Level 4
Joined the community 05-02-2015
Level 4
Greater Detroit
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Hi Christine-Are you connected to your CRM live? Reason I ask is that radical score changes are going to affect the entire database as MKTO's algorithm is partly derived from what ...
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Hi Gerard-One question you will have to address is why you are trying to remove visibility from existing records in your CRM - are you trying to protect them from edits? Are you lo...
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Hi Leah-I would recommend investigating how often you are firing certain data management clean-up efforts (are your triggers tight enough), how often do they need to fire (daily, w...
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Hi Knox-If you want to do this (which I wouldn't recommend necessarily), you will want to go to Salesforce options in the Admin section, choose Enable Activities, and select Sent E...
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There is another way to potentially do this - in your smart campaign, identify that company is "ABC Company" and then do Random Sample equals a specific %. Depending on how well yo...
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Hi Peter-Another method - although unusual - would be to not connect the systems at all and use an email submission method in which you would kick out of Marketo a standard email c...
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Hi Nicole-Tags are limited to a single selection - so no multi-pick per attribute. However, as Kristen mentioned, you are really not limited to how many tags you use so you just ha...
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Hi Nina-If you are looking for a person by person notification, you could technically choose the SFDC setting of marking an activity for each record sent the email once it is sent ...
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Hi Ashley-What version of Outlook does your team use? Do they also use other Outlook plugins (like SFDC)? I know that we had some folks have issues with multiple plugins loaded in ...
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Hi Brian-I've used RevenuePulse and DemandSpring before and they are great.Thx.
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