Darshil_Shah1

Just an FYI that blocking field updates blocks updates to non-empty field values, if the field is empty in the first place, then the data would still be written to it even though the updates from that respective input source are blocked. Also, for Marketo-only records, you'd have to first sync the p...

Agree with what @Michael_Florin just said - Forms may be a better choice than chatbots as with the latter, users may be less likely to complete a survey if it is presented to them in a chat window. They may be busy or distracted, or they may not want to take the time to answer questions. Additionall...

Depends on your use case as to what you'd like to do with those people. Does your use case need the list of people to be static or dynamically updated every time you refresh/reload it? With the static list, you'd need a smart campaign in place to continuously add people to it (if you wish to keep it...

@maddie_vararu_n wrote:Hi Darshil, I've been seeing a lot of this problem recently as well. SFDC admin is saying it's Marketo's problem and I can't seem to convince them otherwise. I've had a deeper look at a couple of records and this is what I'm seeing:There's one contact in SFDC and one Marketo p...

Your understanding of smart lists working on people is correct. You cannot pull asset level data from it. However, as Michael said, you can create a report with or even a standalone smart list with Filled out Form

Well, do you see any errors when you try syncing person record to Salesforce post making updates at the Marketo's end? You may have field validations in place that you might be riunning into, you'll see the errors in person's activity log in Marketo in case you're running into such errors. Also, the...

Is there any other reason you can think of that people would not record as receiving a Showpad share?Did you check my first comment on this post in which I discussed some of the other reasons why you may not be able to see the Showpad Shares custom activity in Marketo?

Please check this Marketo product documentation on Managing User Roles and Permissions. As a best practice, it is always recommended to give only the required set of permissions to each user (of course, include non-login-able API users too). Follow the principle of least privilege. 🙂

You can create a smart list with Received Showpad Share filter (given that you have named the filter for your custom activity Showpad Shares as Received Showpad Share). This will pull up all people from your database who have Showpad Shares custom activity logged in the database. Alternatively, if y...

Well, since these activities are logged in Marketo you would not be able to report from it in SFDC directly using filters as you can do in Marketo. There's Activity Sync that allows you to sync certain Marketo activities in SFDC, but Activities are pushed to Salesforce no more than once per day for ...