Is it just me or did the nation redesign break the ideas linked in this post? ... View more

Belated "thanks!" to all for the suggestions. Lucid Chart looks like the best fit for us.  ... View more

Thanks for your reply Rachit. We dont have a developer at our end. I think Marketo sky UI might offer this functionality. Will have to check to see whether it doesn. Thanks, vineela. ... View more

What language are you looking to write in? ... View more

Wow. This is a tough one. Thanks for the intel.  ... View more

Hi Frank, Unfortunately you can't do that. The workaround would be coming up with a naming convention for your SFDC campaigns and then using the SFDC campaign name contains filter. ... View more

Hey Frank, I encountered this same issue and found that there is not an out-of-the-box way to sync this field to Marketo. Our solution was to crate a new "Marketo Created By" field in Salesforce/Marketo and create a workflow in Salesforce to copy the value over to the new field. Please let me know if you find an easier way to do this. Thanks! ... View more

Hi Frank, As already discussed in this thread, , this is more of an idea. here it is: -Greg ... View more

There's a very old slide deck, which I might have if I have time. Maybe Jessica has it. But you know you sound smart, so I bet you can design what you want and then do it. The traffic cop is like this: Trigger on Conditions If X, then do Y if Z, then do A allow repeats With engagements, it's worth recalling the following: you'll have to trigger on lifecycle or a key change like score if you do a batch redo, then same deal, but you could have new options if fields or list members move. DO NOT remove a lead from the Engagement, move to an Empty Stream and List so you can re-route back you can "traffic cop" inside engagements based on Stage/speed/etc. Lead can be in ONE stream at a time. I suppose I'd base this on my Engagement or Stream Goals and somehow allow that to trigger the movement to re-route leads. I wrote about this at the Summit 2016. Nurture Waterfalls. ... View more

Thanks Josh. All leads start out in Marketo and run through a basic wash cycle. All data sources write values into a private field, and then a Marketo whitespacing routine consults those sources, in priority order, and fills in Number of Employees from the first match. It also writes the source it used into a customer "Number of Employees Source" field. After the lead syncs to SFDC, a lead rep may do additional research and change the Number of Employees. A trigger in SFDC changes the source to "Sales". When Marketo sees new or updated number of employees from any of its sources, it will not make an update is Sales is documented as the source. So we're definitely thinking along the lines you mention. Right now, we just want to choose the "best" master source to sit at the top of that priority stack. The definition of "best" is hard to pin down! Thus the appeal to colleagues here about good or not-so-good experience with their account insight providers. ... View more

Gregoire Michel​ I would have thought so too, but in checking the documentation just now before responding, I noted that the docs now clarify this point: https://docs.marketo.com/display/public/DOCS/SFDC+Sync%3A+Lead+Sync What if changes are made in both systems at the same time? Marketo Wins. It's rare that this sort of collision of data occurs. I can only guess the logic here is that Marketo is the system of record for leads and SFDC is for contacts. ... View more

Thanks! I took you up on the offer and just submitted a case (#00208323). If anyone does recognize the pattern and/or the companies, I'd appeciate hearing the explanation.  ... View more