Jason_Alford1

Jason_Alford1

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Date Last Visited
‎03-23-2020 11:46 AM
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Joined the community 17-04-2018
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  • Re: Convert Person (Lead) Activity

    I'm not using the convert person flow step. The sales rep is converting this record from lead to contact in SFDC.So are you saying you don't see the sales owner in the detail? You see the contact?

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  • Re: What to do with leads sales doesn't want (small company size)

    Anne Angele​ Floyd Alvares​Hmm. Maybe we'll explore the this separate nurture idea. So given this idea what is the end game here? If they purchase you just attribute them success from within the nurture program?

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  • Re: Leveraging Demographic Score for lifecycle

    Thanks Grégoire. I think the thought is people are hoping we get demo information on repeat form fills using progressive profiling. In my experience it's only been the overall person score that we deemed important. I think the thinking is people want to make sure the right people are getting through...

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  • Re: Fear of updating contact information

    Thanks Jay. So essentially when they get to a form, or if someone imports their records (from an event or something); they can fill out the fields that you've blocked, but the change only happens on the Marketo side right? Because the fields are blocked to the sync user in SFDC?Yeah I thought about ...

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  • Re: Fear of updating contact information

    Hi Josh Hill,Thanks for following up. You're correct in the data flow you set up. For contacts in the DB and in SFDC they would like to keep the information the same. They're trying to have a mirror image between the DB and SFDC contact information. The information in the DB is for billing, company ...

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  • Re: Using flows to update activity history in SFDC

    Thanks. We'll probably end up using the flow for create task

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Public Statistics
Date Registered ‎04-17-2018 06:38 AM
Date Last Visited ‎03-23-2020 11:46 AM
Total Messages Posted 15