Amey_Shivapurka

Amey_Shivapurka · ‎12-08-2021

Thanks Sandford. I will look into the webhook piece Understood, but competing platforms don’t have full feature parity. Even when Product A is generally referred to as having “a superset“ of Product B’s functionality, that doesn’t truly mean everything, at every level of detail, is in Product A! Completely agree. Its the getting them to understand that and also that the data source setup needs tweaking too which is sometimes the hard part

Amey_Shivapurka · ‎12-08-2021

Hi Christiane, Yes, only 1 retailer per Customer so that is an option (and I kind of already suggested this), but the client is adamant in avoiding adjustments on the SFDC side, so I am trying to determine if there is some way this can be done in Marketo given everything we have. The client is coming from Marketing Cloud where they were able to do an SQL query to grab all the data they need to create the data extension (e.g. Customer Name, Retailer Contact Name, Retailer Email Address, etc) that would be used for the audience and email send of this journey.

Amey_Shivapurka · ‎12-08-2021

Hi All, We are using Marketo with the standard SFDC sync. We have a use case where a survey gets associated to the customer in SFDC. Through our object sync, we use that survey object to trigger the survey email to the customer in Marketo in their preferred language (e.g. French). This part is working well. If the person answers "No" to a specific question in the survey then we have another daily batch campaign in Marketo that looks for any contacts that have a survey with that question having answer of "no". We then also pull the retailer contact name and retailer contact email and use that to send an alert via Marketo. This part is working well. The problem is that the Customer contact's preferred language might be French, but the retailer contact's preferred language is Spanish. Because we are sending this as an alert the email is going out to the retailer in French. Does anybody know if there is a way send this email to the retailer contact in their preferred language? We do also have the retailer contacts in Marketo as a Person as well, so if there is any way to send out an email that way would be fine too. I just don't think there is a way to do a "look up" to another contact (e.g. retailer contact) when something happens for another contact (e.g. consumer). Thanks!

Amey_Shivapurka · ‎10-24-2021

No that won't work because there could be case where the customer has an asset, but no product coverage and so they would just see that one. So this issue of duplicates serial number only happens when the customer has coverage

Amey_Shivapurka · ‎10-24-2021

Yes, it is ordered by purchase date descending and it is filtered by just assets that were created yesterday. The duplicate serial numbers are being created when the customer has purchased a product coverage (which is always purchased after the original asset is created). So in the table example I shared you'll never see the serial number more than twice.

Amey_Shivapurka · ‎10-24-2021

Hi @Jo_Pitts1 , yeah I used that solution as my base and its got me close. I was able to get a list of all the asset type. A sample output is below for a customer is below. The first 2 rows is just what I want and then not show the red text rows. Because the serial number column and product protection share the same serialNumber. I would like to just only how unique value of serial numbers. I have another solution in place and forgot to save the code snippet for the below, but its inline basically with the code snippet from my previous post you listed above. A sample output looks like this: Serial Number [type__c][serialNumber] Limited Warranty [usageDate] Product Protection [type_-c][usageDate] ABCDEFG 10/21/21 - 12/21/24 Gold: 10/21/24-10/21/26 ZYXWVU 10/21/21 - 12/21/24 Plat: 10/21/24-10/21/26 ABCDEFG 10/21/21 - 12/21/24 Request a Quote ZYXWVU 10/21/21 - 12/21/24 Request a Quote

Amey_Shivapurka · ‎10-23-2021

Does anybody know a way to filter/select only unique values of a certain field from a foreach statement via email scripting? I We have different coverage type in addition to the Registration. The email has a table that includes the customer's Serial Number and Product Coverage combined into one row. The problem is that they are all part of the same object and the main registration and coverage are tied together via the same serial number, so this is creating more line items than we need. So I'm trying to look for a way to just filter my list to only show unique Serial Numbers per line item.

Amey_Shivapurka · ‎10-22-2021

Thanks @SanfordWhiteman - I'll do that.

Amey_Shivapurka · ‎10-22-2021

What I mean is that they have opportunities showing in their Person Detail > Opportunities tab, but then that person doesn't show up in "Has Opportunity" Smart List filter and no other criteria.

Amey_Shivapurka · ‎10-21-2021

@SanfordWhiteman It is pretty bare, just using the has opportunity. The issue is that there are contacts with opportunities in their person detail but they don't have the add to opportunity task, which is what I believe this filter needs and why they are not showing up in the smart list. Are there other filters that can be used to query on contacts with opportunities?

Amey_Shivapurka · ‎10-19-2021

Hi All, We created a smart list that looks for contacts with a specific type of opportunity. The list is returning with contacts, but there is a bucket of contacts that are missing from this list. When looking at the Person Detail Opportunity tab for these missing contacts we see these contacts have the opportunity that we are expecting to have them to meet the ur Smart List filters. We then looked at the Person Activity Log and noticed there is no "Add to Opportunity" activity task for these missing contacts. This seems to be the only difference between the contacts with this opportunity that showed up in the Smart List and those that didn't. Based off the Person Updated Date, it looks like the contacts that were part of our initial SFDC-> Marketo Sync are the contacts that are missing the "Add to Opportunity" activity task and the ones that are showing up in this Smart List had the opportunity added after our initial sync. We tried updating the Opportunity on the SFDC side to see if that would re-trigger some sort of Opportunity-related activity task, but it didn't. As anybody seen this issue before and, if so, were you able to solve it? This issue is currently preventing us from building Smart Lists and running campaigns on these specific contacts. Thanks!

Amey_Shivapurka · ‎09-29-2021

Thank you both this worked.

Amey_Shivapurka · ‎09-29-2021

Thanks for thie @Jo_Pitts1 - this seemed to have work, but when I try to approve and close it gives me this error and only does that when I included the this related token in the email. Any ideas? Validation Error approving New Owner.New Owner Email — <div>An error occurred when procesing the email Rendered_Email_Velocity_Error_Area_?! </div> <p>Error invoking method 'get(java.lang.Integer)' in java.util.ArrayList near</p> <div><pre >?</pre></div> Again. I really appreciated your help!

Amey_Shivapurka · ‎09-28-2021

Thank you both. I understand the concept and I agree we can take the registration based on published date, but I am a little lost at how to actually grab the first value. Is that different type of command or is that something that needs to be in addition to this?

Amey_Shivapurka · ‎09-28-2021

Thanks for your response. Here is the code snippet showing the right type but it is showing all of them. #set( $interestingItems = [] ) #foreach( $item in $AssetList ) #if( $item.Type__c.equals("Registration") ) #set( $void = $interestingItems.add($item) ) Type: ${item.Type__c} Serial Number: ${item.SerialNumber} Purchase Date: ${item.PurchaseDate} End Usage Date: ${item.UsageEndDate} #end #end Output Type: Registration Serial Number: 22218062 Purchase Date: 2016-03-18 End Usage Date: 2019-03-18 <--- I just want this one Type: Registration Serial Number: 33150950 Purchase Date: 2007-03-30 End Usage Date: 2010-03-30

Amey_Shivapurka · ‎09-28-2021

Hello, I am working on creating an Email Scripting token that captures the most recent version of a specific Asset Type in a CO. For example, asset type is Type 1, Type 2, Type 3. I need to grab the most recent Type 3; however, When I do the basic "If" statement, it displays nothing because Type 3 is not at the top of the list and When I do a foreach statement I can just the Type 3, but it displays all of them when I only want the most recent one. Any recommendations on how I can do this?

Amey_Shivapurka · ‎09-21-2021

Hi All, We are looking to setup Person Partitions for our Person Accounts. We are looking to use the Record Type ID (A) associated to the Person Account; however, it looks like you can't use fields tied to an account for Person Partitions. Is that correct, and, if so, what have others done to create Person Partition Assignment Rules when you have to use account fields?

Amey_Shivapurka · ‎09-15-2021

Hi, We are completing our Salesforce to Marketo sync in our sandbox environment. Our SFDC contacts are classified into 2 types (consumers and dealers). Consumer come through has regular Person Accounts and that is syncing correctly into Marketo; however, our Dealer Contacts are coming in, but the Account the Dealer Contact is assigned to in SFDC is not coming through and the Company section of that Contact's person detail page is blank. Does anybody know what the issue might be or what I should check with this kind of setup? We did already make sure the sync user has full access.

Amey_Shivapurka · ‎08-13-2021

Thanks for the response Oz. I should have clarified the fields are active. I'm wondering if the relationship field is not matching to the contact to asset? Do you now if that can be changed?

Amey_Shivapurka · ‎08-12-2021

Hi All, We recently did a Salesforce sync (everything looks good). We got to the step of syncing SFDC custom objects. I was able to find my custom objects and enabled the sync. Everything looks good here too and I didn't see any errors; however, I cannot seem to see any data from those objects in the Person Detail page (I assume that is where you could see it). I see there are 118005, but is there somewhere I can see that data?

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Date Last Visited	‎12-08-2021 06:47 PM

Date Registered	‎01-27-2020 12:49 PM
Date Last Visited	‎12-08-2021 06:47 PM
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