Grégoire_Miche2

Apparently, thx to @Jep_Castelein2 , this is in fact now available, and you just need to ask support for it.   see https://www.linkedin.com/feed/update/urn:li:activity:6684515964203225090/   -Greg ... View more

If you really want to make sure no lead will be pushed to SFDC, based on a rule, here is an example on how to do it (in this example, it's based on which partition the lead is stored in):   Create a field "Sync to SFDC" in SFDC, on the LEAD object, type checkbox. Do the same on CONTACTS, but as a formula, value always "TRUE" (this is not mandatory, it's only for the consistency of your marketo Database) Create a validation rule in SFDC that prevents any LEAD to be created by the Marketo user (based on profile) with this box unchecked (Sync  to SFDC = false). Create a workflow in SFDC that checks the box (sync to SFDC = true) for any LEAD created by a user that is NOT the Marketo user. In Marketo, create a smart campaign that fires when a lead is created or when a lead is changed partition and sets the value of the box to true or false, depending on the partition.    The reason to set a strict system is because pushing leads to SFDC can also happen inadvertenly (for instance through adding a lead to a program). See my writings about implicit sync here:  https://nation.marketo.com/t5/Ideas/Do-Not-Sync-to-CRM/idi-p/263890 https://nation.marketo.com/t5/Product-Discussions/Marketo-salesforce-integration-needs-a-serious-overhaul-don-t/m-p/45792#M16456   -Greg       ... View more

Happy to see this one becoming a reality. Do I get a tee shirt ?  😉   ... View more

You do not need this. Just sync to SFDC and assign the contact to a lead queue and this will create a new lead. It's really not recommended, though. -Greg ... View more

Hi Yifat Danieli , You will have to separate the fields used for data entry on forms from the fields you use to store the data, that sync with the CRM. Then you will have to create the logic to exchange information between the 2 fields. For the later, the best it to use webhooks, that can implement a solid logic. -Greg ... View more

Hi Leticia DoPrado‌, In the revenue model PHASES, no, you cannot. -Greg ... View more

Duplicates other ideas:            Greg ... View more

Hi Justin Cooperman‌, The truth is that it has been a long time Marketo has not released any of the top ranked ideas from this community, and we have been awaiting Sky and its promises for a very long time, especially with regards to the possibility Sky offers about fixing many of the small bugs that ruin our lives (https://nation.marketo.com/thread/30031-just-do-it-marketo-so-called-minor-missing-features and https://nation.marketo.com/thread/33692-marketo-salesforce-integration-needs-a-serious-overhaul-dont-you-sync are ow more that 3 months old).  And the policy to make all significant upgrades chargeable is also very frustrating. E.g. MPI, while in the same time Marketo analytics and advanced reporting are so limited and old fashion. Greg ... View more

HI Sean Richards‌, I did. We recommend the usage of Flows in Salesforce, that enable to create wizards without having to code. The the wizards can have multiple steps, ask questions conditionally to previous answers, and fire multiple updates. For example we will create a "qualify lead" wizard that will ask whether the user wants or accept or dismiss the lead, then if dismissal is chosen, ask for what reason, and based on the reason, the wizard will determine the new lead status, may set a recycle duration, etc... If the lead is accepted, the wizard will confirm whether it's for a new opportunity, an existing one or for account management, will also check fo existing account / contact and ask for confirmation to attach to existing or create new ones, and then the proper conversion. Another type of wizard if for the creation of opportunities on existing accounts, to force the attachment of at least one contact. -Greg ... View more

Hi Sarah, The Sky UX will offer the possibility to add labels at all levels, down to assets in a program. But I am not sure it has other utility than searching and filtering. -Greg ... View more

Hi Erik Heldebro‌, Unfortunately not. And since the merge with Adobe, I have somewhat lost my connection with the PM -Greg ... View more

On top of Sanford's reply, which is that the template is your responsibility, Gmail has specific constraints with regards to responsive design. Until very recently, Google would not support media queries, because they were promoted by Apple... So it also all depends on the version of Android or gmail app you are using. If you are using Marketo starter templates, they are not pixel perfect with regards to responsiveness either. -Greg ... View more

Hi David, Indeed, not synch'ing new leads to SFDC is not such a good idea. People do this because they fear they will overwhelm sales in SFDC with immature leads. The best way to set this up is to create various lead queues in SFDC and assign the leads to the queues based on lead maturity. You will also need to train everyone so that they do not create new lead nor contacts in SFDC without searching SFDC for exiting records (which supposes they can access these leads in the first place). Once the lead is in Marketo and SFDC as non sync'ed records, it is too late... The duplicate will happen and will need to be merged later. With regards to sync filtering, I wrote quite a bit here: https://nation.marketo.com/community/champion/blog/2016/03/09/sync-with-marketo-mysteries-part-1 https://nation.marketo.com/community/champion/blog/2016/03/09/sync-with-marketo-mysteries-part-2 -Greg ... View more

Hi Nancy, No, currently, the LAR will only fire once, on lead creation and will not fire again when the lead is updated nor when the lead owner is changed. Vote here: https://nation.marketo.com/ideas/7524  -Greg ... View more

There are some limitations, though: the SFDC LAR will only fire on lead creation.  Vote here: https://nation.marketo.com/ideas/7524 and look into the idea to get a workaround. -Greg ... View more

Hi Daniel, Account backup name is equivalent to SFDC Type is contact, in fact. Just easier to understand in the context of this smart campaign -Greg ... View more

BTW, how do I mark an answer as correct in the new community ??? ... View more

Hi Sandy, Thx a lot !! Web agencies in action -Greg ... View more

Thx for this Sanford Whiteman‌, I was going to write it  , The correct trigger setup is Data value Change on "Company Name", source is not Salesforce.com, together with the SFDC Type is not Contact. You could also add " Account backup name is not empty" as a filter. -Greg ... View more

Hi Monica, Sending emails to an alternate address is not that simple. You will need to replace the student email address with the parents', send the email, then replace the email address with the original one. This means you need: To store the student's email address in a proxy field To also have the parent email address in a lead field, since you will not be able to use info from the custom object in a smart campaign flow. Make sure that if an error (hard bounce, soft bounce) arises on the parent's email address, you manage it so that you will not disable the student's address. It's better to have the parents in stored as contacts (you can segment them through SFDC record types for instance). -Greg ... View more

Same as https://nation.marketo.com/ideas/1037  ... View more

The idea has the same effect as being able to change the template of an existing email. See https://nation.marketo.com/ideas/1037, https://nation.marketo.com/ideas/1343, https://nation.marketo.com/ideas/6672,  ... View more

Hi Jackie Potts‌, this seams to me more a bug than an feature that needs enhancement... -Greg ... View more

Hi Nancy, I would be very surprised if you could change the SFDC lead owner with a "change data value" flow step. The reason is that this is a complex field. Behind the name of the owner, the internal value of the field is a SFDC ID. -Greg ... View more

HI all, Detailed answer to this is available here: https://nation.marketo.com/thread/28121 And a workaround (requires some APEX coding) is available here: https://nation.marketo.com/ideas/7524 Please vote! -Greg ... View more

Hi Nancy Rosenthal‌, Yes this is correct. If you follow the link to the Idea I sent, you will find a technical (apex based) workaround. KR Greg ... View more

Wanted to add https://nation.marketo.com/ideas/9819 , but I can no longer edit the post. -Greg ... View more