Level 10 - Champion Alumni
Joined the community 03-09-2012
Level 10 - Champion Alumni
San Francisco, CA
VP Marketing Operations
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Yep. Not possible.If you have a custom field in SFDC, Marketo should see this (as long as the Marketo User can see it) and it will sync automatically.So you should see Event Status...
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I agree with Jason and Kim - never delete anyone related to your business. Here's what I would do:1. Clean up the spreadsheet. Consider deleting any obvious trash leads now. Lead S...
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Marketo will see all the Opps the lead is attached to.I believe it can trigger off of all Opps the Lead is attached to.The only issue would be the basic reports may not show you mu...
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Within a WS, you cannot have a folder of the same name.I would go with something similar to what Jesus posted:Business Unit (often a workspace)Region-Archive-YYYY Channel--YYYYMMDD...
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You can setup several Engagements but this will require transition rules to pull people in and out of each Program.An alternative is the more complex Traffic Cop system, which you ...
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Yes,Please see my other threads and this slideshare. There are tons of options, so you need to decide on: channels you'll use - events, roadshows, webinars, emails types of co...
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No you cannot.It's better to have your text and paste it into the Text section.
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I agree with Dory here.Watch some videos about specific topics. See my guide 🙂marketingrockstarguides.comAlso, keep in mind that Marketo is not as visual - it's a logic, step by s...
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You can limit this by watching the members fill up and turn it off.
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New Leads won't trigger Data Value Changes. So you might have two triggers:Data Value Changes: Lead Rating IS "Hot"Lead Is CreatedFilter: Lead Rating IS "Hot"Keep in mind that ther...
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