Natali_Talevski

Natali_Talevski

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Date Last Visited
‎01-28-2020 02:05 AM
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Joined the community 30-06-2014
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  • Re: Salesforce Sync

    The sharing permissions are created in SFDC against the Marketo account you have set up for the sync.Support sent me a video on how its done. Just go to University > Courses > Admin. The video is called Hide records from Marketo with the sync profile in SFDC. You can watch it on demand, but basicall...

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  • Re: Salesforce Sync

    Hi Ian,The first step of creating a do not sync field is correct - this field would be created in SFDC and those records that you don't want synced would be flagged as true.However, if you just then delete the record in Marketo, it will add it back in from SFDC in the next sync. You need to create a...

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  • Re: Salesforce Sync

    Hello,We are looking to do the same thing for the same reason - limited space in Marketo. I want to remove those leads that have never engaged with us but keep the records in SFDC.Would the above work? The only query I have is if we wanted to market to these people int he future, would we still be a...

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  • Re: Account Scoring

    It would be some sort of formula field in SFDC that would theoretically sum the scores from all contacts attached to the account. I'm yet to sit down and play with it to see what the formula would be though, so it's still just a theory.

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  • Re: Account Scoring

    Yeah, the plan I had was to use SFDC to pull scores from all the contacts against the account rather than build it in Marketo.Thanks!

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  • Account Scoring

    Hi all,I'm looking to implement Account scoring in Marketo/SFDC and just wanted to get an idea of how others have done this?Looking around the community, it seems as if Marketo had said back in 2011 that account scoring was going to be released. Is this the case?ThanksNatali

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  • Re: Download assets with one form and one landing page

    That would entail creating a separate landing page for each parameter, where I would rather have just one for ease of tracking and updates. And I think the timing issue would still exist as the field would not be updated by the parameter in time.

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  • Re: Issue with Select list, visibility rules, and having multiple valu...

    Hi Anthony,Have you tried adding "Select your Province" just before the Canadian states in your master? I've found that anything that is in my master list will show up when I then specify visibility rules.Natali

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  • Re: Download assets with one form and one landing page

    Dory - it's to the landing page. None of the new features are helping in this instance as it's a timing thing.Josh - yes a segmentation is populating the page based on the parameter that is passed through. I thought about a wait step, but I don't want leads to wait for a page to load. Same with seve...

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  • Download assets with one form and one landing page

    Hi,I've set up a resource form and asset page based on this URL Parameter solution (https://community.marketo.com/marketodiscussiondetail?id=90650000000PR6QAAW), but it seems as if the timing is off. The form picks up the parameter, but it doesn't populate the field in time for the segmentation to b...

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Public Statistics
Date Registered ‎06-30-2014 10:50 PM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 77
Likes Received 22