Brian_Law_MKTO

One option instead of using the Auto-Assignment (Lead Assignment) rules in SFDC is to assign new records to a SFDC Queue. In Marketo you won't be able to send alerts to a queue. You also won't be able to select the Leads owned by a specific queue in a Smart List. In Marketo if the SFDC Type = Lead...

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 of the Record Type.Work with your SFDC Admin to get the Record Types IDs and to determine the logic for which records sho...

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 difficult to maintain, I recommend marketers focus on marketing rather than maintenance. Lead Assignment rules only run on initia...

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 calling the lead remember to capture the phone number before inserting the record into SFDC.Make sure your records have values...

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 doesn’t match the field you are merging with. Thus, they can only merge a string field with a string field. They won’t be able ...

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 won’t be able to change a field type. Records may need to be updated if a trigger campaign fires while the CDV flow step...

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 covert leads, create contacts, accounts and opportunities. If a Lead and Contact are merged in Marketo, the Lead will first...