Tammy_Chan

Level 3

Joined the community 11-10-2017

Level 3

Massachusetts

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Re: Spaces in Filters

by Tammy_Chan 02-08-2018

Hey SanfordThis seemed to have worked for the IT titles, but now I'm trying to run a segmentation for c-suite, vp, directors, managers etc. I used this method again for the c-suite titles like "CIO" and CFO etc. created a c-suite smart list, and created a VP smart list. I excluded the members of 'c-...

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Re: Spaces in Filters

by Tammy_Chan 01-26-2018

This is AWESOME! Thank you SO MUCH!

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Re: Spaces in Filters

by Tammy_Chan 01-25-2018

Hi Sanford,I'm running into the same issue here, would you be able to tell me how you addressed this? I basically want to bucket all "IT" contained titles into a segment but i'm getting things like "digital" etc. Thanks!

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Marketo Programs Showing up in SF as templates

by Tammy_Chan 01-25-2018

In the Salesforce Marketo Plug in - in the upper right hand corner there's an option to "send marketo email" where you'd then have an option to select a marketo template- how do you control what is being viewed here, i have some folders in here (like Learning) is this a setting issue?Thanks in advan...

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Re: Setting up SFDC Sync - Contacts not syncing??

by Tammy_Chan 11-09-2017

Thanks Josh! I don't know how else to adjust my permissions outside of the Mkto Sync user Profile and under "Object Settings."I had provided access to read,edit,and view, when I edited the contact under those permissions it wouldn't sync, but as soon as I checked of "Modify All" and "Edit All" any e...

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2277 0 0
Setting up SFDC Sync - Contacts not syncing??

by Tammy_Chan 11-08-2017

Hi, I've been trying to sync my SF instance w/ Marketo finally my lead records synced over, but not my contact records. I logged a ticket w/ help desk and they noticed that in order for the contact records to sync over I had to have the Marketo Sync user profile to have "Modify all" and "Edit all" c...

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