Marketo Employee
Joined the community 27-08-2012
Marketo Employee
San Mateo
Group Senior Manager
Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Filter by user contributions
-
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....
-
0
-
3
-
2808
-
-
Greg, thanks for adding the great tip.
-
0
-
0
-
3390
-
-
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...
-
3
-
5
-
20270
-
-
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...
-
4
-
2
-
4950
-
-
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...
-
3
-
0
-
3167
-
-
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.
-
0
-
0
-
1146
-
-
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...
-
1
-
4
-
5487
-
-
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 ...
-
13
-
3
-
8067
-
-
Great stuff. Thanks for sharing.
-
0
-
0
-
788
-
-
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...
-
2
-
2
-
2411
-
Top Badges Earned
Customize up to 8 badges at the top of your trophy case for all other Community members to see!-
Seeker
Earned on 4.20.21
Earned by 681 people
Select to learn more
-
Establish
Earned on 2.13.21
Earned by 2309 people
Select to learn more
-
Cultivator
Earned on 2.13.21
Earned by 36 people
Select to learn more
-
Builder
Earned on 2.13.21
Earned by 58 people
Select to learn more
-
Give Back 1
Earned on 2.13.21
Earned by 4273 people
Select to learn more
-
Give Back 10
Earned on 2.13.21
Earned by 708 people
Select to learn more
-
Give Back 3
Earned on 2.13.21
Earned by 1944 people
Select to learn more
-
Give Back 5
Earned on 2.13.21
Earned by 1261 people
Select to learn more
| User | Count |
|---|---|
| 1 | |
| 1 | |
| 1 | |
| 1 | |
| 1 |
.png)
- Copyright © 2025 Adobe. All rights reserved.
- Privacy
- Terms of use
- Do not sell my personal information
Adchoices