Alex_Stanton1

Alex_Stanton1

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Date Last Visited
‎01-26-2022 12:57 PM
Level 9 - Champion Alumni
Joined the community 16-10-2013
Rank Icon Level 9 - Champion Alumni
Philadelphia, PA
  • solved badge Re: How can I sync specific filter from Salesforce to Marketo?

    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...

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  • solved badge Re: How do you integrate MKTO and SFDC using a custom lead object in S...

    Did you try to change the name of the custom object / build a new one and give it a different name?

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    3534 0 1
  • Re: Sending Emails in working hours

    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...

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  • Re: Trouble deleting Salesforce leads from Marketo

    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.

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  • Re: Conditional wait step

    Exactly - or like Stijn suggests, one main campaign that requests different campaigns with different wait steps.

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  • Re: Conditional wait step

    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...

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    2014 0 3
  • Re: Can we reuse the Form 2.0 Select Field in Mutilple Forms?

    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.

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  • Re: Do I need specific/individual forms?

    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...

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  • Re: Can you create a SFDC Opportunity from Marketo?

    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 ...

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  • solved badge Re: Report Subscription time

    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.

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Public Statistics
Date Registered ‎10-16-2013 08:13 AM
Date Last Visited ‎01-26-2022 12:57 PM
Total Messages Posted 242
Likes Received 440