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Hi Christopher,Yes Marketo can read the values on the account field when the lead has been converted to a contact and attached to that account. You could run something likeData Value Changes "SFDC Type" Or "Lead is Converted" triggers along with "Portfolio Majority" = something, and Marketo should b...
Hi Alexis,That is great! Happy to help!Yeah generally you want to avoid syncing custom activities from Marketo to SFDC especially when you have purchased MSI ThanksFloyd
Exactly a month later from my reply and now we have a CC option.Floyd
Hi Christopher,What CRM are you using?I would recommend the mapping always be Lead to Contact. If you don't then during the conversion process there maybe loss of data - unless you are already mapping the information to the contact?If your CRM is SFDC or Microsoft Dynamics, you can leverage the fiel...
Hi Kevin,I do not think any notifications are triggered when someone downloads a list from the UI or even potentially using the API's to export data.I would create a suggestion post for this though ThanksFloyd
Hi Huihsing,This setup has more to do with your website setup as Marketo is not meant to be your CMS platform.I am pretty sure there are ways to do this on your CMS/website or even on Marketo landing pages.ThanksFloyd
You are welcome.Can you please mark Sanford's answer as correct.Thanks,Floyd
Hi Sant,The "Sync Schema" does not appear because your instance is already synced once. You would need to refresh your schema in order to see any new updates to the Custom Objects.First you should disable your global sync to SFDC, then refresh the schema and then re-enable your global sync to SFDC. ...
Hi Alexis,What is the reason behind now allowing Marketo's email activity to appear in MSI? I mean that is basically one of the reasons to have MSI.Also the screen shot that you posted is not related to MSI. This is a custom SFDC activity that is created and is not tied to MSI. Basically this option...
Hey Sanford.For "Is it possible to see what non-Marketo pages are using our forms?", if you are looking to see where the forms are situated on your hosted pages. Is it not possible to run a scan of the html for the marketo form id? Just checkingOf course this would not work for the pages that you a...