Grant_Booth

Level 10

Joined the community 01-08-2013

Level 10

Portland, OR

Sr CRM Administrator

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Re: Changed Acquisition program for a group, any way to revert back?

by Grant_Booth in Product Discussions 03-19-2015
Latest Post 03-19-2015 by Grant_Booth

The most effective way I've seen customers reverse an action, is to export the campaign results and then manipulate it in Excel to be a list they can import to correct the values. ...
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Re: Custom field for counting open opportunities

by Grant_Booth in Product Discussions 03-19-2015
Latest Post 03-19-2015 by Grant_Booth

Hi Michelle,Could you further describe the structure of the field in SFDC? Marketo should just be pulling the value from the field in SFDC whenever it updates. What is it's field t...
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Re: SFDC to Marketo Sync

by Grant_Booth in Product Discussions 03-19-2015
Latest Post 03-19-2015 by Grant_Booth

I'd make sure your sharing rules and role heirarchy in SFDC are such that the sync user can see all of them. If you just enabled the sync and have a lot of records in SFDC, it coul...
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Re: I am having problems overwriting HTML

by Grant_Booth in Product Discussions 03-12-2015
Latest Post 03-12-2015 by Grant_Booth

are there script tags anywhere in the new HTML? I've seen that cause this behavior before.
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Remove the Email sent and Email delivered activities from the Salesforce sy...

by Grant_Booth in Ideas 03-03-2015
Latest Post 02-06-2020 by kh-lschutte

I think we should remove the "Email sent" and "Email delivered" options from the Salesforce activity sync (Admin > Salesforce > Sync Options). For many customers, enabling these ca...
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Re: Nurturing Question

by Grant_Booth in Product Discussions 03-02-2015
Latest Post 03-02-2015 by Grant_Booth

Hi David,It sounds like you should be able to do this with transition rules in the stream itself. Just click the cog at the top of the stream and click Edit Transition Rules.
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Re: Trigger Activities with Explicit Filters

by Grant_Booth in Product Discussions 02-28-2015
Latest Post 02-28-2015 by Grant_Booth

Hi Ingrid,Is "infographic" a directory - as in, maybe the URLs look like this: yourwebsite.com/infographic/...? If so, you could use 'contains' '/infographic/' instead, to avoid an...
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Re: Server-side Form Post or API? How are You Capturing Data?

by Grant_Booth in Product Discussions 02-27-2015
Latest Post 02-27-2015 by Grant_Booth

Hi Jeff,We have a more updated and thorough article on this at the Developer's Blog: http://developers.marketo.com/blog/server-side-form-post/
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Re: Ability to filter by Owner when creating a New View with Leads in Marke...

by Grant_Booth in Ideas 02-26-2015
Latest Post 02-26-2015 by Grant_Booth

In Support, we continue to get cases where customer's are confused by this. I hope we can implement a change soon!
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Re: Can Cirrus Insight push leads direct to Marketo?

by Grant_Booth in Product Discussions 02-24-2015
Latest Post 02-24-2015 by Grant_Booth

Hi David,It looks like Cirrus Insight maintains an integration with Marketo from their end. I found some details here: http://launchpoint.marketo.com/cirruspath/1049-cirrus-insigh...
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