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Thank you Michelle Miles! All of these GDPR posts are very useful!
Hi Stephanie, We created a custom checkbox field called Marketo Auto Sync. Then we set up a custom filter on our sync (open a ticket with support) that only allows those with Marketo Auto Sync = True sync back and forth. Then, you can implement your rules around who gets the value = true within Mark...
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.
I would love this soooo much!
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