Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Hi Natasha,Yes you can use the Campaign was Requested filter in the way you displayed, but it will only show the records that have gone through the "request campaign" flow step. But the question remains what is your actual criteria? I am assuming that since you find the data does not match with what...
Hi Uday,Salesforce deleted records will always remain in Marketo unless specifically deleted in Marketo.The record will remain with SFDC is Deleted = True.If you need to delete the records that have been deleted in SFDC, you will need to run a smart campaign (batch or trigger) to delete these record...
Hi IIya,You could also leverage dynamic content via segmentation if you already have a pre-defined segments. You could definitely add another layer of dynamic content with velocity scripting to this as recommended by Sanford.ThanksFloyd
Hi Katie,Log a support ticket so they can help you identify your dedicated Customer Success Manager.FYIGrégoire Michel Not all instances come with MSI. This is a separate add-on that is provided to customer when they are integrating natively with SFDC or MSD. In the case for Katie, is it potentially...
Just adding my 2 cents:"My question would be: when a person is created, does it get added to my "Smart List yyyy" fast enough to NOT qualify?"When a member of a smart list filter (A) is referenced in a smart list within a smart campaign (B) or within another smart list (C). Then when B or C are exec...
Hey Lizzie,If you are seeing a massive drop off, I would suggest breaking down your smart list and add the filters one by one to see where the drop off happens.ThanksFloyd
Hi Natasha,Based on your requirements, I think it would be better to run a Smart List with the filter "Filled out Form" or whatever is your criteria and in the "People" tab you can identify all the records that meet this criteria.You can then edit the "View" to get the fields that you require into y...
Hi Troy,Marketo is unable to edit/update any fields on the SFDC Campaign Object.Marketo can only create an SFDC campaign, add a record to an SFDC Campaign and change the status.There is an "idea" posted by Grégoire Michel : Marketo / salesforce integration needs a serious overhaul, don't you "sync"?...
Hi Carla,I believe using
Hi Gina,You could just add the email address column to view by editing or creating a new custom view.Then you can export all the data with visible columns as per your requirement.ThanksFloyd