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The easiest way to do so is create a formula field that translates Record Type ID into Record Type Name, something like: IF(RecordTypeId = "yourrecordtypeid1", "RTName1", IF(RecordTypeId = "yourrecordtypeid2", "RTName2", NULL))Make sure to add new record types to that formula (if you create new ones...
We would like to measure touchpoints per lead / contact (i.e. how many Programs / SF campaigns are tied to a specific lead).I know it's possible within Salesforce (with some development), but I was wondering if it's possible to achieve via Marketo?Thanks!Itay
Seems like you can't....I just checked this link: http://marketo.force.com/articles/apex/MarketoPKBArticle?Id=kA050000000KzT7any user can see his own custom views.
Also, check the field level security for "Lead score" fields (for in leads and contacts). There are cases that the "Visible" checkbox is off for some SF profiles, so they can't see this on page layouts, list views and reports.
I think it's a field that was created by Marketo (we didn't create it either...), and it's really odd to see it under "SFDC Lead Field".
Seems like it's not possible...an idea was already posted on this topic, so you can vote for it:https://community.marketo.com/MarketoIdeaDetail?id=08750000000Hv6yAAC
You can create a custom field in Salesforce (in lead and contact objects) which will be synced to Marketo. Make sure to call the lead field and the contact field with the same Field Name.When these fields are synced to one field in Marketo, you'll be able to use it in forms.I don't think "About Me" ...
I think that the only way is to create a "Lead performance" report and add smart list as a Custom Column (Setup-->Custom Column-->choose your smart lists). This will give you a summary for every list (if you have static lists, you will need to create a smart list and refer to the static list).You wi...
That makes sense, thank you both!
You can create a smart list to choose only "Queue Owned Leads"Filters are "Lead owner email address" is empty AND "SFDC Type" is Lead (You can also add Contact)This will give you the list of all leads owned by a queue, now you can change owner based on lead score, Choose "Change Owner", add choice, ...