Darrell_Alfons2

Hi Juliane,This depends on if you want to hold records back in Marketo until a certain criteria is met.Once the criteria is met, you will need a flow step to update that field.If you want to sync over a lead between both systems as soon as it is created via web, you can do so with a flow step or a h...

Hey Joy,You can get pretty good attribution metrics in terms of first and last touch in Salesforce.Use the lead source and lead source detail fields, also the last lead source (sometimes called lead source most recent) and last lead source most recent, and make sure those values carry through from l...

Using Marketo out of the box you can not do this. It would have to be the email address as the unique identifier. If you have access to development resources, the API can update records based on the Marketo ID.

Yup I took it as well.

Hi Laura,Try the Email Insights tab, which you can find on the main drop down or in My Marketo. If you filter email communications by email send or content, that should do the trick.

Yup, you are right, so lead source can be vague when you are reporting later. I actually take the UTM_Campaign value and populate a field called Lead Source Detail which does the trick.

Good points Jimmy.I use an abbreviated form of the campaign name for UTM_Campaign, without the date. My logic here is that in reporting, you can filter out old campaigns or target specific time periods with the date filter. For source, I match those with our agreed upon Lead Sources, which actually ...

This is a good question, and I'd love to hear other's thoughts as well. From a tactical standpoint, you can build a trigger that once a unsubscribe occurs, it will update all secondary email address fields on the record to also reflect unsubscribe. If that is the behavior that you want, and if marke...

In addition to Gerard's points: Yes it will create a duplicate. If you are using queues, you need to add a constraint to your sync to salesforce flow step. Add choice: If SFDC Type IS NOT Contact, sync to salesforce, use auto assignment rules (if rules in SFDC are what you are using). Incidentally, ...