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