Level 8
Joined the community 16-11-2011
Level 8
Israel
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We're sending out an email with the requested assets after any form fillout on our website.I'm wondering about how much time do I need to "wait" for SFDC details (mainly lead owner...
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That's a great idea Cary! in case you're using Salesforce, you can use a workflow rule to "fix" any first letter of first and last namesI found this link very helpful:https://succe...
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We want to use "Page Views" column from "Web page activity" report, into other usages: smart lists and SFDC ReportsIs this possible? can I use a smart campaign for any webpage visi...
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I'm trying to apply some rules to unique forms we have on our website (Trial & contact us forms), I want that the lead status will change whenever a lead fills out these forms (exc...
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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 ...
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It would be time saving to have the ability to "right click" and remove columns from lists. Currently, the only way is to manage it via the view.
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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 Market...
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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 ...
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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.co...
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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.
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