Theresa_Anders2

Level 2

Joined the community 18-08-2014

Level 2

Overland Park, KS

Badges

Accepted Solutions

View leaderboards

Filter by user contributions

Render SFDC User Picture

by Theresa_Anders2 12-20-2018

I'm looking for a feature or option to render the Salesforce.com User profile picture as a token in Marketo. Has anyone accomplish this feature without loading images to Marketo?

Discussions

1440 0 1

Email Marketing Integrations Marketing: Marketing Operations (MOPS) & Data
Re: Sync with Marketo

by Theresa_Anders2 01-25-2017

I went into SFDC to see if we had custom code (class, trigger, workflow rules, etc) for the checkbox. I'm not finding a relationship.

Discussions

2703 0 1
Re: Sync with Marketo

by Theresa_Anders2 01-25-2017

Jamie, I always thought the 'Synch with Marketo' was a standard field from Marketo. The field resides on the account object.

Discussions

2703 0 0
Re: Sync with Marketo

by Theresa_Anders2 01-25-2017

Yes, I checked the log and there is no activity related to the checkbox.

Discussions

2703 0 0
Sync with Marketo

by Theresa_Anders2 01-25-2017

We have experienced a lead from Marketo syncing to the contact object in Salesforce.com but on the account record 'Synch with Marketo' is false. How can Marketo by pass the checkbox? Sales Insight remains active.Thank you.

Discussions

3009 0 6

Marketing: Analytics and Metrics Marketing: Lead & Demand Generation Marketing: Marketing Operations (MOPS) & Data
Capture failed sync record to Salesforce

by Theresa_Anders2 01-11-2017

Has anyone successfully captured the event where a lead fails to sync to Salesforce and adds a choice into a flow step based on this condition?I want to stop form submissions with invalid email addresses syncing to Salesforce.

Discussions

2329 0 3
Re: Want to load a list and add points to existing lead record if pres...

by Theresa_Anders2 12-15-2016

I do like this approach since I need to address this question on each list load. Thank you. I'll give it a try.Update: the token would not render but I did use a custom field to assist. Thank you.

Discussions

3279 0 0
Want to load a list and add points to existing lead record if present ...

by Theresa_Anders2 12-15-2016

I need to load a list and each lead has a different score to apply. Is it possible in the csv file to have a column like Implicit Score and the value is +5? The expected result would be the Implicit score in Marketo would add 5 points when the lead is already present in the database. Therefore, t...

Discussions

3643 0 11

Lead Management Partners
Re: Sales Insight Licensed Seats Used in Last 30 Days

by Theresa_Anders2 03-10-2016

Just to be clear...if the Visualforce MSI app is on leads/contacts and tasks would count be 3 or 1 (for the user)?

Discussions

2327 0 0
Re: Report on Marketo Form Names

by Theresa_Anders2 06-05-2015

I agree, Josh, but we have so many I was hoping to print off the list.

Discussions

1376 0 0