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Hi again Jeff,I would also add a clarification point to the "Marketo-to-Salesforce Sync Happening Too Fast" section : SFDC lead assignment rules trigger on lead creation only, which means that is the lead is synch'ed too quickly, the assignment rules will trigger on incomplete data. In SFDC UI, it i...
Hi Juan,You cannot do that, as it will only send an email to the lead itself, not to anyone else.-Greg
Hi John Clark,You are right, apparently,
Hi Amanda,It depends on how you are sending the test emails. If you use the "send sample" function in emails, no they will not be tracked.If instead you create a test list in Marketo, which you populate with some leads who are in fact testing persons, and then you use a "send email" flow step to sen...
Hi Malik,Where are you reading this ?Usually, This probably means that your SQFDC campaigns are not synchonized (Admin -> Salesforce and check the "Salesforce Campaign Sync" is enabled).-Greg
Hi Sanford,I understand here that the issue is that, as the web site and the portal are on separate domains, the need it to have the Marketo known lead reconciled to 2 cookies (the website one and the portal one).I understand that :if, when on the portal, you read the cookie from the portal domain a...
Hi Amanda,I do not think this is feasible as such in HTML with just 1 image. Either you cut you image in parts and each part will have it's own URL or you use more sophisticated techniques, such as a background image with some transparent images on top of it covering the various parts of the backgro...
Hi Jeff Coveney,Thx for this excellent article. I would add a couple of items in the list :Marketo not seeing every lead or every contact.Sometimes customer restrict the list of leads or contacts that Marketo can see, generally in order to limit the size of the Marketo database and the corresponding...
Hi Mads,There is a "access SEO" permission in the role setup. Your role needs to have that permission. There are 2 sub-permissions : Administer SEO and Standard SEO. I gather that the second one gives access to the dashboard, while the first one give access to the setup screens of SEO.It will requir...
Hi again Kyle,And also, you can create a formula field that will be the concatenation of multiple fields (Lead ID, Last Name, Full Name, email, company name) and use it as a group by setting in the report. You'll be sure to have a fully deduplicated report and also enough info on the report to make ...