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
  • Re: Communication Preference Center

    There are a number of threads in the community about how to set it up, like this one:Re: Can any help to create the Subcription Preference -just look for Subscription Preference for other ones.

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    4588 0 1
  • Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

    There are a number of them - a good starting point is a Launchpoint partner like RingLead or similar because they will understand the Marketo end as well as the SFDC one. Probably best to work with your SFDC Admin to pick a tool that will fit your processes.

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    Discussions
    2015 1 0
  • Re: Differentiate routing rules based on upload date

    Hi Devan,Alternatively to Greg's solution, you could also create a Marketo only custom field where you could either store a partner=true/false value or the name of the partner (string) and you could then filter based on that field.

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    2399 0 1
  • Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

    Just theoretically - if the record does come into Marketo first, there could be a check through a third-party tool that merges the two records into one in SFDC and that would sync the record to Marketo. I imagine one could write a trigger in SFDC to update the "Sync to Marketo" field to act when any...

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    2015 0 2
  • solved badge Re: Leads in Engagement program that were never added to it.

    Please share the results of the support ticket - I would like to know what happened.

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    2172 0 2
  • Re: Campaign Sync to push lead/contact membership from Salesforce to M...

    Ciao Francesco,This article SFDC Sync: Campaign Sync​ shows that members and statuses sync both ways -"Marketo program members and their progression statuses are kept in sync with the Salesforce campaign members and campaign member statues. This is a bidirectional sync, so any changes made in either...

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    1226 1 0
  • Re: Account Record Type Changes Are Not Syncing To Marketo

    Just a note - make sure your API limit in SFDC can handle the quantity of records that will need to sync and that Marketo itself can handle the volume without creating any delays in the sync. Open a ticket with support to make sure, or break it up in two or more chunks.

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    1641 0 0
  • Re: Bounced emails & scoring contacts

    The scoring campaigns might have triggers that do not account for the fact that the email bounced. Hard to say without seeing the scoring campaigns. I suggest you go into the Activity Log of a lead and see what happened - look at when the scoring fired, what is the scoring campaign and see if there ...

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    Discussions
    1561 1 0
  • solved badge Re: Programs: Folder structures?

    You need to find what works for you. Keep in mind that Marketo will organize things 0-9 and a-z, so keep that in mind while coming up with your system. Christina's solution is a great example. Ultimately, you need to set up naming conventions and structures and be consistent in their use.

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    2485 2 0
  • Award winning marketing automation agency, home to two Marketo champio...

    Do you want to work with an award winning marketing automation agency, home to two Marketo champions, long time Marketo power users and envelope pushers? Ready to roll your sleeves up and support clients ranging from start up to international leaders? We are looking for a:Junior ConsultantWork from ...

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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