Darshil_Shah1

This seems like an XY problem. I think you need to take a step back and evaluate whether this is the most efficient way of letting the sales team know about form fill. Off the top of my head, I would rather create an Interesting Moment and a Task (if need be - creating a task every time someone fill...

@nolanbrey wrote:Thanks for the reply. They do all have owners, so I don't think that's it. It is probably ticket time.I'd also recommend writing to sales-insights@adobe.com One other idea - do you know if a record has to be assigned to a particular Actions user for it to be visible to them? We'd li...

If you have a native CRM integration (e.g., with SFDC), you can create a custom field on the Account object and it would show up in the Company Info section (of course, given that the sync user has permission to see it). However, it’s not possible to create fields on the Company object right from th...

Are you able to share the email's HTML? That will help to debug/troubleshoot. To give some background, forwarding emails is known to break the formats of your emails and in many cases cause duplication of the elements within your emails. This is ultimately caused by how the email clients reread and...

Tuesday Tech Bytes: Tips & Tricks – 1 (Dt. 10/10/2023)Marketo has an excellent service that automatically deactivates dormant triggered campaigns with no activity in the past six months. This quarterly cleanup is great for optimizing system performance.However, there's a catch – along with non-opera...

Well, you cannot unapprove the asset as long as it isn't being referenced at places (flows, etc.). AFAICT, it has always been like that. To clarify, you can edit (i.e., you can create a draft) without having to remove it from the places where it's being referenced. Marketo would keep using the appro...

Well, Leads and contacts who have a sales owner assigned to them will be synced down into Sales Actions. You can see if a lead/contact has a sales owner in Salesforce by looking at the standard owner field that exists. Also, the sales owner does not have to be the Marketo sync user or any specific S...

You must also make the SFDC object invisible to the Marketo API user so this cycle doesn’t run endlessly.Ahh- yes! Great catch, @SanfordWhiteman!

You can use a trigger (instead of batch) campaign with the Person is Created trigger and an Email Address is Empty filter to delete the person record with an empty Email Address immediately as soon as it gets created in Marketo. However, if you want this record to get created in SFDC first (as you'v...