Grant_Booth

Grant_Booth

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Date Last Visited
‎02-25-2022 12:58 PM
Level 10
Joined the community 01-08-2013
Rank Icon Level 10
Sr CRM Administrator
Portland, OR
  • Alternatives to Sales Insight / ToutApp for activities in SFDC

    Hi everyone,We're exploring alternatives to using Sales Insight for displaying activity data in Salesforce. Note I'm only talking about activity data, not the other functions of Sales Insight like sending sales emails or adding people to Marketo campaigns. That is, we're *just* concerned about popul...

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    3446 2 5
  • solved badge Re: Interpreting segments in New Person activity

    Update: you can't find the segment names via the interface (as far as I can tell), but it's easy to pull via the REST API using the segmentation ID. http://developers.marketo.com/rest-api/endpoint-reference/asset-endpoint-reference/#/Segments For the above example, GET /rest/asset/v1/segmentation/10...

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    1651 1 0
  • solved badge Re: {lead.FirstName:default} not populating when sending test email

    Or - alternatively - the lead doesn't have a first name. I recommended giving an actual default instead of leaving it as "edit me". For example:{{lead.First Name:default=there}}So if the value is empty it will say "Hi there," instead of "Hi ,"

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    6954 0 1
  • solved badge Re: {lead.FirstName:default} not populating when sending test email

    Does your instance have a custom field "FirstName" which is a duplicate of the standard field "First Name", which perhaps synced into Marketo from your CRM? Either your token is malformed (should be "First Name") or it's the wrong field and the value is empty.

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    6954 0 2
  • Re: Importing Marketo Opportunities

    Hi Katie,If you are integrated with SFDC or Microsoft Dynamics, that data should already be available. If not, and if the database you're pulling from doesn't support it's own integration with Marketo, you would indeed need to pull it in using an API. http://developers.marketo.com/rest-api/lead-data...

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    2685 3 0
  • solved badge Interpreting segments in New Person activity

    Hi all,I'm trying to interpret the lines regarding segments in the New Person activity. Here's an example:For example, the line "Change Segment (key=1021): 1131"It looks like the "key=1021" is the ID of the segmentation, which you can see in the URL when looking at the segmentation in the Databa...

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    1813 0 1
  • Re: Major Marketo Lag

    Sarah - did you check the campaign members to see if the leads qualified? It seems unlikely the lag would be connected to an email not sending. This topic has been more related to things being a little slower than normal in the interface, for example taking a few seconds longer than normal to load a...

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    3241 2 3
  • solved badge Re: Where can I see our CSM/CAM's contact information?

    I've created an idea here: Like it and comment to it so it appears higher in results!

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    2722 1 0
  • solved badge Where can I see our CSM/CAM's contact information?

    I received an email from Marketo yesterday, encouraging me to contact our CSM as a primary point of contact for non-support related issues -- rather than other internal points of contact at Marketo -- and providing their contact information. Is there a way to also see this person's information in th...

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    3072 0 3
  • Re: Custom objects question

    Are you already updating the records in batches (one call, many records) rather than a separate API call to update each custom object record? You sound like you would've already been on top of that, but it's the only thing that comes to mind besides increasing the API limit.

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Public Statistics
Date Registered ‎08-01-2013 09:42 AM
Date Last Visited ‎02-25-2022 12:58 PM
Total Messages Posted 451
Likes Received 394