Brian_Law_MKTO

Here are some tips on using the Change Owner flow step when you are integrated to SFDC:A record must be synced to SFDCLeads can be changed to Users or QueuesContacts can be changed to UsersContacts cannot be owned by a Lead Queue. If you assign a Contact to a Queue, nothing will happen.The change ow...

Here is a summary of which triggers can be used across workspaces.Any of the Email triggers since “Contains” is availableClicks Link in EmailEmail BouncesEmail Bounces SoftEmail is DeliveredOpens EmailReceived Forward to Friend EmailSent Forward to Friend EmailUnsubscribes from EmailExamples:Additio...

It is easy to get confused by all the different smart list operators when you use a date field in a smart list. Here is a summary of the operators and how to use them. The follower operators are based on using a date field and not a datetime type field.When you filter based on whether the date is "i...

Determining which Lead/Contact/Account Object fields to Sync with MarketoOne of the most important items in the SFDC integration set-up process is determining which SFDC fields to sync with Marketo for the Lead, Contact and Account objects. Syncing a field means that the SFDC field will automaticall...

Here is how you can send a post-birthday messages to a person. The following example uses the Date of Birth field which is automatically created when a new Marketo instance is created. It is automatically mapped to the SFDC Contact Birthdate field when Marketo is integrated with SFDC. The field type...

Here are the instructions to send a Birthday Message. In this example, I am using the Date of Birth field which is automatically created when a new Marketo instance is created. It is automatically mapped to the SFDC Contact Birthdate field when Marketo is integrated with SFDC. The field type is “d...

You can use block field updates to keep Marketo from overwriting or updating key information. It is not possible to make a Marketo field which is editable read only. You can only block field updates to the field. I recommending blocking updates for all list imports (Trusted and Untrusted) since user...

Whether you are new to Marketo or have been using it for years here is a list of of the resources for learning more about the Marketo integration with SFDC. Initial SFDC Sync Best practices for determining which fields to sync between SFDC and MarketoA profile verification checklist​Creating a custo...