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HI Tim,In SFDC, even converted leads can be accessed through API or reporting, with, for each converted lead, the possibility to retrieve the converted contact and converted account. IMHO, your data warehouse should leverage this functionality, and not rely on Marketo to provide the info.Otherwise, ...
Hi Jessica,Thks for this.This is were this idea would be extremely handy: -Greg
Hi Dory,So true!The post was about emails not sent, not about emails sent twice -Greg
Method to handle it at best are here: "Sync with Marketo mysteries" part 2-Greg
This post it to elaborate some strategies to handle the "sync with Marketo", based on the findings we had on how this field really work ("Sync with Marketo" mysteries part 1)If you want to prevent some leads to be sync'ed to Marketo from the early beginningJust set the "Sync with Marketo" to False ...
Important: how much of this is also true for MS Dynamics, I do not know, but I can suppose the way it is implemented is quite similar.-Greg
One common question is : how do I restrain some records from flowing from SFDC to Marketo when that cannot be handled with simple Salesforce sharing rules. For instance, making sure that inactive contacts or even contacts without emails do not pack into the Marketo DB and count against the licence. ...
Hi Roxann,Can you be a little more specific on whitelisting the regex return path ? What does it look like ? Will this approach work for every email system, including the oldest ones (we still see large companies using the good old IBM or Lotus Notes )?Also, you write that it is instance specific, y...