Whenever creating a new field you are planning to sync to Marketo, make sure you make the field visible to the Marketo salesforce profile. The information provided by Robert about ...
Hi Elizabeth, if you are referring to the Marketing Suspended Reason field make sure it is a new custom field. If you ever have trouble adding a new value using the 'Change Data Va...
Hi Dwight, yes the program membership data is related to period cost month in reporting. If you have entered period costs but forget to enter the most recent month, when you look a...
Hi, one option is add more program statuses. Each time a record downloads the content the record will need to flow through a smart campaign to change the status to the next one. An...
Hi Derrick, I like to use the lead/person performance report with custom columns (smart lists) to track the number of times a record does something. Thanks.
Hi Michael, if I were in your shoes I would start by making sure you have a good naming convention and all your programs are following it. It is a lot faster and easier to change p...