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great summary. I need this now actually!
Perhaps you could summarize the common questions regarding the filters, RCE, EPR, and Email Insights differences here. This is a question every new user wave has and it's not in one place.
Brian Law do you have answers for applying the Record Type ID when SFDC seesCODE\n ??and the flow step has no extra characters? Marketo is saying SFDC saw a malformed ID of XXXXXXXXXXXXXX\n and I'm not sure how to fix this.
Troubleshooting in Marketo can be more of an art, than a science. The data you need is often scattered around several screens and what you need to figure out may take time to track down. Is it a workflow error? Sync error? Manual error? Troubleshooting is not just for testing: you can also use it to...
Yes, I've read them too. Haven't had time to use them yet, but I know where to find you
This is really great info. This is saving me tremendous time figuring out my migration plan because you've found all the pitfalls. Thank you!
As you gain experience with Marketo, you will build increasingly complex flows to manage leads as well as to nurture them.Marketo, in essence, is a rules engine. You decide the rules for your system and your audience. As with all computers, the rules you decide on are executed faithfully and without...
Yes, Orion will help with this, but that doesn't mean you should be sloppy with your triggers. It doesn't matter if you have a wide ranging trigger or a carefully configured one - all leads that hit Visits Web Page have to be evaluated against every trigger+smart list. Yes, you are correct that comp...
I'm not sure this is entirely necessary for MCE. This is more of larger scale systems. If there were another level of the exam, yes, it should be there. But it's not documented officially, so it can't be on the exam.
As your use of Marketo matures, so do their customers become more skilled in the use of the platforms. And that means some customers push the limits of what the system is designed to do. Whether it is running dozens of data correction flows, scoring, and lead lifecycle or accumulating workflow detri...