Lisa_Heay2

Hi Keith - I work with Brian and had a couple additional questions you might be able to answer - sub-bullets to your points below..... I would recommend asking for a cloned sandbox of your SFDC instance. From there, make your desired field changes in the sand box and integrate the sandbox to Marketo to have the fields you desire created (don't recommend syncing lead/contact data yet, but just integrating the systems). The fields we need already exist in SFDC - we just need to sync them down to the new Marketo instance.  Is it possible to do all of the SFDC/Marketo integration set up (except the actual syncing of the leads) prior to the cutover? After that, should just swap out the sandbox credentials with your production instance credentials and sync your record information (not exactly sure how to action this from SFDC but sure other users can advise). I would just avoid importing your records into Marketo as that could cause more headaches than benefits, but really depends on the number of records in your instance (may take a while). I read somewhere that you can't integrate a Marketo instance to a SFDC sandbox, and then re-integrate it with the live SFDC instance without starting over with Marketo (though admittedly I don't know what was meant by "starting over".)  Is it possible to connect Marketo to the SFDC sandbox and then switch to the SFDC production instance? Thanks for your help!  It's great to hear from someone who has been through this process in the past.  We'll be sure to share our experience when it's all said and done. Lisa ... View more

OK - that makes sense, thanks!  What would then be the best way to redirect traffic from their old Pardot CNAME URLs to the new Marketo CNAME LPs? ... View more

Thanks for your insight! ... View more

Not Marketo related as much, but do you have a sense of the necessity to have LPs secure?  My thinking is that HTTPS is helpful for search, but our Resource landing pages don't rank (at least highly).  They are typically accessed from internal links from our site or blog posts (which is secure) or an email link.  I'm trying to understand the impact if we leave our Marketo LPs as-is. ... View more

Thank you so much - I'll forward this on to them and fingers crossed they can get it corrected. ... View more

I was just told that the staging site it the one having the issues, which I dont think I can share with you.  Does this link work for you? Machine Learning - Appuri ... View more

http://www.appuri.com/ It appears that the developer has removed all asterisks - I don't see them here anymore.  But regardless, there should be some on the required fields. The weird thing that I am just now noticing, this page's form has the asterisks in the right places: http://www.appuri.com/our-platform/machine-learning/ I know the Marketo side, but not the wordpress side - I suspected some kind of CSS issue, but am limited in how much I can help their developer. Appreciate any insight you can provide - thank you! ... View more

Thanks for the info!  I spent all morning trying to figure out how to create a workflow rule in SFDC, to eventually figure out that the edition of salesforce we're using doesn't allow it.  I'm going to remember this tip, though. ... View more

I'm trying to replicate what you did with the Deleted in Marketo field.  How do you set up the logic in SFDC to uncheck the "Sync Filter" box? Great fix idea - thanks! ... View more

Question on this as it just happened to us... I deleted several thousand leads from Marketo, but not in SFDC, thinking that the lead would only sync back to Marketo if the record was updated in SFDC.  However, the next day, they all sync'd back to Marketo, showing a bunch of old campaign activity in the log as being new.  Wondering why the SFDC campaign history data would have triggered the lead to sync back to Marketo when it happened months ago? ... View more

I have this same question - did you ever find out if API users are counted?  Thanks! ... View more

Perfect - thank you! ... View more

Most importantly, I'd like to be able to trigger a smart campaign when someone clicks one of these asset links.  Any guidance you could provide would be much appreciated. Thank you! ... View more

Interesting - ok.  How do I implement a redirector page so that I can track the pageview? ... View more

Maybe "model" is the wrong word.  There are importable Lead Scoring programs to start from - Sirius Decisions being one of them.  We have our scoring parameters and have decided on what makes sense to MQL.  I was just looking if anyone had any opinions on either of these importable programs. ... View more

Since you're helpful and quick....are these the right assumptions? sfdcAccountId, sfdcContactId, etc - Assuming these are standard SFDC fields that get added to Marketo when the two become integrated. Finally, there are a few others that are not listed on the Marketo Standard field list that have the same Rest API naming convention, like: behaviorScore, EmailBouncedDate, reportID, demographicScore, contactUsFormDescription.  I know that at least Behavior Score and Demographic Scores are Marketo fields - but not sure why they aren't part of the "Standard" field list. behaviorScore ... View more

Thank you!  Appreciate the help.  ... View more