Rachit_Puri2

Rachit_Puri2

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Date Last Visited
‎08-17-2020 01:23 AM
Level 7
Joined the community 02-11-2014
Rank Icon Level 7
Bangalore
  • Re: Salesforce Wave Analytics with Marketo?

    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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    5719 3 1
  • solved badge Re: Is there a way to populate account info in SFDC via form fill?

    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. Web-To-Account like Web-To-Lead - Salesforce Developer Community

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    1986 0 0
  • Re: Zoom for Marketo

    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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    9946 0 5
  • solved badge Re: Survey Monkey and Custom Objects

    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 Marketo. Go to Admin > Salesforce/Dynamics Custom Objects Sync and look for your custom objects. If they are not synced, you ...

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    4198 0 2
  • Re: Any mimecast users having issues with the anti-spoofing policy and...

    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 it changes the IP address used for sending emails, we always look at the original email source in Gmail to check our IP...

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    9415 0 2
  • Re: Dynamic vs Salesforce sync option in Flow

    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 Salesforce to Dynamics, you are surely going to miss some functionalities which are available in the Marketo Salesforce sync. I ...

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    1248 1 1
  • Re: Marketo Sales Insights - Exporting the Information

    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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    3912 1 0
  • Re: Assets replication across different marketo instances

    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. RegardsRachit

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    2028 0 0
  • solved badge Salesforce Admin Certification - Any tips?

    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 study material which I could use? Would request you to share any tips, which can help me. ThanksRachit

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    3311 2 3
  • Re: Use Cases for a Marketo Backup Solution

    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 Sandbox to Production, doesn't that already happen by importing programs from Sandbox to Prod? Our solution could do that...

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    2211 1 1
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Public Statistics
Date Registered ‎11-02-2014 09:54 PM
Date Last Visited ‎08-17-2020 01:23 AM
Total Messages Posted 165
Likes Received 113