Erin_Olsen2

Does anyone have experience integrating their web app with salesforce and marketo? We currently have a free trial of our software and are using marketo and salesforce but we don't have those two systems connected with our web app. We soon will have development resources to connect everything togethe...

I need some help sorting through an issue I am having with fields in SFDC. I currently have a set of key qualifier fields that I use on all of my forms. These fields are converted up to the account level in SFDC when a lead is converted because the fields are relevant to the company data vs. the con...

We are looking at a tool to help us with in-app engagement. Has anyone used these stand-alone tools alongside Marketo? We are looking at using Intercom and there is some cross over functionality... Trying to determine what would get set out of Marketo vs. Intercom and how you track total engagement ...

I am trying to figure out (what is probably a very basic question). We have a weekly recurring live demo for people who are in our free trial. I would like to send the invite email to this group of people 3 or 4 times but no more than that because I don't want to become annoying. My initial thought ...

I created two fields when I set-up SFDC and Marketo for Demographic and Behavior scores. They are both number fields and Marketo is mapped to these fields (I did create them first in SFDC). However, for some reason on the contact level whenever marketo pushes over a new score for either of these fie...

Is it possible to auto-convert a leads from Marketo to SFDC and create an opportunity that is a specific record type? We have two different pipelines. One for our software and one for our services and I will want to create opportunities specific to each of those depending on the type of lead. It see...

I set-up a trigger campaign to send emails based on the change of a formula field in SFDC. The field is a "trial countdown" and when it reached "0" I want it to send out an email indicating the trial has ended. It doesn't seem to be working and I am assuming it is because the formula field (while it...