One thing that killed us in the beginning was failing to realize that any custom fields you want synced between the two systems MUST be created in SFDC.
Hi Elliott - I actually edited my post to say "custom" reports not "customer". 🙂In our Analytics section we have a folder titled Other Reports. In there we just have custom report...
That's definitely the right solution, but I had areally hard time getting it to work using JS. I just took the Marketo form off the page and added it in manually using a custom HTM...
Hi again.Thanks for your earlier replies. I have this working for the most part now, but am coming up against a problem with the cookies that Jep touched on in his response.First, ...
Holy... wow.I haven't fully digested all this, but I am bookmarking and will just say that Revvie Award was well deserved!! Very nice - thank you for sharing, Adam.
Have you looked at the Leads by Source report & tried cloning then modifying? You can pull in custom columns & then group leads by a column. It might not give you everything you're...