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Hi Loren,This is a well known effect. assigning a contact to a queue in a sync to SFDC flow step will create a new lead.The other cases indicated above will NOT create a duplicate, only reassign the lead or the contact.-Greg
Hi Jill,I would start with Marketo University, there are a lot of useful things there, many of the free. But this will take an access to an instance, AFAIK.-Greg
Hi Danish,When you change field type on SFDC side, I am not sure Marketo will even change it's type. I have tested some changes that did not reflect in Marketo.When you change the type in Marketo between 2 compatible types (for instance from Currency to Number), I have not observed data loss. But si...
Hi Tomaz,Marketo automatically exclude form emails people whose unsubbscribe field equals to True. This will work for you if your opt-out process does check that field AND if the email is not marked as operational.You need to have a way to flag the purchase in Market, though a CO, a status, etc.. if...
Hi Colin,Please make the question as answered for future reference.-Greg
Hi Allie,Yes, this should work for leads and contacts and the conversion should not change this. Go to your fields definitions in SFDC, and check the field is created exactly the same on leads and contacts.Go to the leads side, and check the field is correctly mapped on lead conversionCheck the 2 fi...
You can look into Ringlead, which AFAIK, also provides this functionality.
HI Colin,Do not look at the "mappings" section. Look at the Field themselves.You mapping is wrong on Marketo side. You should only have 1 "Original referrer" field and it should be mapped with the mkto71 fields:This means that Marketo it still updating the old, non sync'ed fields.You will have to ca...
HI Sean,You can always refer to the older post in the new one -Greg
Hi Sean,better open a new thread that commenting and old, closed one. You will be more likely to get a quick answer and the participation from all active people in the community.You can (and probably should) simply add a wait step to the smart campaign that changes the program status and makes it a ...