Tara_Rowe

Level 5

Joined the community 02-02-2016

Level 5

Cambridge

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Re: Original Lead Source

by Tara_Rowe 06-15-2017

Unfortunately we have no permissions in SFDC to see any back end rules, we only have basic permissions. We have many lead sources which can be Digital Ads, Live Chat, Web Forms, Website, Called Sales, Emailed Sales etc... we created the lead sources for our SFDC admin to add into SFDC.

Discussions

4212 0 0
Original Lead Source

by Tara_Rowe 06-13-2017

Our lead source is always a hot topic. I have set up a rule for when it is changed in SFDC and we get 50-100 day from merging records and the appropriate lead source not being selected. It has become unmanageable. We had our SFDC admin add Original Lead Source to the Lead and Contact but it is not p...

Discussions

5137 0 6

Lead Management Reports & Analytics
Setting a Lifecycle from SAL to MQL to SAL again.

by Tara_Rowe 06-02-2017

We implemented a chat service that integrates with SFDC. In this case we need to wait for the trigger which is (Chat has ended) to trigger Marketo to run its rules, score and assign. These are sales chats and need to hit MQL which we have created a flow for. The issue is that the reps are booking ap...

Discussions

2967 1 3
Re: Lead Source keeps changing

by Tara_Rowe 05-25-2017

If we block updates would that mean if a lead source was updated in SFDC it would not change/update on our end only in SFDC correct?

Discussions

2985 0 0
Re: Lead Source keeps changing

by Tara_Rowe 05-25-2017

Love this, thank you!This is super.

Discussions

2985 0 0
Lead Source keeps changing

by Tara_Rowe 05-25-2017

Hello - We have a issue that keeps coming up. Lead Source. Currently we have a list which is used for original lead source which pulls into SFDC. We are finding that when the lead is converted to a opp the lead source is not carried over and changed by the Sales Rep. We want to add in original and m...

Discussions

3569 0 5

Lead Management
Marketo Report to show SFDC Follow Up

by Tara_Rowe 04-13-2017

Hello,We have some campaigns running and have pushed them into SFDC. Problem is that we do not have the permissions and cannot get the permissions for custom reporting to see what is happening with the campaigns other than what is shown in the Campaign statistics on the SFDC Campaign. Is there a Sma...

Discussions

1442 1 2
Re: GoToWebinar api 403 error since 6am PDT March 27, 2017

by Tara_Rowe 03-28-2017

Sign into Marketo in incognito mode, go to Admin and LaunchPoint and sign into GTW through there. Add in your credentials and it should work. You will still need to go back and update the Members with the "Change Status". We have to check everyday to make sure and are going through the steps in fear...

Discussions

4140 0 1
Re: GoToWebinar api 403 error since 6am PDT March 27, 2017

by Tara_Rowe 03-28-2017

I have had this issue for a week now. The only resolution we found was signing in through incognito mode, but that is a quick fix. Marketo support is researching it further for us since it continues to happen.

Discussions

4140 0 3
Creating programs in Marketo should automatically generate campaigns w...

by Tara_Rowe 03-27-2017

Hello,I am told that when we create a Marketo program that it can create a campaign in SFDC for the program with the information collected. We currently create the SFDC campaigns with the information manually. I cannot find anything on how this can be automated? Any suggestions?

Discussions

3206 0 3

Integrations Lead Management Reports & Analytics