Pavan_Peri

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Joined the community 27-10-2018

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Re: Opportunity field sync

by Pavan_Peri 11-05-2018

Hi Floyd,I double checked and the Marketo users does have access to opportunity fields. I will reach out to Marketo support since it has been over 6 hours since I completed the initial sync. Please note that I haven't synced the data yet. I just synced the fields.

Discussions

2807 0 1
Opportunity field sync

by Pavan_Peri 11-05-2018

Hi,I have synced lead, contact, account, and opportunity fields to Marketo from Salesforce. I haven't synced the data yet.I can see lead, contact, account fields under field management but not opportunity fields.Do they appear when I sync the data? Do I have to reach out to support to enable opportu...

Discussions

3401 0 4

Integrations
Re: Cannot see CRM option under integrations

by Pavan_Peri 11-05-2018

Hi Veronica,Thank you.

Discussions

3675 0 0
Re: Cannot see CRM option under integrations

by Pavan_Peri 10-30-2018

Hi Chris,Thank you for your response. I am thinking maybe it wasn't enabled for us in the first place as it is a new instance. Not sure why that happened. I have reached out to my account executive for an answer.

Discussions

3675 0 3
Re: Cannot see CRM option under integrations

by Pavan_Peri 10-30-2018

Hi Sonali,Thank you for your response. I am an admin and I do have complete access to the instance. I am thinking maybe it wasn't enabled for us in the first place as it is a new instance.

Discussions

3675 0 0
Cannot see CRM option under integrations

by Pavan_Peri 10-30-2018

We are working on integrating Salesforce with Marketo but I cannot see CRM option under integrations. Am I missing a setting?

Discussions

3924 0 7

Integrations