Grégoire_Miche2

Sean,Lead to Account Matching in SFDC is quite useful but not required to have the ABM option in Marketo working.Marketo offers it's own matching algorythm, and there is no link with any lead to account field in SDFC anyway. Vote here: -Greg

Hi Charu,The fact that the field is not checked in Marketo does not matter and has not impact on the filtering. The only thing that counts its whether the field is checked in SFDC for the record which ID is given in the error message above. This is where you have to check.Read this: "Sync with Marke...

Hi Colin,Start with checking how the field is created in SFDC (provide a screenshot if you want us to get a second glance ) and make sure that the Marketo user profile has the right on this field.-Greg

I benefit from having been an SFDC admin and consultant for 17 years now -Greg

Hi Megan I understand by doing this that dupilicate contacts can be created and bigger problems can occurNo, this is not true. Marketo does not create duplicates on list upload. It deduplicates based on the email address (or any custom duplicate rule you might have set through Support).if you have a...

ALthough, as Sanford suggests, you can (should) use a token, you will have to pay attention to change the value of this token after cloning the program.It's one of the purposes of this idea to offer a strong, cloning safe, way to link to LP's -Greg

You do not need a separate login in fact.The simplest way to roll it out is to create a specific role and assign access to the nextgen UI only to this role. Then you can grant that role to the specific people you want.-Greg

You are welcome.

The reason is that you get much more flexibility. You can even use snippets in this section of the email to be able to update or adapt the footer to the context.-Greg

Hi Jackie,To clarify, with the Template you are using, you are send the SMS to the lead himself. If you want to alert someone internally, you need to use another token that contains the addressee's mobile phone. You can use a lead token (for instance if you had a field called Owner Mobile Phone, the...