Mike_Reynolds2

Mike_Reynolds2

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Date Last Visited
‎07-22-2023 10:31 PM
Level 10
Joined the community 14-04-2014
Rank Icon Level 10
Portland OR
  • Re: Helping each other out - without having to follow/connect

    Hi Brigid Greenway​There are a few different ways to go here. First, if you have any trouble with Marketo and need some feedback the Community is a great resource for posting questions and getting feedback from other Marketo users. If it's a product-related issue, the best place to post it would be ...

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  • Re: Changes to Marketo Salesforce Sync – Questions and Discussion

    Jake,​I've had a chance to follow up with the Support Engineer that worked with you on your case and he clarified what was happening. It's a great point that I'd like to clarify for anyone else who has a similar question.In SFDC, a Lead record can be converted to a Contact record. If the Lead was sy...

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  • Re: Changes to Marketo Salesforce Sync – Questions and Discussion

    Jake,​As long as the new fields exist on both the Lead and Contact objects, the data will backfill into the newly recreated fields. So the field values are there, even on leads that have been converted. There isn't anything that would prevent the records that had previously been leads and were then ...

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  • Re: Changes to Marketo Salesforce Sync – Questions and Discussion

    Hi Diana Dimitrova​You can definitely test this in Sandbox first. and depending on the size of the lead database, you can probably go ahead and do that now. If your lead database is the same size as your production instance, you may want to wait until your scheduled window to start, but most sandbox...

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  • Re: Changes to Marketo Salesforce Sync – Questions and Discussion

    Hi Jake Harris​I'm sorry that you're having problems here. I've reached out to our Support Management team to get this worked out right away. Again, I'm sorry you've had a bad experience, but we'll get it resolved.

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  • solved badge Re: I need an account manager

    Hi Michael Cross​You do actually have an Account Manager on the account, so I've reached out to him letting him know that he should get in touch with you.Thanks,Mike

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  • Re: Changes to Marketo Salesforce Sync – Questions and Discussion

    Hi Irene GarciaThis sort of scenario is why we created this doc: Changes to Marketo Salesforce Sync – Preventative Troubleshooting. We've seen a few customers encounter similar scenarios, and you'll want to be sure you're all set before making the configuration changes.There are a few points to cove...

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  • Re: Delete Leads in Marketo, but remain in SFDC

    Hi Teresa Vogelpohl​,You can set up your smart list or flow however you need to designate the time (three months after), but when deleting leads from Marketo, the flow step gives you the choice of whether or not to delete from CRM as well. If you just select False, it only deletes in Marketo and lea...

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  • Re: How can I embed a form on an RTP web campaign?

    Hi Alexia EmmanoulopoulouThis doc shows you how to do that: Embed a Form into an RTP Web Campaign - Marketo Docs - Product Docs

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  • Re: Changes to Marketo Salesforce Sync – Questions and Discussion

    If anyone is interested, Jenn DiMaria over at RevEngine will be holding a webinar on these configuration changes on Thursday, November 17th, from 1 - 1:45pm Eastern time. I'll be there along with a couple other key contributors to this project from Marketo to answer as many questions as we can. If ...

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Public Statistics
Date Registered ‎04-14-2014 04:04 PM
Date Last Visited ‎07-22-2023 10:31 PM
Total Messages Posted 874
Likes Received 370
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