Mariah_Mattick
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Solution
06-05-2020
03:23 PM
Hey Erik - I'm not familiar of a way to turn this particular functionality off, but you could create a separate view in SFDC that only some users can see before rolling out to the other 'live' views.
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12-02-2019
10:41 AM
Hi Stephanie - try adding the 'Added to Opportunity' trigger as well. If records are newly converted and added to an Opp that could help catch these.
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12-02-2019
10:33 AM
Hi Sam - Marketo should be able to read the Opportunity and Account objects with the native SFDC sync: SFDC Sync: Opportunity Sync - Marketo Docs - Product Documentation. Is this not the case in your instance?
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11-21-2019
09:58 AM
I don't believe there's documentation for that specifically, but I would recommend having a flow step in the MQL campaign that's wait step - this would be the amount of time needed to pass for the automatic MQL > Recycle move. The next flow step would listen for IF the status is still MQL after the given amount of time, then move to Recycle (and mark any other relevant lifecycle fields). Otherwise, do nothing, because this should assume that they've moved forward or manually been recycled. Helpful additional documentation is here: Revenue Cycle Models - Marketo Docs - Product Documentation
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11-21-2019
09:42 AM
Hi Stephen - both Lattice or Leadspace would be great options to explore.
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11-21-2019
09:40 AM
2 Likes
Hi Mark! If a lead has made it to MQL, but isn't being followed up with, pushing records to a 'recycled' or 'nurture' status would be best so you can keep track of those that marketing deemed as qualified, but sales did not. This is useful information because you can start to create content as to why someone isn't moving forward, or understand what not to deem as marketing qualified in the future.
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11-18-2019
09:24 AM
Hi Barry! If you have custom development resources, another option may be to create a Marketo custom object for the orders/SKUs. It's more technically involved, but could be a good option. More information is here: Understanding Marketo Custom Objects - Marketo Docs - Product Documentation .
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11-18-2019
09:21 AM
Hi Biren! It may be best to align that picklist with SFDC's values to ensure proper data sync OR to align the SFDC field type to what users are seeing on the form (the multi-select). This will keep the data and user experience in 1-1 alignment between both systems.
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11-12-2019
10:19 AM
1 Like
Have you looked into visibility rules? These may be able to do what you're describing without custom coding: Dynamically Toggle Visibility of a Form Field - Marketo Docs - Product Documentation .
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11-12-2019
10:16 AM
I would agree with the above! Also worth adding that subscribing to SFDC specific Notifications is helpful.
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11-12-2019
10:14 AM
1 Like
Hi James - you could add these records to a static list, based upon the random sample. Then base the remove from flow step upon the static list membership.
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| Date Registered | 10-29-2019 02:56 PM |
| Date Last Visited | yesterday |
| Total Messages Posted | 11 |
| Likes Received | 4 |
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