Grégoire_Miche2

Grégoire_Miche2

Contact Me
Online Status
Offline
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: Best CRMs with Marketo

    How your CRM integrates with Marketo is probably a narrow way of choosing a CRM, but if you look into this, as Josh pointed out, SFDC is ahead of the others. MSD connector with Marketo is limited functionally and the connector between Marketo and Sugar is event worse. I have never tested the SAP con...

    image_type
    Discussions
    7082 5 5
  • Re: Tokenizing 'Add to SFDC' Values?

    Hi Rajesh,If fact, even if the possibility existed, I am not sure it would give you especially the people you tried to add but for which the flow step failed.But using tokens in filter operators or constraints is not possible and has been requested for quite some time. See -Greg

    image_type
    Discussions
    2809 0 0
  • Re: Tokenizing 'Add to SFDC' Values?

    Hi Kristina,This is the same issue as in your other thread here: Reporting on Leads/Contacts not making it into Salesforce Campaign But I really to not understand what you mean by "tokenizing the action". Can you elaborate more?There are some program tokens that have a "SFDC campaign" type. You can ...

    image_type
    Discussions
    2809 0 3
  • Re: Link to Intermediary Custom Object from Multiple Custom Objects

    It usually makes sense to de-normalize the schema and use a 1-to-many model with only 1 CO in which you will copy the info from the second level object.-Greg

    image_type
    Discussions
    2033 0 0
  • solved badge Re: Remove CRM Sync Tool

    You next step might be to contact support and check if you could be eligible to test the unsync. Otherwise, you will have to migrate your Marketo instance, which is a huge task... Check if support could clone your instance without the sync. That might be a way to go and save some migration work.-Gre...

    image_type
    Discussions
    7164 0 1
  • Re: How to sync MS dynamics field to specific Marketo fields

    Hi Juan,As support if they can map these fields for you. Otherwise, you will have to decommission your legacy fields and move the data from these legacy fields to the sync'ed ones.This is one of the issue people face when they sync with the CRM long after having started to use Marketo...-Greg

    image_type
    Discussions
    1253 0 0
  • Re: Assign Task to Sales Reps who does not own the contact

    Read Marketo / salesforce integration needs a serious overhaul, don't you "sync"? . Section 6 refers specifically to this.-Greg

    image_type
    Discussions
    2304 2 0
  • Re: Reporting on Leads/Contacts not making it into Salesforce Campaign

    Then there is no easy way to list these leads.Nevertheless, the error message gives you some hints on where to look at. The trigger "Contact_Trigger_AIUDUD" is trying to invoke an object on which the Marketo sync user does not have access. If you want to know more, you need to go to SFDC and activat...

    image_type
    Discussions
    3505 0 0
  • Re: Sales Insights on SFDC Partner Community Pages

    Make sure you are using the latest version of MSI that is compatible with the lightning interface. Although lightning and communities are separate, they are closer.-Greg

    image_type
    Discussions
    2564 0 1
  • Re: Qualified Leads and the campaign associated with it.

    Hi Rajat,Not directly. The way we do this is through a field in which we store the last successes and a second field in which we store the latest success when the lead becomes MQL.-Greg

    image_type
    Discussions
    1556 0 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Prowess Prowess Earned on 5.10.21 Earned by 7 people Select to learn more
  •  Artisan Artisan Earned on 5.10.21 Earned by 7 people Select to learn more
  • Contributor Contributor Earned on 5.10.21 Earned by 280 people Select to learn more
  • Originator Originator Earned on 5.10.21 Earned by 21 people Select to learn more
  • Seeker Seeker Earned on 5.10.21 Earned by 681 people Select to learn more
  • Cultivator Cultivator Earned on 5.10.21 Earned by 36 people Select to learn more
  • Coach Coach Earned on 5.10.21 Earned by 91 people Select to learn more
  • Contributor2 Contributor2 Earned on 5.10.21 Earned by 93 people Select to learn more
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