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Floyd and Sonali's answers are correct.If you observe duplicate creation, it means something is broken in your lead conversion process. Check to start that you are using a standard conversion process.-Greg
Marketo ABM Option will cover all your needs except for add buying. -Greg
Floyd is right, there is no possibility to query companies if there is not at least one contact in the database for them.Once this is done, the company update date is not available either. If you want to search on this field, the simpler is to create a formula field copying this update field. This f...
Hi Jaclyn,I am not sure I understand. Are you talking about accounts ? Fields ? Filed values for large number of accounts ?If it's about field values, try updating these accounts after making sure that the fields appear in the admin -> field management.Test it on a few accounts and check the result....
Hello Joke,Long time no chat Better open a new thread than adding a comment to an old one.You should use a custom object for this. That would be easier.-Greg
Hi again Soledad,The problem with sending email with SFDC is that they are not sent by Marketo, so not tracked by Marketo for clicks and cookies will not be reconciled if people click the email.-Greg
Hi Soledad,email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.What are you intending to do here? -Greg
Hi Karyn Hill ,Do not take us wrong, the solution IS good, but the Consultant should have warned you it also has some limitations and is not 100% equivalent to the system CL's. I am sorry you are interpreting our comments that way, and that was not my intend, and I know that it was not Sanford's, ei...
Hi Karyn,On top of what Sanford already explained, one of the reason why sliding windows are important is also because of time differences. Midnight does not happen for every of your targets at the same time.Another limitation of ad-hoc systems is that it's quite difficult to distinguish, when an e...
No, you need to spot a lead that's having an issue and go to it's activity log.There is no other way for the moment. Many features are missing to enable us to better track sync errors. Read Marketo / salesforce integration needs a serious overhaul, don't you "sync"? -Greg