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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?
Solved it with a hidden field in the form and use it for the different smart-lists and flows.
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...
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.
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.
Sorry, I am not sure.... new to marketo....
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?
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?
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
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.