Itay_Billet4

If the relationship between the custom object and the account is "Mater-Detail" Relationship, you can add a rollup summary field (Master object = account, summarized object = custom object") that counts the amount of records.After the field is synced to Marketo, you can use on your smart lists ("Num...

Hi Breno, is there any bypass for that?I'm not sure I want leads to wait 15 minutes for their assets after a form fillout, just for the lead owner's details will appear on the signature...

You need to create a smart campaign that sync leads that filled out a form to SF, something like: Smart List: Trigger - Fills out form is "Resource form" Flow: Sync Lead to SFDC - you can sync it according to the SF assignment rules, or add choices so the lead will sync to a specific owner

Hi Josh, I'm not familier with RCA, but I was able to get this information with the following process:1. I created a custom number field in SF (under leads) and synced it to Marketo2. I changed the field type from integer to score - This is the only way to add value to fields3. I added a smart campa...

The only way to change it via Marketo is with "Change Owner" flow step. Create the following Smart CampaignSmart list: Lead is created , constraint SFDC Type = contactFlow: Change OwnerChoice 1- if account owner email address is XX, owner name is..Choice 2- if account owner email address is YY, owne...

You are correct, formula field calculation does not trigger a sync, it has to wait to a "normal" field update.You can find more data on this topic here: https://community.marketo.com/MarketoArticle?id=kA050000000KzYqCAK

In our case, we have record types for both leads and accounts, so we need to create two "Record type name" fields.In your case you need to create this field just on accounts.