Marketo Employee
Joined the community 27-08-2012
Marketo Employee
San Mateo
Group Senior Manager
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Here are some tips on using the Change Owner flow step when you are integrated to SFDC:A record must be synced to SFDCLeads can be changed to Users or QueuesContacts can be changed...
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Hi Greg, Marketo doesn't see/select (e.g. index) assets, programs, forms, etc across workspaces. You can only see/select the assets, programs, forms in the workspace where you are ...
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Here is a summary of which triggers can be used across workspaces.Any of the Email triggers since “Contains” is availableClicks Link in EmailEmail BouncesEmail Bounces SoftEmail is...
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It is easy to get confused by all the different smart list operators when you use a date field in a smart list. Here is a summary of the operators and how to use them. The follower...
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Determining which Lead/Contact/Account Object fields to Sync with Marketo One of the most important items in the SFDC integration set-up process is determining which SFDC fields to...
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Here is how you can send a post-birthday messages to a person. The following example uses the Date of Birth field which is automatically created when a new Marketo instance is crea...
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Here are the instructions to send a Birthday Message. In this example, I am using the Date of Birth field which is automatically created when a new Marketo instance is created. It ...
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You can use block field updates to keep Marketo from overwriting or updating key information. It is not possible to make a Marketo field which is editable read only. You can only b...
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Thanks Jason. If you have any ideas for SFDC topics send them my way
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Whether you are new to Marketo or have been using it for years here is a list of of the resources for learning more about the Marketo integration with SFDC. Initial SFDC Sync Be...
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