Sam_Skala

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Joined the community 29-07-2019

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Create Smart Lists With Opportunities and Product Info

by Sam_Skala 02-20-2020

This has been discussed before but I am facing the same issue where I would like to create smart lists of contacts associated with opportunities that have specific opp line items. The feedback that has been given in the past is to flatten the relationship between the products and the opp by creatin...

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Re: Syncing Opportunity Line Item Data to Marketo

by Sam_Skala 12-03-2019

Alternatively, what about using the asset object related to the SFDC account? It looks like this is an object can be selected to sync to Marketo and should have all the information needed without creating a custom object.

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Re: Syncing Opportunity Line Item Data to Marketo

by Sam_Skala 12-03-2019

Maybe I am misunderstanding the recommendations. My impression from Marketo support was that I would need to create a Salesforce custom object and sync the data from the Opportunity Line Item to that object and then sync that object to Marketo. If I am understanding Michael Florin correctly, I could...

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Re: Syncing Opportunity Line Item Data to Marketo

by Sam_Skala 12-02-2019

Hey Mariah,The opportunity line item is a distinct object from the opportunity and cannot be referenced in the same way as an opp through Marketo. Support claims that a custom object needs to be created and the info from the opportunity line item needs to be transferred to that object. I wanted to m...

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Syncing Opportunity Line Item Data to Marketo

by Sam_Skala 12-02-2019

I have seen a few posts about related topics but I have not found a complete response to this situation.Our org would like to sync opportunity line item data from SFDC to Marketo and leverage this information to target different members of our customer base. The desired outcome here would be the abi...

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Integrations
Internal Alert to SFDC Field

by Sam_Skala 10-01-2019

I am looking to set up multiple internal alerts to sales reps when leads take specific actions (Request a demo, re-inbound, etc.). The caveat is that I am trying to send this email to a field (BDR Territory Owner Email) that lives on the lead/contact record in SFDC and is pulled into Marketo. It loo...

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1004 0 1