Itay_Billet4

Itay_Billet4

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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: Show Record Type names instead of RecordType Ids

    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...

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  • Touchpoints per lead?

    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

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  • Re: Sales Insight Custom Views

    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.

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  • Re: Get Lead Score Into Salesforce?

    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.

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  • solved badge Re: Where does "About me" end up in salesforce?

    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".

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  • Re: Marketo Sales Insight - Email Tab

    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

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  • solved badge Re: Where does "About me" end up in salesforce?

    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" ...

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  • Re: Reports: How to create reports based on list. lead by lists

    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...

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

    That makes sense, thank you both!

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  • Re: How to change the lead owner when previous owner is a queue?

    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, ...

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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