Nancy_Rosentha5

ok... I was able to test this, but I believe that I'm not successfully assigning the incoming Marketplace LeadSource to the new field.  I tried with a trigger for the Form Filout MarketplaceLeadBackEnd, and filterer "Person Not Created in the [past 5 minutes] so as to only process the existing Leads  ... View more

OK.  Thanks.   Is there an easy way to do an API test.  Just as a caveat, I am not a programmer/developer.  Is there a way for me to test this api forms integration without soliciting them to send a sample api call?  I want to find out if I can can do this field manipulation, prior to the processing of the incoming Lead.  Ex. Lead Source to get assigned to a  Temp LeadSource field, then process the lead with the incoming api field values, which will populate the Person/Lead Source field with a VendorSpecific Value, for which I would move to some string field that accepts tokens, Here is my thinking on the steps:  Create Temp field in Marketo (only Marketo, called TempLeadSource) that would temporarily hold the HID Marketo Lead Source (IF this was an existing Lead), until after the integration.  Here are the the steps: IF Lead exists, Change Data Value of TempLeadSource field to HID Marketo Lead/Person Source to  and then null out the HID Marketo Person Source field (to allow the Marketplace Azure LeadSource value to populate this, since it's a blocked field if not empty) Then trigger Marketplace integration Smart Campaign (or call this Smart Campaign) to work and populate the Lead Source with the Marketplace Azure info (their field called LeadSource)   Move that Marketplace Azure Offer info (LeadSource) to another field (of  TYPE String… so that it can be used later as a token, for re-assignment ) Re-populate HID Marketo Person Source with the TempLeadSource value (which was the original Lead Source value prior to this integration).  This field is not blocked for Marketo Flow steps, so it will work. Please let me know if you think this is sound thinking or if there's something I'm missing here. Thanks guys, Nancy ... View more

Yes, there is a specific form dedicated to the Microsoft Leads, so the problem is that we would have to make LeadSource no longer blocked, which seems to be a bit dangerous, since we are heavily reliant on this field not changing from the original Marketo Lead Source to what Microsoft is trying to populate it with . We use this field for numerous reports.  It would obviously be quite easy to "Change Data Value" to populate say, Person Notes IS {{lead.Lead Source}},  BUT if this was an existing lead, this field would already be populated with the true value and the field is blocked.  If it were unblocked, how would I move this original value to another field X before the new value is passed along, then populate what Microsoft is passing as LeadSource to Person Notes, then move field X back to Lead Source? ... View more

Question was supposed to be: Connecting/Mapping Marketo to Microsoft Azure  ... View more

I believe i have this figured out.  I had used the Program token {{program.name}} to populate 2 fields with each campaign, Original Campaign (if empty) and Recent Campaign.  Then i used these fields to work with.  Thanks. ... View more

So, I thought I had used some field to parse out info from the field name.  Was "Campaign Name" such a field?  I just am confused by how I've done it in the past for creating a smart campaign with "Lead Source Sub-Type" attribution, since our company has this field, which is a subcategory for the Lead Source, which can be ascertained from the Campaign Name/Marketo Program Name, i.e. if the Name contains "XYZ", we can assign Lead Source Sub-Type=XYZ sub-type category.  BUT, our company has replaced Campaign Name with a very specific company generic name, so in this case, we can't use that field for my purposes.  I was wondering IF this field, Campaign Name does initially capture this info, i.e. the program/campaign name, could I assign that first to a newly created field called Last Marketo Program Name (like you suggested), prior to them overwriting this field with a custom text field for this company's purposes.  I am not sure as to the history behind them replacing Campaign Name with NOT the Marketo Campaign Name, other than them saying it was very confusing to the SFDC users, since it's different nomenclature in SF vs Marketo.  Thanks for your insight here. ... View more

Thanks Dan.... such a shame ... View more

Is it possible to create a Marketo umbrella workspace for all the global assets and so that they can be shared across all workspaces?... assuming that each of the workspaces would have access to the global workspace, as you set it up ... View more

any creative ideas on how to pass along a campaign related field in one of the Marketo sync objects, i.e. person, contact or account, for something like vendor?  Maybe it's all in the Campaign Name combined with the channel type, while ensuring strict naming conventions? ... View more

When I try to sync/create a SFDC Campaign from a Marketo Program with Email Send Channel, this is the error I get attached here. ... View more

I totally agree.  It seems like the user believed she had done this in the past and I didn't think it was possible. What I did find odd though is there was an SFDC campaign created this year of Campaign type Send Email, which was created by a Marketo SFDC Sync as the Channel Email Send, but the odd part was that this is an SFDC Campaign Type (Email Send) that was deactivated like 4 years ago?  I didn't think that was possible to sync/create a SFDC Campaign with an SFDC Campaign type that is deactivated? ... View more

No, they are not trying to sync a single Marketo Program to multiple campaigns, but like the following: Marketo Program A1 Channel Email   synced with SFDC campaign A1 of Campaign type Email Marketo Program   B1   Channel   Email Send   synced   with SFDC campaig n  B1   of Campaign type   Email Marketo Program   C1   Channel   Single Email   synced with SFDC campaign   C1   of Campaign type   Email ... View more

Greg, this setup you have outlined here, is exactly how we have ours setup, including leveraging the scoring to reach a sales ready threshold.  The problem lies in the fact that our programs our synced with SFDC from the onset, so the leads are assigned to a Marketing Queue right away, so when the leads reach "Sales Ready", they cannot run through the assignment rules again, called from Marketo, since they already have a lead owner.  So, unfortunately, this sort of falls apart, short of either recreating the assignment rules in SFDC OR creating an SFDC api workflow to send the lead back through the Lead Assignment Rules, once they reach the threshold of being Sales Ready or MQLd.  Is this your understanding as well? ... View more

This is extremely helpful to know the limitation and understand the workaround.  This is what I was suspecting.  One more question, when a campaigns is synced with Salesforce, does this automatically assign a lead owner as soon as a new Lead becomes a member of the campaign? Or only when the call to Use Auto Assignment Rules is engaged. ... View more

Are you saying post a value to Person/Lead Source?  In our instance, this field is not that specific other than utilizing this at a more generic level, like "Content Syndication", so I am not sure I understand your meaning behind "post a source as a form field"?  I have created a local form for this purpose, though I am not convinced this is the most effective way of doing this.  Would it be better to be creating a Content Syndication form from the design center, so that we don't end up with a proliferation of forms and insert a hidden field that is the so called "source" like possibly like a campaign name, which will definitely allow me to filter this out by both the CS Vendor and the Asset being served up? ... View more

so, if not SOAP API, what do you recommend?  ... View more