Justin_Norris1

Hey JD Nelson‌Good news, I was able to find the program in my sandbox that I originally used. Here's a screenshot of that smartlist:

Hey JD Nelson‌ - unfortunately looks like the screenshots were hotlinked to our website and they got purged at some point. So I don't have them anymore, but I think they were mostly illustrative of the Marketo config which is hopefully still clear from the descriptions. The only formula is the CASE ...

Hey Sean Richards‌ - When you talk about using tasks to inform sales, can you share a little more about how this process works?It can be as simple as creating a task for the record owner using the Marketo flow step when the person reaches MQL. However, I find it more flexible to update relevant lead...

Thanks for the follow-up Sean Richards‌ and for sharing your results. Very interesting!

Sean Richards I've worked on some similar things to Greg, and it's also my preferred way of managing lifecycle stage changes in SFDC. It's a way better sales UX, which makes it a lot easier for reps to take the desired behavior.The first time we used a Visualforce page with custom buttons that trigg...

Thanks Matt Underwood!

Thanks Owen Millard‌ - yes it's unfortunate. Since this was posted I've used a few different advanced tools in SFDC to extend the capabilities of standard lead assignment rules.To really make this dynamic, I'd include the SFDC user ID of the intended owner in that temporary field and then look at dy...

Hi Kevin Schultz,I don't have any inside info in this area. In my personal opinion, I imagine that the Adobe team will evaluate Marketo's capabilities in light of the broader product portfolio and then prioritize future development and marketing efforts accordingly. Where there is redundant function...

Meg Stout​ You're very welcome

MailChimp. As a straight-up ESP they were top notch and of late have been adding in some light-weight automations (useful for an ecommerce site perhaps). I think transitioning from MailChimp's slick design and consumer-level ease of use to circa 2011 Marketo was especially tough, until I figured out...