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When using the "activity is logged", "activity is updated" triggers and the "activity was logged" and "activity was updated" filters, we need to be able to leverage all SFDC activity standard and custom fields.We also need better precision on what field is updated (typically status), with the notion...
Hi Justin Cooperman,I understand you are already working on a few of these. Would be nice to get your feedbacks, ETA, etc...-Greg
The purpose of this idea is to gather all requirements for the next level of program token management. Here they are :New types of tokens required :URL token types () so that managing URLs for CTAs no longer requires a 1 page how-to guideImage / File token types, so that updating a image in a email...
Get a "color" token type, that would enable the user to choose a color. The token value itself would be in hexa (#ffffff format) so that we could use it in assets.Ideally the admin could restrict the list of colors to be used, though a palette.see Can you load a color palette into Marketo? -Greg
Would also be great to be able to use these fields as program member tokens in flow steps, such as interesting moments.-Greg
When we design program templates to be cloned, We would sometimes want to limit the possibility that some user inadvertently change the program token structure an break some assets doing so.It would greatly help to have a permission to restrict what some users can do with program tokens. People woul...
In some case, after cloning a program, we may want the user to enter a few informations and, based on this, compute something more complex, such as Google "add to calendar link" (https://www.google.com/calendar/render?action=TEMPLATE&text=Your+Event+Name&dates=20140127T224000Z/20140320T221500Z&detai...
Plus, in listed companies (Sarbanes Oxley), deleting users is normally not authorized, as you need to keep tracks of what they have been doing for quite a long time after the facts. Not that important for a marketing tool, but who knows -Greg
Hi,Of course, importing separate lists would perfectly work. You just need one field that will contain the content for a lead and use a "data value changes" trigger to process the addition to SFDC campaign. Instead of using a field, you could also use separate lists, one for each content, and use a ...
Hi John,The way you SFDC sync also depends on how a couple of entries are set in the admin :In order to create a lead in SFDCF, the last name and company name are required. So if the Default for these 2 fields has been left blank in Marketo admin -> Salesforce, the leads for which you have only the ...