Michaela_Iery3

Great call out, @derelict_wombat - evaluating your tech stack is definitely an important part of your considerations! Keep in mind that CJA B2B and CJA, while similarly named are not entirely the same product. But it's a great place to start!

Hi, @Zoe_Forman - not through Marketo. I don't know if there are third party tools that might provide that kind of information.

Hi, Rachel:Without knowing how your specific instance of SFDC is configured it's possible that the opportunity was won, but your SFDC didn't update the probability/stage. That has to be set up on the SFDC side. So in theory, your "Expected Revenue" (which remember is based on Opportunity Probability...

Hi - inferred data is always going to be at the mercy of the IP data itself, and inferred regional data is always going to be a bit of a mixed bag, due to everything from travel to VPNs to regional ISP hubs. For example, depending on if I'm visiting a client, if I'm at home and/or if I'm on my VPN, ...

Hi, Amy:As the article above states, membership on a LIST inside a program doesn't make someone automatically a member of the program: "Many of us use static or smart lists as local assets within a program to identify whom we are going to include within the program. But just populating those local l...

Hi, Yexi Yuan Thank you for pointing out this clarification - I'll update my blog post. I should have clarified that when a lead is created, the fields being populated for the first time doesn't count as a data value change. If you've got an actual NULL value (empty v. blank, if you catch my meaning...

I know! Jodi and I tested it multiple times just to be sure!

Thanks, David! It's amazing what a difference the trigger campaigns can make to a large database. In terms of Orion, I can't speak to the specifics as well as our more technical consultants, but you are correct that you would see a difference with it. Having said that, it should always be best pract...

Thank you for that catch! I've corrected the link.

According to my friends in technical - and this is me putting a non-technical jargon on it because I am SO not on the tech side to be able to explain it like they would - basically the trigger is open and listening...and therefore "partially" activating just based on any email delivering. It won't f...