Soledad_Angel

Soledad_Angel

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Date Last Visited
‎01-28-2020 02:06 AM
Level 2
Joined the community 05-02-2018
Rank Icon Level 2
  • solved badge Changing SFDC integration credentials

    I need to change the salesforce credentials from myself to a different user. Are there any considerations I need to take before doing so? Do I just ask the new user to go and enter his credentials?

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    2341 0 1
  • solved badge Re: Preference Center

    Solved it with a hidden field in the form and use it for the different smart-lists and flows.

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    3664 0 0
  • solved badge Preference Center

    Hello all,We have build a preference center in the COE which I understand it takes care of all people across all spaces. We have workspaces for our regions and one for a child company that we are now on-boarding. Data will be shared across regions and child company, but the incoming leads for our ch...

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    3925 0 3
  • solved badge Smart List

    Hi!New to marketo.....How can I build a Smart Campaign that would show me the people that have not synced to SFDC? What would be the right logic? I was simply thinking of SFDC ID is (blank), but that does not exist.

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    1702 0 1
  • solved badge Re: Email Templates editable in SFDC

    Yes, that answer my question. I just believe that sending email via MSI is not very user friendly and wanted to use the standard SFDC email functionality which just takes ~3 clicks instead of ~8.

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    3295 0 1
  • solved badge Re: Email Templates editable in SFDC

    Sorry, I am not sure.... new to marketo....

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    3295 0 0
  • solved badge Email Templates editable in SFDC

    Hello all,Is it possible to make a Marketo template editable in SFDC? The template (once used) becomes available in SFDC, but cannot be modify for usage. Do I need to recreate it in SFDC?

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    3464 0 5
  • Black list process

    Jeff,Do Black Listed people get automatically excluded from emails (like opt outs) or is there an additional rule that needs to be set up? Also, do people from EXCL lists get excluded or again needs to be excluded by rules?

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    2697 0 4
  • solved badge Re: Do blacklisted leads receive operational emails?

    Jeff,Do Black listed people get automatically excluded from emails (like opt outs) or is there an additional rule that needs to be set up

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    3841 0 1
  • solved badge Re: Merge Lead and Contact, but do not convert

    The contact is a duplicate, wrong process used. Instead of creating the lead, someone created a contact. Hence, we want to keep the right record (lead), but move any potential info from the contact.

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    3339 0 1

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Public Statistics
Date Registered ‎02-05-2018 02:22 AM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 14
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