Steven_Gaittens

Steven_Gaittens
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Date Last Visited
‎03-11-2024 09:15 AM
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Joined the community 21-08-2017
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Washington, DC
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  • Re: Linking Marketo and Salesforce with Custom API Process
    by Steven_Gaittens name dot 08-01-2019

    Hi Jay! Thanks for the response. We always seem to be stuck in unique situations in higher ed... We already have Marketo and Salesforce sandboxes in place that we use for all of our custom development. In general, are there any glaring weaknesses or potential pitfalls that you can identify in the pl...

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  • Linking Marketo and Salesforce with Custom API Process
    by Steven_Gaittens name dot 07-31-2019 quickview

    Our current situation:We have an existing Salesforce Org and Marketo instance that we’d like to connect with (ideally) the native CRM sync.All the Salesforce Contacts also exist in Marketo with a Credit Application custom object to hold their application data. But these were not created using the sy...

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    Integrations Lead Management Products
  • Re: Appointment Reminders for patient with multiple cases
    by Steven_Gaittens name dot 07-05-2018

    I'm in agreement with Jay and Sanford here. But if you were to use Marketo for this kind of activity... I would suggest (against my better judgement) using a custom object. If you make an Appointments custom object that is linked to your Person records by email address and dedupes on time and therap...

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Date Registered ‎08-21-2017 07:03 AM
Date Last Visited ‎03-11-2024 09:15 AM
Total Messages Posted 4
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