Grégoire_Miche2

Re: Conditionally block field update with block / unblock flow steps

by Grégoire_Miche2 06-15-2016

Hi Sanford,Good point. A Static list membership or a segmentation could also be a good starting point.I like a lot the idea of locking / unlocking a field using flow step. I think it's better, so I have reworded the idea.taking a cue from JavaScript property descriptorsWhat does that mean for a mere...

Ideas

1596 1 0
Re: Remove revenue cycle phases

by Grégoire_Miche2 06-15-2016

A customer needed only 4 stages in their rev cycle. Impossible -Greg

Ideas

1373 0 0
Conditionally block field update with block / unblock flow steps

by Grégoire_Miche2 06-15-2016

Today, we can block field updates based on source. But we would need to be able to do the same thing only in certain records.Originally, this idea was about having 2 choices for each field and each source:Block always (currently available)Block if member of smart list, to be specified by the admin.B...

Ideas

1844 39 3
Re: Sync all lead owner / contact owner / account owner std and custom...

by Grégoire_Miche2 06-15-2016

Since when we "already have this"? This ought to be a joke There are 47 standard user fields in SFDC and only 5 lead owner fields and 3 account owner fields in Marketo. I am not saying that all47 fields would make sense in Marketo, but there are quite a few that we could make use of.We cannot even g...

Ideas

1885 1 1
Re: Login in as another person

by Grégoire_Miche2 06-15-2016

Hi Sierra,Already logged here: -Greg

Ideas

1719 0 0
Re: Form that pre-populates placeholder Program & Tokens

by Grégoire_Miche2 06-15-2016

2 more cents about the specs:offer the possibility to create a program from scratch, chose the type and the channel and the tokens.The app could also have some templates that the user could define and reuse, similar more or less to program templates, but in a more friendly manner.On the business cas...

Ideas

1987 0 0
Remove revenue cycle phases

by Grégoire_Miche2 06-15-2016

Revenue Cycle Phases are quite painful. They force a certain number of stages in the revenue cycle, because you need at least one stage per phase.There are used almost nowhere in Marketo, excepted in RCE and frankly, I have never seen them really used, and I am not the only one. See What are revenue...

Ideas

1409 4 3
Re: Attach files to a case upon creation

by Grégoire_Miche2 06-15-2016

Agree 200%

Ideas

2868 1 0
Re: Durable blacklist

by Grégoire_Miche2 06-15-2016

Hi Leah,Yes, for the unsubscribe, Marketo keeps the info even after you have deleted the lead. This is called Durable unsubscribe. See Feeding the Durable Unsubscribe List without increasing the databaseMy idea above was to be able to do the same with blacklisted leads.-Greg

Ideas

1813 0 0
Durable blacklist

by Grégoire_Miche2 06-15-2016

I would like to remove the undesirable persons from the database, to save on the licence costs, but still keep in memory the fact that the corresponding email address was blacklisted.For this, a "Durable blacklist", similar to te durable unsubscribe, would be great.-Greg

Ideas

1885 17 4