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Hi Jason, I like your suggestion and will meet with Scott to see what we can do to organize things better. In the meantime, let me know you have any article requests. I have a few more things I want to cover regarding SFDC (Custom objects, fields, campaigns) but I am always looking for additional id...
Besides being used to prioritize leads, a score field can be used to track how many times something has happened. For example, when I first started using Marketo I used a score field to track the number of marketing emails I sent to my trade show booth visitors. Once I sent a three emails with no re...
If you need to create a date field to track something a datetime field you will have more token options to populate the field including the following options:{{system.dateTime}}{{lead.Created At}}{{lead.SFDC Created Date}}{{lead.Acquisition Date}}The datetime field type also keeps track of seconds. ...
Marketo does not restrict or validate values for fields. Field values can be controlled by the type of field you use in your form. For example: Using a dropdown/select/picklist will allow you to control the values entered into Marketo. If you import a lot of lists it is best practice to have a proce...
You can easily create custom fields in Marketo on the person/lead object. When you start using Marketo I recommend only creating a field if you need it to identify or target a record for a campaign, need it for a form, or want to personalize an email or landing page. As you become more familiar with...
Here is a summary of the automatic mapping of the Marketo created fields with SFDC fields. Marketo API NameMarketo Friendly LabelSFDC Lead Object Standard FieldSFDC Lead Object API NameSFDC Contact Object API NameSFDC Account Object API NameSFDC Field LabelAddressAddressYesAddressMailingAddress Addr...
The person object in Marketo is the main table/database used for storing information about a record in Marketo. A field on the person object is used to store 1:1 relationship information about a record in Marketo. For example: First name will be a field on the person object since people only have on...
During the initial and ongoing sync Marketo will pull in all your SFDC Users.All the SFDC user fields are read only and custom fields are not usable in Marketo. If a user is owns an account or lead/contact, tokens for the owner can be used in emails:SFDC Owner Related to the Company{{company.Account...
Hi Aubrey, if the program acquired a record the total amount of opportunities plus amount created after the record was acquired will show in the report. I am unaware of being able to filter the report by opportunity size.
Hi Valerie, your logic looks correct. Thanks!