Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Thanks a lot Wyatt. Doesn't sound like a quick fix, but will have to speak to our SFDC admin about this soon.
Hi Mark and WyattWe looked into it with Salesforce and not even Pardot can do this, despite being part of Salesforce. How does it work with Exact Target? ThanksAndrew
Yes please! We're also really missing this functionality. It would be good if you could combine the functionality of a "People performance" report with a "program performance" report. And if it includes the number of people added to a program, not just the number of people created via a program. We ...
I run a report in Salesforce to make a list of all contacts where role = "key contact". I then export that list. I then upload that static list to Marketo. I only have to upload one field i.e. email addresses. Because all the contacts have already been synced from Salesforce to Marketo, there is no ...
Syncing roles of contacts that sit on 2 or more accounts would be awesome, as Chris points out.But even just syncing the role between the contact and one account would be a great start. For every single customer account we have, we have a "key contact" and a "technical contact".See below:We do campa...
Any ETA as to when it's going to be possible to sync the "AccountContactRelation" object from salesforce to marketo? We have to currently do this manually, over and over again. This needs to be part of the sync.
This is also a very important feature for us. We are B2B and have multiple contacts associated with our many accounts in Salesforce. In each account, we have given contacts roles such as "key contact", "IT contact", etc. We often want to send an email to just a given contact (based on role) from eac...
Same issue here. As we were setting up our Marketo and Salesforce we configured an interesting moment which accidentally populated on thousands of wrong lead/contact records. We would really like to remove this. Each week a sales rep asks me 'why does this contact have that interesting moment?' - it...
When viewing Marketo Sales Insight in Salesforce Lightning mode, if a contact/lead has a lot of web activity the list gets so long and we can't scroll down. It just ends at the bottom of the MSI window. The problem is that our sales team therefore can't see when the contact/lead first visited the we...