Itay_Billet4

Level 8

Joined the community 16-11-2011

Level 8

Israel

Marketing Operations Manager

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Re: Contact owner match Account Owner in SFDC

by Itay_Billet4 in Product Discussions 02-26-2013
Latest Post 02-26-2013 by Itay_Billet4

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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Re: Show Record Type names instead of RecordType Ids

by Itay_Billet4 in Product Discussions 02-26-2013
Latest Post 02-26-2013 by Itay_Billet4

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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Re: Show Record Type names instead of RecordType Ids

by Itay_Billet4 in Product Discussions 02-26-2013
Latest Post 02-26-2013 by Itay_Billet4

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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Re: Show Record Type names instead of RecordType Ids

by Itay_Billet4 in Product Discussions 02-26-2013
Latest Post 02-26-2013 by Itay_Billet4

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(Rec...
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Re: more than 50 leads per page please

by Itay_Billet4 in Ideas 02-21-2013
Latest Post 02-21-2013 by Itay_Billet4

Suggested something similar last year (https://community.marketo.com/MarketoIdeaDetail?id=08750000000IAm1AAG) - please vote for it:)
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Touchpoints per lead?

by Itay_Billet4 in Product Discussions 02-18-2013
Latest Post 02-27-2013 by Itay_Billet4

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 develo...
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Re: Sales Insight Custom Views

by Itay_Billet4 in Product Discussions 02-10-2013
Latest Post 02-10-2013 by Itay_Billet4

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?

by Itay_Billet4 in Product Discussions 02-07-2013
Latest Post 02-07-2013 by Itay_Billet4

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...
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Re: Where does "About me" end up in salesforce?

by Itay_Billet4 in Product Discussions 01-28-2013
Latest Post 01-28-2013 by Itay_Billet4

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

by Itay_Billet4 in Product Discussions 01-28-2013
Latest Post 01-28-2013 by Itay_Billet4

Seems like it's not possible...an idea wasalready posted on this topic, so you can vote for it:https://community.marketo.com/MarketoIdeaDetail?id=08750000000Hv6yAAC
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