Richard_Wasylyn

Level 4 - Champion Alumni

Joined the community 16-12-2013

Level 4 - Champion Alumni

Sr Director, Marketing Operations

Vancouver

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Re: Changing Lead Score Type - SFDC / Marketo

by Richard_Wasylyn 03-11-2015

I'm wondering if there are any issues with the time to sync SFDC to marketo. So if we set up and control lead score in Marketo with the behavioural and demographic lead scores. Then in SFDC have a custom field that adds the two, how long will it take to sync back into Marketo? We want to trigger ale...

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1195 0 0
Changing Lead Score Type - SFDC / Marketo

by Richard_Wasylyn 02-23-2015

I'm trying to set up our Lead Score field to be a formula of Behavioural + Demographic soring but having some issues trying to change the field type in SFDC. Is this a case where I have to delete all the data out of that particular field so that I can edit the field type? Also curious if anyone else...

Discussions

1275 0 2

Integrations
Re: Updating data field if less than another value

by Richard_Wasylyn 12-09-2014

Yes, I'm using a token in the choice step - If employee count is less than {{custom-employee-cound-field}} and it's not working.

Discussions

924 0 0
Updating data field if less than another value

by Richard_Wasylyn 12-09-2014

I'm implementing some smart forms that pull in a value for employee count on an organization. I'm able to take the custom smart form field and write it into our standard SFDC if the field is already blank. What I'm hoping to do is write the value in if it is either blank or less than the value in th...

Discussions

955 0 2

Lead Management
Re: Update to Field Type from SFDC

by Richard_Wasylyn 12-03-2014

I pulled the data out of the field and removed it from any test flows and then was able to change the type in Marketo to match the SFDC type. Looks like it's resolved now.

Discussions

992 1 0
Update to Field Type from SFDC

by Richard_Wasylyn 12-03-2014

We recently changed a field type on a new custom field in SFDC. The field had synced into Marketo with the original field type, we made the change and had hoped that they sync would update the field type. We've waited about 48hrs now and the field in Marketo still hasn't synced with the correct fiel...

Discussions

1076 0 2

Integrations
Re: Updating Lead Source on Converted Leads

by Richard_Wasylyn 11-03-2014

So what I'm trying to do is consolidate some of our lead source buckets and add lead source details.I have a lead that has an lead source of "Event - Event Name - Year", the lead was converted to a contact and the lead source value was written in from Marketo (it was not a data value in SFDC).What I...

Discussions

1528 0 0
Updating Lead Source on Converted Leads

by Richard_Wasylyn 11-03-2014

I'm doing some restructuring of our data and field values. I'm currently cleaning up our lead source values but am having some issues updating values on converted leads. Has anyone figured out how to update lead source values on converted leads, I haven't been able to find any solutions on the SFDC ...

Discussions

1624 0 3

Integrations
Field Mapping Issue

by Richard_Wasylyn 09-26-2014

We are having an issue with one of our field mappings. Currently our Lead Status maps to 2 fields in SFDC - Lead Status and a custom field on the contact record "Current_Status_c". The second mapping should never have been connected. I've asked support if they are able to break the mapping on the se...

Discussions

962 0 1

Integrations
Setting acquisition program on list impoart

by Richard_Wasylyn 08-27-2014

I'm trying to upload a list into a program and set that program as the acquisition source on import. When I look at the drop down the program isn't available as an acquision source. I've checked all the settings in the program set up and everything is set correctly. Is there a timing delay before it...

Discussions

1056 0 2

Lead Management