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One way to do it is to block certain records from coming into Marketo applying the same criteria that you apply in your custom view in SFDC. You will need your SFDC Admin's help on this.What syncs depends on what the Marketo Sync User can see in SFDC. You need to adjust the permissions of the Market...
Did you try to change the name of the custom object / build a new one and give it a different name?
I am sure other members of the community can come up with other ways but the first thing that comes to mind is to set up a custom field that adds a time stamp when the trigger fires and then use that time stamp to route the lead to (A) a campaign to send the email if the time stamp is between 9-5 or...
Hi Brett, I have seen that in the past - the sync had to be on. Try to contact support and see if they have a workaround now.
Exactly - or like Stijn suggests, one main campaign that requests different campaigns with different wait steps.
Unfortunately, that is not possible. If you have move than one choice that would fall under the same amount of days, you can group them.Ex:Choice 1 = 6 daysChoice 2 = 6 daysChoice 3 = 8 daysChoice 4 = 8 daysChoice 5 = 6 daysYou could group it like this:6 daysChoice 1Choice 2Choice 58 daysChoice 3Cho...
If you added the values in the form using this method: Define Values in a Radio or Selected Field in a Form, I am afraid not. If it is something you want to normalize, consider using a picklist field in the CRM.
There are a number of ways of achieving this result. Here are the first two that come to mind: A. If you want to use the Fill out Form and the Remove from Flow, you will have to make a separate smart list (eBook 1 Download smart list) with a Filled out form filter (eBook Download) with the constrain...
Hi Sarah,There is only one way to do it, as a secondary effect of the Convert Lead flow step: However, as the article says: "converting a lead in Marketo will result in a new account and opportunity in Salesforce. If you do not want duplicate accounts, use Salesforce to convert."Otherwise, Marketo ...
I have seen them run between 3 and 4 am ET. If you need the report before that, you can click on the envelope in the column Run Now and an email will be sent with the report to all recipients.