Darshil_Shah1

Yes, that should allow access to the Marketo tab and MSI in SFDC. Basically, the Marketo tab permission is used to manage who has permission to Sales Insight in SFDC. You'd also need to enable the Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config is list...

You're welcome, @Sorabh_Bhatia ! Thanks for posting an update here. 🙂

Yes, the Select version of the Adobe Dynamic Cha is the one that comes bundled with the Marketo license (Select, Prime, and Ultimate). However, you can upgrade to the Prime version against a fee that’s based on the number of engaged conversations (tiered pricing based on the engaged conversation cou...

Here’s the thing: Updates to the wait step won't apply to the people already entered in the wait step. When people enter a wait step, Marketo stamps the wait duration based on the wait step configuration at the time of their entry, any subsequent changes to the wait step won't transpire and change t...

@SGarg_YU wrote:Hi @Darshil_Shah1 thank you for your response 🙂 I am still trying to understand better, could you tell me what happens to people who get triggered between Sep 28 - Sep 30. Well, people entering b/w Sept 28 and 30 would directly receive Emails 1 and 2 w/o any wait because the date sp...

Salesforce just sees Marketo's lead database as one whole unit, and partitions within it are invisible to it. Having said that, I don't think with the native sync you can have a many-to-1 relationship with records in Marketo and SFDC, it's rather a 1:1 kind of relationship! Also, even though this wa...

@Chris_Morris1, When a visitor interacts with at least one card in a Dialogue (such as a Question or Info Capture card), it's considered an engagement with the Dialogue. An Engaged activity is also logged in Marketo as soon as they become a known person if already not. This engagement is what counts...

I agree with Sandy! To add more color, the bi-directional sync solely covers the member status value updates i.e. if the status of the program/campaign members is updated to other legal status values in either of the platforms, the corresponding member status update is synced with the other platform...

¡Hola! ¡Gran pregunta, @angie_vaca! En el ejemplo que ha indicado, la persona saldría del paso de espera el jueves a las 9 a.m. porque esa sería la primera vez que coincidiría con lo que configuró en las Propiedades de espera avanzadas, es decir, el paso de espera debe finalizar de lunes a viernes a...

Great question, @SGarg_YU! The person will skip the Wait step and will proceed to the following step in the flow if the Date specified in the Wait Step has already passed. The logic behind this is that if the time the lead is supposed to wait has already passed, the wait step can't be applied, so it...