Level 9 - Champion Alumni
Joined the community 16-10-2013
Level 9 - Champion Alumni
Philadelphia, PA
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Sometimes it takes a while for the sync to "catch up" - also check that the program statuses carried through to the SFDC campaign.
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If you are using Salesforce, you could connect the program with an SFDC campaign and then created a task connected to the campaign for the rep
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Hi Lindsey,The records will only sync back if there is a change that updates in SFDC them and only in that case. You can always build a smart campaign that runs nightly to delete a...
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You are correct - if leads are already members of the sub-program, they will be skipped.
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Hi Victoria,There is no such a feature. The only thing you can do is move the content around manually.
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Since this is new, the question will probably come up: how is the number of marketable leads on the new Lead Dashboard calculated? (Image from this post: Winter 2016 Release The an...
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If it is a long list it can take a while. Otherwise, I suggest to get in touch with support.
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Hi Gerard,I would suggest you specifically ask about retaining the activity history otherwise you might be unable to report on your past efforts.
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Here is one more
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Hi Diane, When a new name is created in SFDC, it will sync to Marketo even if it already exists in Marketo. If you are uploading lists, consider uploading in Marketo, where the rec...
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