Similarly, and this would be a little overkill but may be justified if you see this part of the process growing, but you could also do this with a custom object.
And because of that, it's actually strongly advised to use both the standard as well as programatic tokens in design studio templates to help build more scalable templates.Positive...
Actually, our sales organization references "opened email" before making outbound calls so you should sync up with your sales team first about what all they need, but otherwise I a...
Hey Josh,The lead routing is all done in SFDC. The reason I asked was because we want switch lead routing in SFDC to be queue based without hurting our sales named campaigns in Mar...
Why can't he set the trigger for "Visits Page" and have a filter for "Filled Out Form X (on Page Y if applicable) in past 5 minutes"? The way I see it, that would do exactly what h...
I have created a program that allows SFDC users to suspend leads from receiving marketing emails for 30 or 90 days, and get a 5 day warning when that lead is about to be taken off ...
I wanted to get a feel for how others are addressing building scalable lead routing processes in their Marketo and/or SFDC instances.Currently we have a 20 person territory-based S...
Unfortunately that doesn't solve the problem. Queues are not treated the same way as the lead owners (different objects) so adding an email address to a queue won't change anything...