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The more I think about this one, the more I feel deactivation should be the standard way, user removal should not be allowed.ex: adding a new user who was deleted Removing the possibility to delete a user would require to change the way Marketo handles a new user that never connected. -Greg
Dear PM,If working on it, any ETA ?-Greg
Users can be forbidden to schedule or activate smart campaigns, but inexperienced ones can still do a lot of bad things using the manual flow steps. Only a few of these flow steps are subject to a permission (mainly the delete lead).This idea is to request that all flow steps should be subject to a ...
It should be possible in the admin to delete all the rows in a custom object, with a "truncate custom object" command in the "Custom object actions" menu.-Greg
Also, tag level exclusion lists would automatically be combined. Let's say I have a program with 1 channel and 1 tag, each of them with an exclusion list. The lead would receive the communication from the program only if he/she is not a member of both exclusion lists. When a lead is not sent an emai...
When syncing a lead or changing it's owner, only real users and queues are accepted. We cannot use tokens.We should be able to use any lookup field from SFDC that contains a user ID (so any SFDC lookup(user) field) to set the task, be that field on lead, contact or account.A typical use case for thi...
When creating a task in Marketo, we can only assign it to a specific user or to the lead owner.We should be able to use any lookup field from SFDC that contains a user ID (so any SFDC lookup(user) field) to set the task, be that field on lead, contact or account.-Greg
When 2 leads are merged, the default lead score is added up, but the other score fields are not dealt with the same way: Marketo keeps the value of the master record.It should be possible to define in the admin sections (in field management) the behavior for score fields, amongst the following possi...
If you read me correctly, I am not writing you have incorrectly expressed yourself.I am writing that, IMHO (backed with about 40 Marketo projects I have managed, and as much Salesforce projects), what you are trying to achieve is a bad idea. You are going to create information over-abundance. Sales ...
Hi Lauren,I am sorry to be counterproductive in nature trying to help you and believe me, I will not try again (helping you, of course, as with regards to being counterproductive in nature, I cannot help).-Greg