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: Deactivate user without deleting it

    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

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    3529 0 1
  • Re: Add date ranges and content custom filters to the getleadactivity ...

    Dear PM,If working on it, any ETA ?-Greg

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    4463 0 1
  • Have all manual flow steps subject to a role permission

    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 ...

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    1534 5 4
  • truncate custom object

    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

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    1069 23 1
  • Re: Tag-level exclusion lists

    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...

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    6847 1 0
  • Use any lookup field containing user info to assign leads on a "sync l...

    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...

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    1048 34 1
  • Use any lookup field containing user info to assign tasks created from...

    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

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    1520 20 4
  • Define how Marketo should deal with score fields on merge

    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...

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    1454 32 2
  • Re: Form insights

    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 ...

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    1855 0 1
  • Re: Form insights

    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

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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