Kenzie_Caldwell

Kenzie_Caldwell · ‎03-13-2019

The flow is correct. This flow step will always delete a record in Marketo. The add choice in this flow step only indicates if the record will or won't also be deleted from Salesforce. The important piece to mention is that 100% of the records that qualify for this campaign will be deleted, so ensure the smart list of this smart campaign is only pulling in records in Salesforce. It may be safer to build it as follows: Smart List: SFDC Type is not empty and (whatever other criteria you need) Flow: Delete Person (Remove from CRM = False)

Kenzie_Caldwell · ‎03-13-2019

I'll echo what a lot of people have said here - fields are important. A few things to consider: Standard Marketo and Salesforce fields will sync during the integration, but custom fields won't - are there important fields in Marketo that will also be available in Salesforce? Those Marketo fields should be replaced with the Salesforce fields and the data migrated over. Lead and Contact fields with matching API names will map over to a single field in Marketo, but those with different API names won't (even if their friendly names match). Support can map these latter fields together for you, but they can't if used in any assets, so plan time into your project to take that into account. Don't sync over every field on the Lead, Contact, Account, or Opportunity objects - just sync those you'll need to edit/reference in Marketo. This will ensure a faster sync between the two systems - why sync data you don't need? It's quick to setup the integration, but be sure both systems are in the ready to do so.

Kenzie_Caldwell · ‎02-15-2019

If the fields you are looking for are in the Opportunity Fields folder in Field Management, you can only access them using the 'Has Opportunity' filter. Click 'Add Constraint' and you'll see all the Opportunity fields.

Kenzie_Caldwell · ‎02-15-2019

I ran into the same issue with support not loading for our customers. We figured out if you clear your cookies, it will load.

Kenzie_Caldwell · ‎02-15-2019

Having a flat structure to house this info (i.e.via fields) would make it easier to market based on product line- having to reference product interest via opportunities gets messy really quick. Having fields housing this info on one record vs.intentional duplicates allows for all sales reps involved to see all interactions with that record - has that record been called three times in the same day by three different reps? Is the rep from Media Equipment days away from closing a deal and the rep from Cameras sent an intro email, explaining everything the company offers (which the record already recieved from the Media Equipment rep months ago)? If that activity is spread across multiple records, it's not a true indication of everything happening with that record.

Kenzie_Caldwell · ‎02-15-2019

Done!

Kenzie_Caldwell · ‎02-15-2019

This is great for huge data management campaigns I have to run - I have to continually check to see if the campaign is finished or not.

Kenzie_Caldwell · ‎02-15-2019

Awesome idea!

Kenzie_Caldwell · ‎08-10-2017

Using any Smart Campaign Salesforce flow step consumes one API call per record, so using the Add Member to SFDC Campaign flow step will use as many API calls as records you are adding to the SFDC Campaign flow. To reduce the number of API calls used and ensure members are added to SFDC Campaigns, create a Marketo Program (if one doesn't already exist) and sync it to the existing SFDC campaign via the Salesforce Campaign Sync - more information here. This functionality utilizes the back-end Salesforce sync (which is much more efficient) allowing ~200 records to be synced to SFDC and added to the associated SFDC Campaign.

Kenzie_Caldwell · ‎08-10-2016

Hi Mike! Once the new fields have been created in Salesforce, do we need to submit a support ticket during our backfill window to ensure the backfill happens or will support just check to make sure the fields have been created and enable the backfill? Thanks! Kenzie

Kenzie_Caldwell · ‎11-16-2015

I'm looking for this exact thing - did Marketo support provide any insights?

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