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It's not "all or nothing" with Marketo! You can limit what people can do by limiting what permission the Role associated with their user has. You can check the existing Roles / Create a new Role by navigating to Marketo > Admin > Users & Roles > Roles. Marketo has a well-documented list of permissio...
There are several lead-to-account matching tools available in the Market, e.g., Marketo's very own Target Account Management module which needs to be purchased as an add-on module has pretty good lead-to-account matching capabilities. It uses fuzzy logic to automatically match leads to the right nam...
Create and run a batch fix campaign with the following two Change Program Status flow steps for people affected:Change Program Status Program: "": New Status: Account Based Marketing > Not In ProgramChange Program Status Program: "
The thing with PMCF is that it syncs with the campaign member object fields, and not with the campaign object fields (campaign and campaign member objects are connected, but different objects operate at different levels). If you still want to go for it, I suppose you could have a resource lead with ...
I don't you can natively sync the program tags associated with a Marketo program over to the synced SFDC campaign. The native sync takes care of syncing members, cost, channel, and statuses as of now (there's PMCF sync as well, but that needs to require additional mapping and setup in the sync confi...
Ahh- okay, thank you for letting us know you don't have an integration with the CRM. Also, I don't think syncing a field with the RCA affects its values in any way, as it's just a reporting and visualization module offered by Marketo. I don't think this is possible natively with Marketo. In Marketo,...
It sounds like this field is either a CRM custom field or is a Marketo field mapped with a CRM field that has the picklist values set. If you want to add more values to this field, you can add those in the CRM field, and those shall sync to Marketo as well. Also, in general, such fields require a pr...
Thank you so much for posting an update here on the thread, @Sumanth_KV! Great to know that you were able to fix this, and of course, you're very welcome! Happy to be of help. 🙂
Perfect! You're very welcome, @manjuladevipal! Glad to be of help. 🙂
Thank you, Sandy! I literally had the snapshot of Skip new people and updates mode cut out in my clipboard, but didn't paste it thinking it'd be redundant (as I'd mentioned most of it in the comment). But as they say, a picture is worth a thousand words. 🙂