Sam_Skala

Sam_Skala
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Date Last Visited
‎04-03-2020 02:53 PM
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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 name dot 02-20-2020 quickview

    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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    1378 0 1
  • Re: Syncing Opportunity Line Item Data to Marketo
    by Sam_Skala name dot 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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    4443 0 1
  • Re: Syncing Opportunity Line Item Data to Marketo
    by Sam_Skala name dot 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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    Discussions
    4443 0 3
  • Re: Syncing Opportunity Line Item Data to Marketo
    by Sam_Skala name dot 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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    4443 0 6
  • Syncing Opportunity Line Item Data to Marketo
    by Sam_Skala name dot 12-02-2019 quickview

    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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    Discussions
    4605 0 8
    Integrations
  • Internal Alert to SFDC Field
    by Sam_Skala name dot 10-01-2019 quickview

    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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    1063 0 1
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Date Registered ‎07-29-2019 06:43 AM
Date Last Visited ‎04-03-2020 02:53 PM
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