Grégoire_Miche2

Grégoire_Miche2

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Date Last Visited
‎05-31-2023 01:26 PM
Level 10
Joined the community 26-11-2014
Rank Icon Level 10
Partner, PRM & CRM
Paris
  • Re: Email Templates 2.0: enable containers and modules on tags, not o...

    Hi Lucho,This is not the only way to set it up. Ours use a table on first level only on Outlook, otherwise it uses divs on other email clients:

    This has shown to be easier to make it fully responsive on all Android email clients-Greg

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    5201 2 2
  • Re: Do Not Sync to CRM

    Hi Christina,Roughly the same as when you set a sync filter on CRM side: it has to be handled on SFDC side if you want it to be deleted.More globally, there is an issue in the way the sync filter works: the sync source knows, but the sync target does not know that the sync is stopped (see "Sync with...

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    4027 1 0
  • Let Marketo know when a lead stops sync'ing from CRM (SFDC / MSD)

    When you set up a sync filter on some CRM fields (flexible in SFDC, on MSD, it's handled with a standard SyncToMkto field. See Create a Custom Dynamics Sync Filter - Marketo Docs - Product Docs), if the filter is activated, the sync stops immediately (see "Sync with Marketo" mysteries part 1​). The ...

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    1276 32 2
  • Editor 2.0: access to the Starter Templates to be controlled through a...

    In the new editor 2.0, the starter templates can be seen and used by all users or by none of them.The risk with making them available to every one is that everyone starts feeling they are designers and start creating completely non-compliant emails.So it may make sense that, in some orgs, the access...

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    2883 18 7
  • Last Touch reporting in Program Analyzer

    Currently, in the program analyzer, we can only get first touch and multi-touch computations.It would be great if we could have also the last touch (before opportunity creation) one. This would assign the opportunity pipeline or revenue to the last successful program just before the opportunity was ...

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    1854 10 3
  • Do Not Sync to CRM

    We would need to have a "Do Not Sync to CRM" field that, when checked, would always prevent a Marketo lead to be pushed to the CRM. Once checked, all explicit or implicit sync actions would be ignored.An admin setting would enable the admin to decide whether the default value of this field would be ...

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    4252 38 5
  • Tag filters and tag views in the program analyzer

    In the program analyzer, we can filter by channel and we can group the programs by channel using the "view" menu.We need to leverage all the tags and their values, not just the channels, so that we can really create multi-dimensional analysis.-Greg

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    913 6 1
  • Email editor 2.0: using a token for the image elements

    The new image elements are great as they enable to secure the way images are insterted in an email and how the image will be formatted CSS-wise.But then it is now impossible to set the image using a token. We can only use real images here:This idea is about having a 4th choice here, that would be a ...

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    3160 36 5
  • Re: Reset sandbox

    One use case is when you refresh your SFDC sandbox, it breaks the sync. You may want then to refresh your sandbox.In order to limit any overuse of this, we could imagine that we could click on the button only once a day or once a week.-Greg

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    1544 1 0
  • Re: Make it possible for CRM (SFDC/MS Dynamics) custom objects to show...

    The absence of display of the SFDC custom object make it very difficult to control what's really happening with the custom object sync. We have a case where we render custom object records using a velocity script and the script seems to not retrieve data on some leads and to retrieve data on other. ...

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    4409 5 0

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Public Statistics
Date Registered ‎11-26-2014 12:29 AM
Date Last Visited ‎05-31-2023 01:26 PM
Total Messages Posted 9,466
Likes Received 13757