Amey_Shivapurka

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Joined the community 27-01-2020

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Contacts With Opportunities IN MARKETO Not Returning in Smart List

by 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...

Discussions

3592 0 8
Re: Capture Specific Type from CO with Velocity Script

by Amey_Shivapurka 09-29-2021

Thank you both this worked.

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1398 1 0
Re: Capture Specific Type from CO with Velocity Script

by 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 —
An error occurred when procesing the email Rend
...

Discussions

3673 0 3
Re: Capture Specific Type from CO with Velocity Script

by 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?

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3694 0 5
Re: Capture Specific Type from CO with Velocity Script

by 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.Seri...

Discussions

3703 0 10
Capture Specific Type from CO with Velocity Script

by 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 i...

Discussions

3719 0 12
Creating Person Partitions with SFDC Person Account Fields

by 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...

Discussions

566 0 0
Salesforce Account Not Syncing to Person's Company Section in Detail

by 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 Ac...

Discussions

2565 0 3

Salesforce Sync
Re: Synced SFDC Custom Object Not Visible in Person Detail

by 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?

Discussions

3654 0 1
Synced SFDC Custom Object Not Visible in Person Detail

by 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 t...

Discussions

3679 0 4

object sync SFDC