Justin_Norris1

Chris Willis​ I had a similar use case in the past and investigated Account Team roles but decided against it do to the limited ability to integrate that functionality into Marketo workflows. Even within Salesforce, it seemed pretty limiting in terms of what you could do as I recall. Since our accou...

Jeff Shearer​At the last company where I did a CASL implementation, we relied on implied opt-in gained as a result of the lead creating a free account in the app. Our interpretation was that this was a form of implied consent that gave us two years to market to that lead under the "business card" ru...

Megan Donnelly​Yep, that's right. To be the acquisition program, the leads need to be a member of the program. It will default to the first status. You can run a flow to change it if you need to.

Selene Regan​You couldn't do this for every fill out but you COULD do it for the first form fill out at least. 1) Create a Marketo field called "First Form" and stamp it using a {{trigger.name}} token whenever a lead fills out a form, making sure it is only set once then not overwritten. 2) Create s...

Caitlin McCormick​Syncing a program with a Salesforce campaign will automatically create leads in Salesforce that are given a status in that program, if they do not exist already.I have not found a way around this unfortunately, even though there are several scenarios I have found where it would be ...

Hey Hank Hansen​, I haven't worked with the Sugar connector so not sure if it supports custom objects. I think a Marketo Custom Object would be your best bet in that scenario. The Fluid Surveys integration writes directly to Salesforce (bypassing Marketo). Data can sync back up to Marketo from there...

Chantelle Juffs​ that's a pity, but good to have that confirmed from support!I suspect it'll be difficult to work around that since those relative calculations can be difficult. The only way I've ever done something similar is when I had a BI resource extract all my data into a data warehouse, perfo...

Yes to second Kristen Malkovich​, if you are using a normal smart campaign to drip out these emails do NOT try to re-arrange or remove flow steps if leads are already in the flow. Bad things will happen. As I understand it, the Smart Campaign logic will move someone to the next step according to the...

Hey Hank Hansen​,Yes, this is exactly the type of use case that Custom Objects in Marketo are designed for -- basically any kind of child record that is tied to the person or company record in a many to one relationship. Previously Custom Objects were a bit difficult to deploy, but there is a new be...

Melinda Lehman​, that's pretty weird. If your membership is dropping it would seem to be because either those leads were deleted from Marketo (but not from Salesforce) or some leads were changed to a status of "Not in Program". Take the full list of 47 in Salesforce and compare it to the remaining m...