Josh_Hill13

Josh_Hill13

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Date Last Visited
‎09-12-2024 04:37 PM
Level 10 - Champion Alumni
Joined the community 03-09-2012
Rank Icon Level 10 - Champion Alumni
VP Marketing Operations
San Francisco, CA
  • Re: Sync one marketo to two Salesforce instances with intent to merge ...

    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...

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  • solved badge Re: Purging Anonymous Leads to Optimize System Performance

    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?

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  • Re: My very disappointing experience with the Marketo Certification Ex...

    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...

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  • Re: Marketo Program Library for Lead Scoring

    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.

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  • Re: adding someone to an active drip campaign

    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.

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  • Re: How does an integrator get a developer sandbox?

    make sure it is synced to the sfdc sandbox and NOT your actual sfdc org.

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  • Re: How to use the "Score Change " filter?

    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.

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  • Re: How to "activate" a revenue cycle model after approving?

    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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  • Re: Creating a SFDC task

    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...

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  • Re: Creating a SFDC task

    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?

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Public Statistics
Date Registered ‎09-03-2012 08:39 AM
Date Last Visited ‎09-12-2024 04:37 PM
Total Messages Posted 8,623
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