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Usually you can just double click the area and edit. If not on the specific landing page, go to the template it's using and try there.
Thanks, Aaron Dear. Good (but kinda disappointing) to know your hypothesis was right. Once it does successfully sync from a manual sync, it will continue syncing on the global sync.
Hi Troy Larson, Exactly what Greg said. Even pulling a report or looking at campaign performance (the campaign tied to your program) it only registers the opportunity based on the contact being tied to the opportunity.
Hi Aaron Dear! Yes, the sync is bidirectional. Did the leads exist in SFDC before being associated to the program/event? I have come across the scenario that if sync fails on the first attempt (the attempt to create a lead in SFDC), it won't try again, and you have to put them through a flow step o...
Just to add, if you need some help convincing your team to use contact roles, I have a high level powerpoint geared to a sales executive audience. It's an oldie, but a goodie. Why Sales Needs To Use Contact Roles
This is very interesting. Josh Hill have you worked with Boomi before/know someone that has?
I think this would be a great session! We definitely don't have 600 users, but we do have enough requests for a ticketing system. We use Zendesk, and require all marketo requests are created with a Marketo Asset Brief form and sent to our marketing zendesk ticketing distribution email address. Zende...
Hi Trask, We do this in multiple ways. First, do you use Marketo Sales Insights? I know it's more for the lead/contact object, but you can map the interesting moment field to a custom field on the account level. That way you pull the latest interesting moment on the account level. Second, I find act...