Level 9
Joined the community 09-01-2015
Level 9
Marketing Operations Consultant
Houston, TX
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by
Amanda_Thomas6
05-19-2016
By the way, I never know how to tag you, Greg! lol There seems to be a plethora of profiles to choose from.
7934 0 1
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by
Amanda_Thomas6
05-19-2016
Great additions! Thanks, Gregoire Michel! I really like the validation rules idea. I think I might set one up where they can't mark it closed won without having at least a primary contact.
7934 0 3
Discussions -
Hi All! After getting new and exciting report ideas from Marketo Summit, I ran back into a little issue that comes up for almost every marketing team. I needed more information in salesforce in order to make these new reports mean something! One of those salesforce things I needed was contact roles...
10214 13 21
Discussions -
Hi All, I am trying to send an email, through marketo, to alert the account owner that the contract renewal date (an account field) is 90 days away. I couldn't find a trigger to work for this. I can send alerts through salesforce, but marketo is much prettier and houses all other email alerts at th...
1811 0 2
Discussions -
I want to make sure the date of activity in past 30 days includes those who visited the web page today.
1735 0 1
Discussions -
by
Amanda_Thomas6
04-26-2016
Thanks for your answers Josh Hill and Grégoire Michel! I have imported through the data uploader for this before. I was trying to adjust the status right after uploading the list to marketo (almost doing two things at once). Thanks again for your help!
2235 0 0
Discussions -
We're a SaaS based company. We pull a list every 2 weeks of users that were added to customer sites and import them to salesforce, currently as leads. We would like to import these on the contact level in order to attach them to the customer account, and we would like to have a flow step of marking ...
2447 0 3
Discussions -
by
Amanda_Thomas6
02-05-2016
I think it's listing different values with a comma that is the problem. For some reason it's only recognizing the first option. I have it listed exactly "US, United States". When I enter United States in the form, the State field does not show, but when I enter "US", the state field does show.
4236 0 4
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