Sally_Duda

Hi Leah,Check out this community post from Brian Law from Marketo Consulting. It is possible to set up a custom sync filter with SFDC to manage the syncing of the Contacts when a Lead already exists.https://nation.marketo.com/community/product_and_support/blog/2017/05/14/instructions-for-creating-a-...

Awesome. Thanks so much Sanford!

Sorry, I wasn't familiar with at the Advanced Editor / Syntax Highlighter button feature - it's under the More menu .You are receiving this email based on your relationship or past engagement with The Conference Board on this topic. To manage your preferences or unsubscribe click here.‍

Hi Sanford, many thanks for replying. I rewrote the questions. Hopefully it's a little clearer what I am trying to accomplish .

Thank you Josh. The requirement for extensive planning might explain why our CRM admin is looking for recommendations for other options. He's been down this road before and it didn't go well.

Hi Karan,Thank you for your assistance. Unfortunately, I can't locate the email like the one you described. I have my certificate which I dowloaded when I passed my certification, but nothing else. I wish they had included my license number in that email!I will reach out to the Marketo Certification...

Agree with Grégoire. The dirty little secret about those drag and drop template editors from competitors is that they aren't fully responsive or look great across clients and devices.