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Sanford Whiteman Don't let yourself get too distracted, remember you have some response-tracking tools to build!
Genevieve GeorgeInteresting one. So I'm assuming you have an email going out on a daily campaign (batch or trigger?) with the content generated by the API. If it is a daily triggered campaign triggered by API, you could use Josh Hill 's suggestion of Champion challenger and have have a single camp...
Kristin SykesThis has happened to me with MSI too. Support was able to fix the issue.
Soujanya SiddamshettyMy experience refreshing a developer sandbox synced to Marketo sandbox is it generally works fine. Occassionally you will need to re-enter your synch user credentials if they've changed in sfdc production.One challenging thing about having a full staging environment like this ...
Josh Hill Jeff CoveneyTo clarify my point, I wouldn't consider using Apex to recreate the functionality of a tool like Lean Data.But in cases where you have a single reliable key between leads and accounts, you could get a simple trigger built in a few hours that would do the job.Of course Jeff's ...
Yoni Cohen If you are bringing over your Salesforce campaigns and membership data to the new SFDC org, and these campaigns are synched to existing Marketo programs, I believe you can re-synch them to copied Marketo programs and migrate your program membership and statuses that way. It won't recreat...
Genevieve George, how are your emails being dynamically generated? How/when are they sent? What do you want to test? I think that context will help the community offer suggestions.
Adrian Watkins I think everything you need is here: Revenue Cycle Models - Marketo Docs - Product Docs For the transitions, my preferred approach is to have all the logic for stage transitions contained in a Lead Lifecycle program which automates changes of a "Lifecycle Stage" or Status field.Then ...
Sanford Whiteman Well, blow me down. I remember trying for ages circa 2012 (I think) to segment a form and it didn't seem possible. That is good to see it's possible.
Jeff Coveney, what are the criteria you need to match on for Account routing? For simple use cases, I have had some Apex built in the past that does the trick very nicely - convert the lead (with no Oppty) and assign to a matching account. But this is where you have a reliable key to match with bet...