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hi Ed,Are you sure in the first place that the values you entered are accepted by SFDC ? Are you sure you did not update Account information ?Normally, the most recent update wins on leads and contacts (in case the record was updated on both ends between 2 syncs, SFDC wins). Account information cann...
Hi Patrick,That's pretty much it. Thx for quoting my idea -Greg
Hi Michael,Embedding forms in a Marketo LP is not normally the way forms should be integrated into Marketo LP's... You should use a form element instead.Pls provide the URL of the LP, so that we can give a look.-Greg
Sanford Whiteman, you might have a better idea
Hi Michael,You are hitting a key limitation of the system. The workaround is to a use a long text lead/contact field and populated it in SFDC with data (in JSON format, preferably) from the CO you want to use, based on any logic that makes business sense. This JSON data will be easy to parse and use...
HI GregYou mean in emails ?If so, it's difficult because it would rely on the capabilities of the email clients, most of which are limited and will not support this type of features.On landing pages, it is feasible, but it has to be coded on your landing page.-Greg
Hi Teresa,There is not way to make it simply without to have to add any new campaign manually. The list of operators in the "member of SFDC campaign" is too limited.The only way I see is to have a field on the lead and contact and a trigger, workflow or process builder in SFDC on the campaign member...
Hi Rachel,Case 1 : using Marketo "create SFDC task" flow step:From Marketo, you will not be able to do much. From SFDC, you might, but the data model might be tricky, because there are some limitations on what you can do on the task/ activity object and on the campaign member one. You also have some...
Hi David,We have a case working with 250 choices.-Greg
Use a "member of smart campaign" filter, it will give youn the list of people who went through your smart campaign.-Greg