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Hi Leanne,Actually we are looking at a third party add-on for MS CRM called AutoMerge (it's supposed to perform automatic merges for duplicates), but we have yet to explore costs. If anybody has experience or feedback on using AutoMerge, or has any other third party recommendations please share!
Job Description:The successful candidate will be responsible for the development, execution and management of best-practice digital marketing communications and SFDC marketing analytics for the firm. The individual will have a minimum of three years relevant experience in electronic marketing. The ...
This position is still open, so if you're interested please apply online!
Hello,I was wondering if someone could share their process for handling possible duplicate leads. I currently have 6,500+ leads in my Possible Duplicates system smart list (using just the default Duplicate Field Name is Email Address) and wasn't sure if there was a better way to merge lead records a...
Hi Sanford,I'm not sure if you meant to mention me here. -Tom
I'm posting this discussion here since it relates: Marketo - In house project management tool
I checked with Marketo on this and it seems that the 'number of times' and 'in past' constraints won't have any affect on triggers.Please up-vote this idea in the community to remove Date of Activity constraints from triggers: https://nation.marketo.com/ideas/1754
Hi Sanford,Can you post an example JS variable (custom code for password validation) with list of field values/codes that would be considered acceptable? I'd like to create a snippet and test on a landing page.Thanks,Tom
Hi Sanford,Just wanted confirmation that there is no out-of-the-box functionality (in Marketo) that lets someone submit a payment via a Marketo form and that this is really only doable using a third party service in combination and the webhooks tool? Also, why is it "majorly debatable?"Thanks,Tom