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Is it possible to map a boolean field between Marketo and Salesforce so that when Marketo has a TRUE value, Salesforce gets a FALSE value (and Marketo FALSE / Salesforce TRUE)? If so, how?
Thanks for taking the time to reply, Gerard Donnelly.What is your reason for syncing the fields to the Marketo? Will they be used for reporting in Marketo or for triggers etc...We synced the fields to Marketo before we decided to hire an agency. At that point, they seemed like "nice-to-haves"; we d...
Thanks for the response, Devraj Grewal. Because our Marketo instance is new, we haven't started referencing these particular fields; I've successfully hidden them. It feels misleading to me that "hiding" the fields doesn't remove them from the Activity Log.Please holler if you have any other sugges...
My organization is hiring an agency to help us with our marketing efforts. We plan to give them access to our Marketo instance. Our instance is synced with Salesforce and we have sensitive customer data (two specific fields) synced into our Marketo instance that we do not want the agency to have acc...
Thanks for weighing in, Josh. I appreciate where I think you're headed with this... "why introduce a new status if it doesn't impact anything later in the program?" In our case, we want to have clear, representative statuses for members of a program because we share that information outside of our m...
Thanks for your reply, Sydney Mulligan. I'll give this approach a try.
I'm using a "Live Event" channel with statuses as shown below. I have a number of active programs using this channel.Because people who register for our live events sometimes later inform us that they will not attend, I want to be able to move people from the "Registered" status to the "Will Not Att...