Darshil_Shah1

I usually create a loom video and include it in the support ticket I submit to the support team, so they can refer to it if they aren't able to reproduce the issue on their end. Have you tried switching browsers/deleting cookies/trying in an incognito window?

Well, yes, Marketo has permission sets for creating/editing/approving emails, but if a user's assigned role doesn't have the apt permission Marketo throws an error in the blue dialog box with this message: "You do not have sufficient privileges to perform this action". Also, it definitely should not...

Agreed with you, @Jo_Pitts1! That's precisely the reason I wanted to understand whether OP really has a valid business case for using the PDF? If OP could do with non-PDF content, e.g., linking the webpage in the email/displaying the data in the email, it'd be better than jumping through all the hoo...

Well, you need to reference the velocity names of the fields instead of referencing them through the tokenized way (i.e., with the curly braces). In general, you should get familiarized with the velocity construct, how to work COs, the need to sort them before referencing, and pick the correct CO. Y...

Yeah, not a lot of users realize this until it's too late/not while creating the CO. You could set up an aux. field on your primary CO linked to the Person object to also store the owner score value, so you're able to pinpoint the exact CO records that have both the criteria in place in the same CO ...

@awahid, it could be the case that Marketo would have ended this limited access program, as this was announced way back in May 2023 release, and since then most customers (if not all) would have got Interactive Webinars in their instance. Also, instances with the interactive webinars installed shoul...

Have you considered all the caveats of working with Marketo partitions? example, one of the biggest caveats that you should be aware of while using partitions is that people cannot be shared/co-exist (even as separate person records) across partitions. There are ways to create duplicate records acro...

Off the top of my head, I think your approach sounds good, Since you are managing the email addresses of people at the CO level, it makes sense to manage their subscription preference at the same level, I.e. at the custom object level too, and not at the person level. However, you'd need to ensure y...

As a side note, I'd also recommend creating a proper monitoring and error-handling mechanism to ensure that you are able to catch the people who failed the Webhook call. Maybe add them to a static list for reviewing the errors and fixing them. W/o proper monitoring and error-handling setup, there's ...

What is your exact business requirement for this? And would your systems really benefit from it? are some questions I usually like to get started before jumping in. If you want to send update notifications to your backend stack by making a webhook call to your service, then this particular method yo...