Level 10 - Champion Alumni
Joined the community 24-03-2015
Level 10 - Champion Alumni
Toronto, ON, Canada
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I think Joanna Kwong makes a good point about folder structure. In the past I've kept the MSI version of emails centralized in Design Studio but bundled into logical folders (let'...
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Caitlin McCormick, the Auto-Assignment Rules are the same as your Lead Assignment Rules in SFDC. You can find them in Setup > Leads > Assignment Rules in your SFDC instance. Do yo...
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Mandy Hanson, the statuses are based more on your business needs, specifically your reporting requirements. I think it makes sense to have at least one success step based on the e...
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Alisa Goldschmidt, it sounds like you're talking about using segmentations more for targeting the recipients of a message rather than making the email asset itself dynamic, is tha...
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Caitlin McCormick Do you have any "Sync Lead to SFDC" flow steps anywhere in your instance? There is a probably a global sync campaign running somewhere. Auto-assignment rules is ...
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Beth Hassett - exactly! The lead/contact field holds the most recent value, and then the campaign member can contain a snapshot as of a particular event (e.g., the moment of succe...
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Agreed, the descending order of operations makes a lot of sense, I wonder I didn't think of it before. Thanks Kristen Carmean
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Libby Tieman, this is a huge gap right now, I've been able to automate it to a degree using a tool like iHance, which integrates with SFDC and updates a field whenever an incoming...
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Beth Hassett, Marketo has limited ability to write to the Campaign Member object outside of the fields that sync via Program/Campaign integration. Instead, once the field is in SF...
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Lauren Sandheinrich, you can use a Roll-Up Summary field on the Account object to count the number of Opportunities (if desired, filtered by stage, e.g, separate fields for "Total ...
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