Grégoire_Miche2

Grégoire_Miche2

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Online Status
Offline
Date Last Visited
‎05-31-2023 01:26 PM
Level 10
Joined the community 26-11-2014
Rank Icon Level 10
Partner, PRM & CRM
Paris
  • Re: Using SOAP API: How to differentiate SFDC leads from SFDC contacts...

    Hi Paul,Are you sure you are using the right SFDC Type field ? There are 2 of them, one that gives you the lead/contact difference (and is empty when the lead exists only in Marketo), and the other that maps with the account.type standard field.-Greg

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    Discussions
    2741 0 9
  • Re: Weird first connection workflow

    Thx Josh. Comforting not be alone...It happened twice just today with a new Marketo customer. Once on the prod instance and again on the sandbox.And yes, it ends resetting the password in the admin.-Greg

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  • Weird first connection workflow

    As a Marketo partner, we often have to access new marketing instances that just were opened and therefore get new Marketo users.Most of the times (I am not sure this happens 100% of the times), the flow is :The admin creates a user with a new email addressThe new user receives the login emailThe new...

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    1003 0 2
  • Re: How can I sync Sales Insight sent emails to Salesforce activities?

    Hi All,Have you checked that the Marketo user in salesforce has the right to create tasks and events?This done through the user profile, in the General user permission. The profile should be abled to Edit eventsEdit tasks-Greg

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  • Default {{my.tokens}} containing program information

    We sometimes want to use the Program channel as a token (for instance to populate a field that syncs with CRM to inform). Similarly, we may make use of program type or program creation date, .etc. to populate email alerts.We can of course create tokens for this, but it is error prone and time consum...

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    5473 51 14
  • Re: Survey Monkey

    Hi Vineela,I my memories are good, it takes a Platinum version of SurveyMonkey + purchasing on top the Marketo connector that was quite expensive.-GregPS : I go by Greg, Michel is my last name.

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  • solved badge Re: Integrate Custom Objects in Marketo

    Here is an idea I created 3 days before you ask the question :

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  • Re: Survey Monkey

    Hi Vineela,Yes, this is feasible if you use Survey Monkey connector to Marketo (which is not included in all versions of Survey Monkey). With this connector, you will ahve a data flow back from SurveyMonkey to Marketo, which you can use to trigger email or whatever Marketo action you wish.-Greg

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  • solved badge Re: Custom Objects - Supporting many-to-one or many-to-many relationsh...

    HI Kelly,Unfortunately, yes, at least at this stage of the feature.The interest to do it in salesforce is that mapping between the 2 will be quite easy.-Greg

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  • solved badge Re: Why can't we use Email Script tokens in Flow steps?

    Hi Stijn,If you are using a CRM, what don't you perform this computation in the CRM? It will have all the necessary data. It might require some dev, but in salesforce, a new feature called business builder may enable you to achieve this without dev.-Greg

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Public Statistics
Date Registered ‎11-26-2014 12:29 AM
Date Last Visited ‎05-31-2023 01:26 PM
Total Messages Posted 9,466
Likes Received 13757