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My thought is to keep your MAS separate until SFDC is ready for the merge.Some ideas if you still want to go ahead: you could "tag" the Eloqua and SFDC 2 leads as they are imported into SFDC 1 so you know which ones are supposed to be separate. you could use a separate workspace/partition as you n...
Jocelyn,Do you find your Anonymous Purge technique works better than the standard 90 day purge Marketo has setup?Or did you opt out of that for better control of your data?
I was also surprised that the system didn't give me more feedback on the percentage of correct answers or areas I could study more on. I passed a beta version, so I can't say how it compares to this week's version, if at all. It would be nice if there were more clarity on the general pass rates or i...
Sure.You will need to adjust the flows to point to the correct lead score field. These are only templates, so you are welcome to adjust them as needed.
how did you setup the original entry system? Is it a trigger? Traffic cop?You can probably setup a quick Flow Step (or batch campaign) to add the person to the initial flow using Request Campaign (if that campaign is listening) or to Add to List for a list that will be scanned for people to send to.
make sure it is synced to the sfdc sandbox and NOT your actual sfdc org.
I'm not seeing this anywhere and there was another thread that seemed to indicate this was also not working right.So I'm not sure if it is specific to certain setups. I'd go with the Score Is Changed trigger/filter.
There should be an option for that somewhere in the menus or on the right click.Take a look at the RCM docs too.
1. Vidhya: that is for automatic tasks like Emails. Amber wants to create her own task with specific text.2. That is odd. it should attach to the lead. I'd call Support to find out if something is not connecting properly.Have you tried going into the Results section to see if you can match leads tha...
Isn't the task assigned to a Lead Owner and attached the lead record? Is there a reason it should not be assigned to a Lead Owner?Related To will only bring up Opps that already exist, so it probably should be blank.Can you post a screen shot of the task and flow?