Level 10 - Champion Alumni
Joined the community 24-03-2015
Level 10 - Champion Alumni
Toronto, ON, Canada
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Hi Stephanie, I would start by creating a program to contain all your assets and the logic (which is executed via smart campaigns). When you build your form, which will be inserted...
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Hey Michelle, I think you are headed roughly in the right direction, although your solution may be more complicated than your requirements need. You could achieve the result by hav...
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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 -- th...
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+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 an...
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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, t...
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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...
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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...
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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 ...
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Campaign inspector is an amazing hidden treasure!
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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 fro...
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