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Hi Harish, As Greg mention you can change the CRM field type in Marketo. Here is link to an article I wrote about it. Changing the Field Type of a Marketo Field - Deep Dive . Here's also a link if you decide to change the field type in your CRM. Changing a SFDC Field Type or Length Deep Dive . Than...
Yippee, happy to hear the updates are now showing. The updates were happening every 24 hours in the middle of the night Central time. If you run a campaign to update success or acquistion too late you can potentially miss the update. Have a great weekend.
Customers often ask me for tips for improving the integration, specifically the sync speed, between Marketo and SFDC. The syncing of a lot of fields can impact performance. Here is a list of things you can do to optimize the field sync between the two systems.Start by reviewing the activity log of a...
Hi, did you try removing the membership filter in the first report? In the second report I recommend removing trying to remove Opportunity.
Hi Dory, can you please share a screen shot of the filters you are using in your report?
Hi Dan, since Account fields are read only, the value in Marketo will eventually be overwritten during the next sync.For CRM Contacts in Marketo you cannot manually edit Account fields in Marketo’s Lead Detail screen, while you can use a Flow Action to change an Account field value. The change will ...
Hi Diana, yes, it is normal behavior when you do a list import and set acquisition that records will automatically be set to the first program status. If you ever make an error when setting acquisiton you need to remember to remove the record from the program when you are changing the acquistion pro...
Hi Dory, you are correct that you should see any records which you changed success for today, show up in RCE tomorrow since RCE only pulls in the new data each night.
Do you ignore the Marketo notifications because looking at potential issues isn't much fun? Many times they aren’t as bad as you might. Here are some of the common notifications I have seen and some tips regarding what to do about them.NotificationWhyExample of ErrorImpact to Marketo if anyRecommend...