Teresa_Hsu1

Hi Jason, I'm interested to learn how you use Process Builder and hidden form fields to populate UTM values to Campaign Member object. Could you elaborate a little bit more or point me to relevant posts? Thanks!

Hi Grégoire,That's a good idea. I do have a field showing most recent campaign engagement. I think I can make it work by filter on the that field.I wish there's an option that we could filter any leads/contacts that are not in any SFDC campaigns.Thanks!!

Hi Devraj,The problem with that is whenever I have new campaigns, I'll need to add to the Smart list. I'm trying to see if there's any automated way to do this.Thanks!

Still need a developer after all... Thank you Sanford Whiteman​!

Sanford Whiteman Gerard Donnelly Maybe I didn't make myself clear. I do have field update block turned on. So, for any existing records, we have in Marketo, the source won't be changed. However, when the new leads come in, the Person Source field will be attached a value that the vendor populat...

Thank you Rachel & Josh!I figured out. There was a bug with our vendor that the field was related to. When I first ran field updates, the new values were stored in Marketo, but were not reflected in SFDC. So, when I tried the second time, MKTO recognized those values have already been in there. ...

ahhhhh.... that makes sense! Thank you so much!

Thank you Sanford Whiteman​That means I still need to do redirect at the original destination server...The person who's responsible for that is OOO. So, I'm trying to see any way we can do that just in Marketo.

To make it more clear -- I want to be able to capture the latest and most relevant Campaign before we can set up a meeting with a lead.Meeting Set is one of our Lead Status. Inside Sales are calling down the campaign list and setting up meetings. However, we don't have visibility as to which campa...

I turned off all the autofill now. Let's see what happened.