Matt_Stone2

Matt_Stone2

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Date Last Visited
‎01-29-2020 02:27 PM
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Joined the community 13-01-2014
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Phoenix
  • solved badge Salesforce Objects Sync: What are "History" objects / are updated trig...

    I'm exploring syncing some of our custom SFDC objects into Marketo and had a few questions:When viewing my SFDC schema and searching for the custom object, I see the following:The SQL and SQL Contact objects are different, though SQL Contact has a master-detail relationship to the SQL object. Based ...

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    5100 0 7
  • solved badge Re: RCE - custom measures based on custom fields

    Thanks! I have a ticket open with them, so I'll see if I can push them in the right direction based on your info.

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    2650 0 0
  • solved badge Re: RCE - custom measures based on custom fields

    Do you know what fields/field types can be synced from SFDC and then used to create a Measure? I tried different field types and couldn't see any that would let me create them as a Measure.

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    5617 1 2
  • solved badge Re: RCE - custom measures based on custom fields

    Opportunity -- I'm struggling to identify what ​type​ of field can be synced from SFDC and then used as a Measure instead of a Dimension.

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    5617 0 4
  • solved badge Re: RCE - custom measures based on custom fields

    A dimension because that's the only option presented to me in the Custom Field Sync screen. The field is a Currency(18,0) type in SFDC.

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    5617 0 6
  • solved badge Re: RCE - custom measures based on custom fields

    Hey Grégoire Michel, I got the field to sync properly, it's how I'm trying to use the field that's the problem. I want to effectively create a new "Opportunity Amount" measure, but with this custom field instead. But when I get into the "Create Calculated Measure" screen, I see this:So there's no wa...

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    5617 0 8
  • solved badge RCE - custom measures based on custom fields

    I'm poking around in RCE and am trying to create a custom measure to use in an opportunity analysis field. Essentially, I want to recreate the Opportunity Amount measure, but using a custom synced field (we don't use the native Amount field in SFDC opportunities). However, when I click "Create Calcu...

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  • Re: My plans for CASL

    I consider tradeshow scans/attendees as implied opt-in.

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    1861 0 1
  • Re: My plans for CASL

    This is a bit of a loaded question, so I'll give you two answers: one that I think is to the letter of the law and one that I personally would do. In general, it's definitely not too late to backfill, and I don't believe anything has changed in relation to the implied consent rules (but I could be m...

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    4280 2 3
  • Re: My plans for CASL

    For go-forward, it's pretty simple. I just have the following trigger in my Express smart campaign, along with these flow steps:* note: you can add constraints on here if you only want specific opportunity types to count toward thisFor backfilling existing close dates, it's a little trickier, but I ...

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Public Statistics
Date Registered ‎01-13-2014 03:43 PM
Date Last Visited ‎01-29-2020 02:27 PM
Total Messages Posted 457
Likes Received 185
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