Itay_Billet4

Itay_Billet4

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Offline
Date Last Visited
3 weeks ago
Level 8
Joined the community 16-11-2011
Rank Icon Level 8
Marketing Operations Manager
Israel
  • solved badge Re: Queues in Salesforce and Sales Alerts in Marketo

    You need to set an alert using "Send Alert" flow step to any action that you want (Lead was created, lead filled out a specific form, lead clicked on a link etc...). You need to enter sales email address to "To Other Emails" (See below)You can use "Add choice" to segment who you want to send the ema...

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    1900 0 0
  • solved badge Re: Queues in Salesforce and Sales Alerts in Marketo

    Queues aren't visible in Marketo (Lead owner and owner email are blank), what you can do is send an alert to sales whenever the lead is created or does any action (clicks a link, fills out a form etc...)You can use this article to build the steps (Email alert and smart campaign): https://community.m...

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    1900 0 0
  • Re: Partner lead registration form

    We're using Web2Lead form (by Salesforce), simply because of the scenario that a partner can register a lead that is already exist in the system (either as a lead or a contact). If you are using a Marketo form, data can be overriden. of course, you can block field updates and redirect to another fie...

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    3396 1 0
  • solved badge Re: Filled Out Form as a choice - Clarification

    So what's the usage for these values available in Flow Choices? (Filled Out Form, Clicked link, visit webpage etc...)For example, If I have a smart campaign like this:Smart List: Fills out Form: is anyFlow: Change data Value Choice: Filled out form: Trial Form Change Lead Status to "Requir...

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    1912 0 0
  • solved badge Filled Out Form as a choice - Clarification

    I was just wondering if using "Filled Out Form" choice on flows fires on the last submitted form (and not fire based on past activities)For example, I created a smart campaign for form fillouts, so if a lead filled out a "Trial" form, his status is changed. if it's a different form, it skips the sta...

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    1968 0 5
  • Re: Acquisition Program "New Names" in SFDC Campaigns

    I'd like to hear additional details about that, thanks!

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    1790 0 0
  • Re: Changing field type: Text to Long Text Area

    No, you will have to change it also in Marketo, as field changes in SF are not passed to Marketo.You need to go to Admin-Field and change the field type (More details here: https://community.marketo.com/MarketoArticle?id=kA050000000L3jq&src=comm)

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    1317 0 0
  • solved badge Re: What should a SFDC Type = User filter find?

    Not 100% sure, but maybe it's related to SFDC Partner / Customer portal (and not "Regular" SFDC users).I have found this discussion: https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PHXmAAOalthough it would be great to get a confirmation from Marketo and apply this rule to all SFD...

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    1249 1 0
  • Re: Salesforce duplicates

    Regarding your first question, if you'll merge those in SF, it will be pushed back to Marketo (see article: https://community.marketo.com/MarketoArticle?id=kA050000000KyrM&src=comm)There are some de-dupe solutions at the appexchange (http://appexchange.salesforce.com/results?keywords=dedupe), such a...

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    1357 1 0
  • Re: View "My Discussions" and "My Ideas"

    I suggested something similar last month (https://community.marketo.com/MarketoIdeaDetail?id=08750000000IXciAAG)It would be nice to see this on the left navigation bar also!

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Public Statistics
Date Registered ‎11-16-2011 12:40 AM
Date Last Visited 3 weeks ago
Total Messages Posted 343
Likes Received 95