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
  • Re: Mapping SFDC lead fields to contact and opportunity using Marketo

    I see. I recommend mapping the lead field to the contact field, and then using a workflow to copy the value of the contact field to the opportunity field upon record creation. This is the kind of thing you'd want to work with an SFDC developer on if you aren't comfortable setting up workflows.

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  • Re: Request Campaign -

    Hi Caitlin,Request Campaign will add the lead to another smart campaign, and only smart campaigns which have the trigger "Campaign is Requested" in their smart list will be available as an option.Request Campaign - Marketo Docs - Product DocsIf you change the source constraint of the Campaign is Req...

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    5039 2 0
  • Re: Editing Marketo Templates

    Hi Candice,Editing a template requires modifying it's HTML code. When you edit the draft, what you arrive at is just a preview and you have to click the HTML tab there. Because of this, editing a template requires knowledge of HTML and some web design skill. We recommend hiring a developer if you do...

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    1632 2 0
  • Re: can a lead enter a nurture stream twice?

    Hi Sherin,Only if the content in the stream has changed. When the cast happens, the stream will send the lead the first email in the stream which the lead hasn't already received. This is based on the email asset's ID on the back-end, not the content of the email itself. If they've already received ...

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  • Re: Mapping SFDC lead fields to contact and opportunity using Marketo

    Hi Remy,A lead field in Marketo can only be mapped directly to lead, contact, or account fields in SFDC. If you do not map it in SFDC during conversion, then the contact or account field in SFDC will have a null value, and that null value will sync down to Marketo, causing the value to be lost. Coul...

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    2795 0 3
  • Re: Can I use one Munchkin code for two separate domains?

    Hi Jessica,The same Munchkin code can be used on separate domains without additional setup. However, its important to know that the Munchkin cookie is placed at the domain level, which means leads are not *automatically* tracked across domains.For example, if a lead has made themselves known at comp...

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    1542 1 3
  • Re: Lead Description Field Mapping from SFDC

    Description should be mapped to the Person Notes field in Marketo, which is part of the standard integration. However, we do not allow the field to be used on forms, since sales reps will sometimes enter details you don't want the lead/contact to see if prefill is enabled on the form.

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    948 2 1
  • Re: Forms 2.0 on External Landing Pages &

    Sanford is correct. You should be able to accomplish the same purpose inside of the embedded form script using the resources here:Forms 2.0 » Marketo Developers

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    1443 1 0
  • Re: How can I expand a notification pop-up?

    Try the element inspector so you can dig into the rendered HTML? Right click on the text and select "Inspect Element" from the dropdown menu.

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    1007 0 0
  • solved badge Re: Dashboard Background

    Hi Eric,The various background images are set in the UI and can't be customized, although they are changed to different photographs every few months or so.

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    4230 2 1

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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