Chris_Laver

Level 2

Joined the community 11-04-2017

Level 2

Melbourne, Australia

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Merge Custom Object records to the remaining records when person recor...

by Chris_Laver 09-12-2022

As outlined on Merging Person Records Disconnects Marketo Custom Object Record Marketo custom object records can be disconnected when person records are merged. This is annoying as the custom object records then need to be re-connected. It would be good if when person records were merged that the re...

Ideas

879 1 0

custom objects marketo custom objects Merging
Have Role permission to allow users to import leads using “Skip new pe...

by Chris_Laver 02-13-2022

We want to give users permission to be able to import leads but we ONLY want these users to be able to import leads using “Skip new people and updates” List Import Mode ONLY. i.e. we don't want to give them permission to import leads using “Default” List Import Mode as we don't want them to be able ...

Ideas

553 1 0

List Import Mode Permissions
Add the "Is Primary" and "Role" constraints to the "Has Opportunity" S...

by Chris_Laver 06-23-2021

For instances synced with Salesforce: Currently the "Was Added to Opportunity" filter can be filtered by using the contraints:Is PrimaryRole (i.e. the Contact Role)These 2 constraints are currently missing from the "Has Opportunity" filter. It would be beneficial if the "Has Opportunity" filter coul...

Ideas

1321 3 0

Contact Role Contact Roles Filtering Is Primary Role Salesforce SFDC
Show many records of data are being imported prior to list upload

by Chris_Laver 10-15-2019

We've had a couple of situations where clients have imported files into lists with thousands, even millions, of blank records.The CSV files looked fine, however, after import, it turns out there were blank rows in the CSV files, which Marketo imported as blank records.On 1 occurance, we've seen this...

Ideas

1433 9 1