Chelsea_Kiko

Chelsea_Kiko

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Date Last Visited
‎11-09-2022 10:25 AM
Level 6 - Champion Alumni
Joined the community 29-10-2014
Rank Icon Level 6 - Champion Alumni
Cleveland, OH
  • Re: Custom Object Append Data Question

    So Kenny Elkington​ - how would that show up then? They just keep overriding? I am sorry I am new to this all.

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  • Re: Custom Object Append Data Question

    Another thought.....If i understood CAs correctly, any field that is added to them is then available as a filter in a smart campaign. Would that mean it would be available as a standard/normal token (i.e. think lead or program) rather than a scripting token to access the CO? Not sure the answer but ...

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  • Re: Custom Object Append Data Question

    Thanks, Sanford (I think you may go by Sandy though ) - we were going to just bring in our development team and try to make it work with Custom Objects.If I can create a new custom object record for each webchat, and have development write in a process in the API for net new leads to be uploaded as...

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  • Re: Custom Object Append Data Question

    Sure, Kenny Elkington Good question and I appreciate your help so much.We have a healthcare client who hosts webchats (a platform that does not integrate nicely with MKTO, hence my problem ) and we want the best automated way, without creating programs upfront - to get this information over to mark...

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  • Re: How do you handle Deleted Leads from SFDC?

    Hi Vipula,A few thoughts here, I think it depends on your strategy, really and the reasoning for why you deleted them out of SFDC to begin with. A few of my clients just add boolean data of 'do not sync to Marketo' between SFDC and MKTO and usually just purge from both platforms. However, if there i...

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  • Re: Custom Object Append Data Question

    Thanks, Kenny Elkington I will check this out! This seems like a great fit, because I can create custom fields too.However, does it change the problem I am having, can this append information to the field? i.e. attends webchat ID 1234; attends webchat 9000, etc. ?

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  • Custom Object Append Data Question

    Hi there,We are trying to use custom objects to import webchat data for one of our clients. We built out the custom object and have a successful import of data but we want to continuously append event data instead of overwriting it on each import. Does anyone have any experience with doing so and ha...

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  • Re: A New Year, A New Design & Structure In Community!

    Great work, Janet + team! Excited for all of the changes.

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  • Re: Tip of the YEAR!

    For my old organization, it was setting up and utilizing MSI to its full potential - we had way too many one off email blasts that were going out on behalf of a sales member, rather than educating on MSI. So, meeting with sales over and over to present and educate how to use MSI and promoting to use...

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  • Re: Alternatives to Sales Insight / ToutApp for activities in SFDC

    Agreed! I'd love to see some alternatives as I can deliver other options to clients rather than just pushing the MSI idea. Great question!

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Public Statistics
Date Registered ‎10-29-2014 11:07 AM
Date Last Visited ‎11-09-2022 10:25 AM
Total Messages Posted 102
Likes Received 73