Dory, good answer! Sara, unfortunately you can't back-date program membership and it is completely separate from the success and acquisition date so beware when you run other repor...
You can also create a smart campaign based on created date within timeframe and SFDC Created date is empty plus whatever other rules you have for syncing the record to SFDC.
Hi Greg, I advise clients when creating a scoring campaign for clicks link in email to add the 'Link' constraint to the trigger and surpress key words via not contains like 'unsubs...
Hi Gabriele, if you want to see which people clicked different emails bring in the filter multiple times (once for each email). For example, if you have sent four emails in a row a...
Having a lot of SFDC records can possibly impact the Marketo sync speed. I define a large SFDC instance as someone with more than 1M records based on the number of Account, Contact...
Hi Dave, Marketo should be able to pull in the change to the lookup field if you can enable your CRM to update the system last updated date when a change occurs. Marketo uses the s...
Hi Dave, are you saying you have two different company name fields on your contact entity? The company field which is related to the account entity and another custom field which i...
All the great articles about implementing a custom sync rule in one location. Enjoy!First, what is a custom sync rule? A custom sync rule can be used to keep specific records from ...
Hi Harish, make sure your Marketo instance has the ability to create the event channel. When you create a channel you will see this option If you don't see the option you will need...