Level 8
Joined the community 16-11-2011
Level 8
Israel
Marketing Operations Manager
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I think you'll have to create those fields in SF (under Account), and then they'll be available to use in Marketo. Marketo will be able to see the fields, it's just a matter of poo...
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Elliott, I know that it's not possible to create formulas on the owner fields in SFDC (you'll have to create a trigger that will copy the owner field into another custom lookup fie...
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Smart List: Trigger - Lead is created Filter - Duplicate Field is Email AddressFlow: Send Alert - Duplication Email - I included the lead name, company name and SFDC link, so I'll ...
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Thanks! I understand it's not an ideal solution, but I'll use it until syncing only specific progression statuses will be possible(Appears as an Idea here:https://community.marketo...
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Thanks Damien, in addition to that - we can use "Change program status" to change the status in this program, right?
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We're sending webinar invites to our database (each webinar is a separate program) and we would like to exclude "Invited" / "Sent" member status to sync into SFDC Campaign, as it m...
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regarding validation on contact roles, I encountered this app on the Appexchange:https://appexchange.salesforce.com/listingDetail?listingId=a0N300000025Vs1EAEI haven't tried it yet...
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Hi Ryan, If you're using SFDC (or other CRM), you can create a field on Accounts called "type" with values: customer, prospect, lost deal. When this field is synced to Marketo, you...
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Amber, you can use "Has Opportunity" filter to exclude contact tied to opportunities.for trigger campaign, use "Added to Opportunity" trigger to send out an email to those contacts...
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We can see you on the daily / weekly leaderboard 😉
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