Level 7
Joined the community 02-11-2014
Level 7
Bangalore
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Well, in that case, you would have to make some edits in the report and include the Date of Activity as a constraint. As an example, you did the Test on 25th April, 2017 and the wi...
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Like Jamie said, you can not pull reports from Marketo to SFDC. Depending on the reports, you can create custom reports in SFDC. If you are looking for a consolidated dashboard whi...
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Hi GabrielWe have created many custom dashboards using Marketo and Tableau. Let me know if you would like to see some examples. PM me and I can send some of the screenshots.
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Agreed with David. That would be one way if you want to use a Marketo form. Else, you can use a web-to-lead form and create a trigger to update the fields on the account object. We...
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Are you using the SOAP API or did you create a new API user and then used the REST API credentials?
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Hi SarahYes, you can leverage velocity scripting to insert the details from your CRM custom objects in your email. However, you will have to ensure that they are sync'ed with Marke...
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As Courtney mentioned, adding the IP ranges is not the safest way to prevent this. Adding the SPF in your policy settings would be a better idea. While Marketo does not inform when...
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There are no additional settings in Dynamic sync. The only available option is to sync a lead from Marketo to Dynamics as a Lead or Contact. If you have just migrated from Salesfor...
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Agreed. And what you just mentioned makes complete sense. It is just that some teams focus on saving costs without considering the tradeoffs.
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Hi RahulWe are working on an app for this. See the discussion here: Use Cases for a Marketo Backup Solution If you have any specific need, you can add it to the discussion thread. ...
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