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I haven't tested this - but I think the logic will work. I used this logic, but linked my Marketo Program to an SFDC campaign and they have the same 2.0 form for many LPs across the site. I think using a custom field with a program token (unique) may work rather than having to create SFDC campaig...
For Sales Insight (MSI) each sales rep typically needs a license. The MSI license provide the Marketo tab in Salesforce which to prioritizes leads and give insight into "hot leads", helps you to see activity, interesting moments, see recent web activity, etc... as well as controls the plug-in. It...
As you know Marketo charges based on database size -- so not syncing records that don't have an email address will help you to remove them from the Marketo database and reduce the size of your database.Look at your hard bounces. Assuming your deliverability is generally good (I like to target above...
Hi Isabela,This depends on your Salesforce set up and permissions. My experience has been that you have to have rights/permissions or a workflow rule in place for the records to be merged on the Salesforce side. I hope that helps.If you merge the records on Marketo, but don't merge them in Salesf...
Hi Isabela,Marketo will automatically match on email address - meaning that it will prevent a new record from being created if the email already exists. Note that Marketo is case sensitive - so yourname@company.com and YourName@company.com will be 2 different email addresses, but are possible dup...
Try adding in a wait step in the Program for smart lists that are taking a long time to run - to prevent other programs from failing. Look at the order of data requested in the smart list - and try to optimize the order of operations of data requested -- biggest cut of data first, etc... Hopefully...