Grégoire_Miche2

Hi Vivian,The Marketo use needs to have write access to all contacts and leads it is supposed to managed. On SFDC, you need to:Enable this access (either though the profile, with modify all right, or though roles, or through sharing rules) to the contact objectMake sure that the fields themselves ar...

Hi Osman,No there is none. You would have to use the API to do this. See Get Emails » Marketo Developers -Greg

Hi Robert,This cannot be done in Marketo, but could be in your CRM, if you have one.The technique to use is the same as the one I explained in this post : -Greg

Hi Youcef,Point us to the idea when you have created it. I'll vote for it. Add a point about being able to schedule these deactivation, but also activation.-Greg

Hi Nick,You should really follow some training at least on line, on the university (https://learn.marketo.com/ ) or attend a on site training. It is not a waste of time, it will very significantly shorten your time to benefit.-Greg

Hi ANita,Program templates are programs that you set completely, with tokens to set what can change each time you want to run the program. You usually create the programs in a separate folder, and name them in a way that makes it clear it's a template. For instance, you will create a program templat...

Hi Josh,Yes, this only works after conversion, as Person Account record types are for contacts.-Greg

Hi Trend,What you should do is create a lead field, type = checkbox, names "convert to person account". When you would want to convert the lead to a person account, you would just check this field in Marketo (with a change data value). The trigger would only fire when the field is checked and perfor...

Hi Trend,I would rather manage that with a trigger in salesforce, as you will have to finely pilot the contact conversion. The Marketo "convert lead" flow step is rather rudimentary, IMHO, and will not enable you to pilot whether the lead should convert into a Person Account of not.-Greg