Level 10 - Champion Alumni
Joined the community 03-09-2012
Level 10 - Champion Alumni
San Francisco, CA
VP Marketing Operations
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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 t...
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There should be an option for that somewhere in the menus or on the right click.Take a look at the RCM docs too.
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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...
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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 ex...
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the page itself isn't going to sync with SFDC.What you need is to first sync the custom objects to Marketo. (There is an article on how to do this).Then bring in those fields into ...
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Those are all good ideas. I usually would clone and test a program like that first.Did the Sent status exist previously or did you add it to the custom channel?I'd walk through the...
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Try test.hollebone.ca to look for more ideas if you haven't already.
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could be a deleted lead or the record is somehow not visible to the Marketo SFDC User.can you find those leads on your own?
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Yes, you need to use the Wait Until step with a Wait Until 8am Must End on M-Sa. So that would not be in the Send Email IF step. Trigger: Lead is Created Flow: Wait Until M...
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sure, just don't connect it to an SFDC campaign.The leads will still sync according to the usualy sync process you setup, just not automatically because of the Program.
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