Suzanne_Wink1

Hi Mark,One thing to check would be if the fields mentioned in the documentation (https://docs.marketo.com/display/public/DOCS/Configure+Marketo+Sales+Insight+in+Salesforce+Professional+Edition) are actually on the page layout. Ie. is the field 'Engagement' placed on the Lead and Contact page layout...

Have you looked into Salesforce process builder? Process builder allows you to create a new record based on a triggered action. For example, you can create a new lead record whenever a lead is created with a value for your custom email field. In the final step of the process you can map which field ...

Yes this is possible.We show the Marketo tab as a separate (custom) tab on our lighting pages: A few side notes:Ensure you are using a recent version of the MSI package. We are using version 1.4364.I did get an error initially when trying to drag the Visualforce page 'Lead' onto my Lightning Page b...

Hi Mahurrinah,There is an option to auto BCC an email address on every batch email going out from Marketo but I believe this needs to be enabled by Marketo support ( I m not sure if there is an additional cost involved..). See: BCC Options

As Jim is saying, the reason this won't work is because you are syncing your program to a Salesforce Campaign. When it comes to the Salesforce -Marketo campaign sync you have 2 options:Sync the Marketo Program to the Salesforce Campaign and use the 'Change Program Status' flow step to update a leads...

You are entering Salesforce area here but.. Try creating a hidden text field on the LEAD object in Salesforce and use a Formula field on the CAMPAIGN MEMBER object to copy the value from the lead to the campaign member as, as Sanford says, Marketo doesn't write to the campaign member object atm.

Hi Danielle,Yes, this solution will work. The 'Change Status in SFDC Campaign' flow step will automatically add a person to the campaign in Salesforce if the lead is not a member of the campaign yet. No need to include this in a separate step.

I have updated the wording of my original post. Hope this is clear now.

Hi Sanford Whiteman, Thanks for clarifying . Poor choice of words on my part. What I meant with system managed was that it is automatically checked before the send - even if you don't add a constraint to the second email send. This is not the case for any other lead fields correct? I usually build ...

The Unsubscribed functionality will work even for leads who were in a wait step while they unsubscribed. In other words, leads who unsubscribed while they are in a wait step will not get the next email in the drip.However, your smart list criteria are not checked again before the second email is sen...