Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Hi Michael,the opportunity object is not available for sync as a custom object.-Greg
HI Shannon,HI MSD, you should try calculated fields. I have not tried them and do not have an MSD instance at hand I could use for such a test. Let us know -Greg
HI All,A few feedback after about 12 migration projects:Migration goes usually smoothly as long as the preliminary steps are well executed (removal of all drafts, tests of all templates)The replacement of v1 templates by real v2 ones (leveraging modules) drives a reduction of the number of tempates ...
Nice one Rob. A must read for all field-creation-happy admins.-Greg
Hi Franklin,This technique will enable you to create smart list of leads that have stopped sync'ing, which the notifications alone will not enable you to do.-Greg
HI Allison,No, it just means that if you have in your import file looking like this:email scorejohn.doe@company.com +1And you try to import it, if will not add 1 to the lead's score.-Greg
HI Amy,look here Marketo Sales Insight - Marketo Docs - Product Docs and, for the campaign piece, here: Add a Lead/Contact to a Marketo Campaign from Salesforce - Marketo Docs - Product Docs -Greg
In my previous posts on the "sync with Marketo" "Sync with Marketo" mysteries part 1 and "Sync with Marketo" mysteries part 2, I pointed out the fact it's impossible to know through filtering that a record has stopped sync'ing, except through visiting lead activity logs one by one.The typical use c...