Floyd_Alvares2

Hi @IS-sandboxes  There are API calls to get the fields available on the Company, Opportunity and Named Account objects. Company: https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Companies/describeUsingGET Named Accounts: https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Named_Accounts/describeUsingGET_3 Opportunities: https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Opportunities/describeUsingGET_4 Please note that if your Marketo instance is natively synced to a CRM, then the Company and Opportunity objects are not accessible via the API. Additionally, you can use the Marketo UI to download the meta data for the objects: Export All Object Metadata | Adobe Marketo   Hope this helps. Floyd ... View more

@Lindseyirvine , when you use the 'send alert' flow step, you can (in your alert email) reference all the lead values as per any other email.   Marketo recognizes you are sending the alert email in relation to the specific lead.   Cheers Jo ... View more

Hi @Danielle_Wong  With regards to the Dynamics records syncing into Marketo - it is always best to merge these records in the CRM and then allowing it to flow down into Marketo. Therefore you are not sitting with a merged record in Marketo but duplicate records in Dynamics. Other considerations are merged records being added to campaigns - example a existing customer may be added to a new lead gen campaign because the deleted email was part of that campaign. Also please make sure you have an export of all the records you are looking to merge - just to ensure no data loss and you have something to fall back on. Hope this helps Floyd ... View more

Thanks for the reply, @Floyd_Alvares2!   I really like the Opportunity Influence Analyzer for showing marketing's influence on one specific opportunity. But, like you've said it doesn't help identify all the opportunities marketing has influenced.    For any one else who reads this... as a next-best option, I've used a Salesforce 'Campaigns with Influenced Opportunities' report with filters for: Opportunity.Won = True Member Info.Responded = True I believe this returned a list of opportunities where contact roles reached success on a Marketo program before the opportunity closed. Using this assumes 1) contacts are tied to opportunities via contact roles and 2) all of your Marketo programs are synced to Salesforce.  ... View more

Hi @Nejka_McGeachie  There is a good documentation on integration between MSD 365 and Marketo here: https://experienceleague.adobe.com/docs/marketo/using/product-docs/crm-sync/microsoft-dynamics/sync-setup/microsoft-dynamics-365/step-1-of-3-install.html?lang=en You can follow these instructions to do your integration.  However, my suggestion to running any kind of integration is getting experts in the field for that - especially since they would know any and all gotchas. Especially if you need to run a merge of duplicate records that may be created through the MSD integration. There are many Marketo service partners - you can search online. Some recommended partners that I have worked with are BluprintX, Hoosh Marketing, GreenHat, Merkle etc Hope this helps! Floyd   ... View more

I've accomplished this in two ways:   A google workbook that has multiple sheets. Tab 1 - Program Name. Listed the components of the name and concatenated them when all were completed. The generated name is used when cloning the Marketo program template and creating the corresponding Salesforce campaign. Tab 2 - All the token fields that populate the emails and  landing pages. The marketing folks were thrown back at first until they realized how much time savings they got from the token sheet. Tab 3 - Campaign Meta Data Details:  Campaign Start, Campaign End, First invite out Second invite out, etc. Tab 4 - Add to Calendar link generator. Works like Tab 1 but translates the date and times and timezone correctly Tab 5 - Local UTM generator. Once completed they use a macro to post them to the master list of UTMs   Option 2: Ticketing Request System I'm now at an organization that uses Microsoft products so I'm implementing the above as Sharepoint lists which can be populated from forms in Teams. It's not the same tabbed, self-contained book but it's easy enough. I could build it in Excel and then have the request ticket open the Excel workbook with the same tabs.  I haven't had time to work on this yet. I'll update you as I move forward.   Dennis Giraffe goes where? ... View more