Level 7
Joined the community 02-11-2014
Level 7
Bangalore
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Hi I am planning to start preparing for Salesforce Admin certification. I have been working in Salesforce in past few years (building campaigns, reports etc.) Does anyone have any ...
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Hi GregYes, we are implementing a functionality where we can take a back-up from one instance and deploy the assets in another instance. It will be very helpful for agencies. For S...
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Hi Jamie, I am sure you wanted to write Rachit and not Rachel Here is the link of the deck: HIPAA Marketing Regulations (1).ppt - Google Drive
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You can create a separate report and include the filter in your smart list. Select the email and the variant from the constraints, which is the winner for your A/B test. You can do...
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Thanks. This is really helpful.
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Agreed on your point for the merging of duplicates. However, we have been able to change that using custom dedupe solution in Marketo. That helps us choose which date should be kep...
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Agree that MSI is very useful for LDRs. However, I am seeing many companies who just want LDRs to set up meeting and not use Salesforce extensively. And since SFDC licenses could b...
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Adding on to Greg's point, you can leverage the API as well to extract information from Marketo, put it in an excel and email it . But if we just step back, you want to share the i...
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Hi PatYou can not use tokens in Smart lists. This can be done either by leveraging an external web hook via Marketo, which can compare the score values. Another way could be using ...
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You can ask the support to change the mapping of a custom Marketo field with another field in SFDC, if that field is visible to the Marketo user. As a best practice, it is always b...
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