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Hey Grant,I think this is a good idea in theory, although it depends on exactly how you want to do it. Anecdotally I do feel segmentations are more performant than smart lists -- the segmentation logic is always churning, so when you get to do a send the segment membership is already calculated, vs....
+1 to Nate! Triggering off activites works well. You do need a well-defined scheme around your activity fields and also rules in place to ensure data is recorded in a consistent and predictable way, so that your triggers always work. Justin Norris | Perkuto
Currently you cannot define your own Marketo-only custom object via the user interface -- you can only sync a custom object already created in a CRM, like Josh described. However, the functionality to create your own Marketo custom objects is coming! http://customerexperiencematrix.blogspot.ca/2015/...
I agraee with Kanai. If you have SFDC and reps aren't using it and there is no business reason not to, then you mainly have an SFDC adoption issue that you need to overcome. Having all your reps live in the CRM is a pre-requisite for a sane lead management process. There is work ahead of you from th...
I am assuming Josh means to do a wait step with token to "Wait' for system.date + 30 then do a date stamp of your date field. This will work but the drawback is you need to wait out the 30 days for the field to be populated. This could be a problem if you need to access that date field immediately (...
Amit, I think I understand your use case. If you have 3 or 4 Marketo only fields and you want to concatenate them into a notes field or something similar in SFDC. You could do this pretty much via the method Anurag supplied: have a trigger after form submit that does a Change Data Value on the SFDC ...
Campaign inspector is an amazing hidden treasure!
Manisha, you are correct. If you configure sharing rules for the Salesforce integration user to not see records where purposeful duplicates = true, you should prevent the dupes from syncing back to Marketo. However, that does also mean you couldn't nurture those leads or put them through any automat...
Yes that's very annoying.I recall there can be discrepancies for a few reasons -- analytics reports will keep record of activity even if the lead is deleted, whereas smart lists do not.But that doesn't explain this because smart list is higher.I would push this one to support and ask them to explain...
Hey Axel,Yes this should be possible!Use a my.token in your snippets. One token for each signature.Include your snippets in emails that are local to a program.Define those signature tokens in a folder that contains all of your marketing programs (I find it useful to have one all-encapsulating progra...