Edward_Masson

Edward_Masson

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Date Last Visited
Tuesday
Level 10
Joined the community 05-02-2015
Rank Icon Level 10
Sr Director Global Marketing Operations
Bay Area, CA
  • solved badge Re: My Watchlist 500 error and Sales Insight contact error

    The MSI should be installed on SFDC objects of Leads, Contacts, Accounts and Oppotuinities.Your screenshot is not showing all the interesting moments inside the MSI, if that is all what you see on a contact record, it looks like there is not enough space been allocated for the window to show the his...

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  • solved badge Re: My Watchlist 500 error and Sales Insight contact error

    Great, so your in the Marketo tab for SFDC.Have you added any leads to your watched list?If not, will need to go to a lead or contact record and view the MSI window of that record and use the pick list to select 'add to watched list'.I've never seen that view/window before with that wording. It may ...

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  • solved badge Re: My Watchlist 500 error and Sales Insight contact error

    Can you take a screen shot? I'm struggeling to see where exactly do you see this wording as I can't find that specific wording.I'm confused, not sure if your in SFDC lead/contact record viewing the MSI or the SFDC tab of Marketo where it shows all your leads/contacts.I'm trying to replicate the issu...

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  • solved badge Re: My Watchlist 500 error and Sales Insight contact error

    Not sure if your MSI is installed correctly on all SFDC objects or it's a seat license issue.Where do you see the option to click on 'Learn How'?

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  • Re: Batch sent/deployed alert

    can't you use a flow step to send the alert as the last step in a flow after email x was delievered?Add the choice, if email x was delivered, send alert email to campaign owner x.

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  • Re: Look up user by mkt_tok=3RkMMJWWfF9...

    I don't think so, thats marketo tracking. If you want to look up, its best to go throuth the lead data base and get the record ID number after you make a call by email addres. An example below:XXX is your instance and the 8 digit at the end is the unique record ID.https://app-xxx.marketo.com/leadDat...

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  • Re: Thank you Cheryl

    You go girl! (with fingers clicking)

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  • Re: SFDC Lead to Contact Conversion

    Your SFDC set up may be a cause here. Depending on what information is being mapped from lead fields to Contact fields.Also, is your Marketo form fields being used are not Person Contact fields?Be carfull not to add person contact fields to your Marketo form, If your form is using person contact fie...

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  • Re: Visits Web Page Trigger

    @Trish V,Ok, have you tried 'Clicks link' trigger and use contains (.pdf) or SolutionBrief.pdf, _Brochure.pdf ?

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  • Re: Sync MKTO leadid to SFDC

    I'm sure you can create a custom field in SFDC and have a workflow rule to stamp that field with the contents of 'View in Marketo' field which contains the Marketo ID.I've not tried it but thats where I would work with my SFDC Admin to see if it's possible.

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Public Statistics
Date Registered ‎02-05-2015 10:26 PM
Date Last Visited Tuesday
Total Messages Posted 884
Likes Received 478
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