Marketo Employee
Joined the community 27-08-2012
Marketo Employee
San Mateo
Group Senior Manager
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Greg, thanks for adding the great tip.
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If you use Record Types in SFDC, you can set the Record Type ID in Marketo. Set the value before using the “Sync Lead to SFDC” flow step. Insert the 18-character ID, not the name o...
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Using the Auto-Assignment (Lead Assignment) rules in SFDC is recommended rather than creating assignment rules in Marketo. Since creating assignment rules in Marketo is difficul...
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Here are some tips on using the Sync Lead to SFDC flow step to insert a Marketo only record into SFDC: All records in Marketo should have an email address. If someone will be ca...
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Hi Kenn! I am happy to hear the article was helpful. I am unaware of being able to filter success timeframe. I know you can filter by cost and opportunity timeframe.
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Merging fields is a trick Marketo support and services can do to combine a Marketo only field with a SFDC field. Example: Marketo won’t be able to merge a field if the type does...
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Here are the instructions for Admins to change the type of a Marketo field.You can only change the field type for custom fields. A notification will appear letting you know if you ...
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Great stuff. Thanks for sharing.
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Marketo has the ability to merge a SFDC Lead with a Contact record if the Marketo user has the “Merge Leads” permission and the Marketo user profile in SFDC has the ability to cove...
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A Marketo user has the ability to merge a Marketo record together with a SFDC Lead or Contact record if the Marketo user has the “Merge Leads” permission. Merging can only be done ...
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