Kenzie_Caldwell

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 ensur...

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 shou...

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.

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

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 ...

Done!

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, cr...

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

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