Matthew_McLean

Level 2

Joined the community 19-09-2017

Level 2

Winston-Salem

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Re: Share Contacts in a SFDC Integrated Environment

by Matthew_McLean 02-01-2019

I have not had any issues with field tokens. However, any smart filter search doesn't pull those shared contacts, but only direct account contacts.

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3772 1 0
Member Status

by Matthew_McLean 12-05-2018

Is there a report that you can run to see the Status of each member of a Program? I can see members' status under [Program Name] -> Members but I'd like to set this information to go out as a Subscription.

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2236 0 1

Email Marketing Lead Management Marketing: Analytics and Metrics Marketing: Lead & Demand Generation Reports & Analytics
Re: Share Contacts in a SFDC Integrated Environment

by Matthew_McLean 06-01-2018

Veronica, thank you for the input. This is extremely helpful.

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3772 0 2
Share Contacts in a SFDC Integrated Environment

by Matthew_McLean 05-31-2018

Due to our business model my company is considering implementing Salesforce shared contacts, which allows one Contact record to be linked to multiple Account records. Has anyone worked with Salesforce shared contacts? How does it impact the Lead records in Marketo when the two platforms are integr...

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4072 0 5
Not Fiters in a Smart List

by Matthew_McLean 09-27-2017

I'm using the "Not Filter" in a Smart List to exclude contact that are marked as Industry = Government as:Industry [Is Not] GovernmentHowever, when I run the smart list there are 50 to 60 contacts that classified as Government. Do I have a fundamental misunderstanding of how "Not" filters work or i...

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754 0 0