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What things (objects or sync activity type: insert, update, delete) seem to be off? One of the two might not have been completely updated with the real-time data, and you might just have to wait sometime for both logs to come to parity.
If you need to connect multiple CRMs, middleware tools are a good option. These act as a bridge between Marketo and your various CRMs, allowing data to flow between them. You can connect your primary CRM (likely the one used for your large BU with most records) with Marketo via the native integratio...
@emilyjwalters, apart from ensuring form updates are approved. I'd also make sure that the landing page that this form is also approved - updating the form needs to be reapproving the landing page to reflect the changes (if the form is added via the form element and not the embed JS). Moreover, do y...
Yes, thank you so much for highlighting this, Sandy! @Guitarrista82, more supporting things for you to consider using Marketo's OOTB Engagement Program to run your drip/nurture style content delivery campaign instead.
@Shubhika, You'll have to ensure that the existing forms that use the field you've updated include the new values (you can update, i.e., add/remove the select values as per the change in Salesforce, as @maddie_vararu_n has shown in the above post). However, for the cases where you add this field to ...
For future visitors' reference, here's the link to the new thread opened by @Hoppers13: https://nation.marketo.com/t5/product-discussions/multiple-automated-program-reporting/m-p/347597/highlight/false#M197086
@Guitarrista82, to answer your question, yes, conceptually, Marketo will run the updated steps for the people already in the Wait step when they come out of it, as long as the new flow step(s) are added after the Wait step the person is currently in it. Also, Marketo won't go back in running the flo...
@Deeps, Zoe's right! If I may also add, you can't sync Marketo fields over to Salesforce, unlike it's with the Salesforce fields, which get synced over to Marketo if the Sync user has access to those. When you're setting up the initial sync between Marketo and Salesforce, you can map your Marketo an...
@Hoppers13, I like @Zoe_Forman's suggestion here! However, there's one caveat I'd like to highlight here: if you're using the Was Sent Email filter with the Email Name constraint, then you might want to be cautious about the 90-day data retention policy for high-volume activities (and Send Email, Em...
@jordannams, could you share the output you're seeing vs. the expected output using the email preview mode? Go to the Email Preview mode >> Select a test record >> Share the actual and desired outputs. Of course, as shared by users above, you'd need to check the lead field you're using in the veloci...