Anand_Raj_S1

Anand_Raj_S1
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Date Last Visited
‎01-28-2020 02:06 AM
Level 3
Joined the community 02-12-2014
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Coimbatore, India
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  • Script Error on Revenue Cycle Explorer
    by Anand_Raj_S1 name dot 04-29-2016 quickview

    Hello,We are trying to export a custom report (all day long) in Revenue Cycle Explorer and end up with a script error.The criteria used in this report is also not too complex for a chance of script error.-Anand

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    Discussions
    1082 0 2
    Reports & Analytics
  • solved badge Prevent default Header and Footer being added to an Email
    by Anand_Raj_S1 name dot 04-25-2016 quickview

    Hello,We have a Marketo email, when we test it, default header and footer is getting added to it automatically.May I know how to prevent this from being added? Initially, thought it was adding as per the code in Email Template. But then, it is not from template. It is being added from Email Default ...

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    Discussions
    3307 0 4
  • Re: How to Create Leads in CRM through Marketo?
    by Anand_Raj_S1 name dot 04-25-2016

    Hi Gregoire,Regarding Lead Scoring, Would the scoring happens to the duplicate records?For instance, if a lead has 5 duplicate records, would the scoring happen to all duplicates? Or will it happen only to one record based on any criteria?-Anand

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    Discussions
    942 0 1
  • Re: How to Create Leads in CRM through Marketo?
    by Anand_Raj_S1 name dot 04-24-2016

    Hi Gregoire,Thanks much for your help on this. We could create leads in CRM now. Just curious to know, is there a way to overcome targeting, scoring and reporting issues which will be happening due to this practice?-Anand

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    Discussions
    3111 0 3
  • Re: How to Create Leads in CRM through Marketo?
    by Anand_Raj_S1 name dot 04-22-2016

    Hi Gregoire,We just can't get in what way we assign the Marketo lead to an SFDC lead Queue. Will it be auto-assigned to SFDC lead Queue? Or do we need any additional setup in SFDC end? This SFDC lead Queue part looks cloudy.In our experiment, we simply added a flow step "sync lead to SFDC" and assi...

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    Discussions
    3111 0 5
  • Re: How to Create Leads in CRM through Marketo?
    by Anand_Raj_S1 name dot 04-21-2016

    Hi Gregoire,Thanks for all your help.For some reason, we need to create them as Leads in CRM (Even though they exist as Contacts).As per your suggestion, we have tried out "sync lead to SFDC" flow step to create them as Leads in CRM. But then, only the Contact records (exist in CRM) are getting upda...

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    Discussions
    3111 0 7
  • Re: How to Create Leads in CRM through Marketo?
    by Anand_Raj_S1 name dot 04-20-2016

    Thanks Gregoire. May I ask what would be the best way to do it? I am thinking of upload them as leads directly into CRM.

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    Discussions
    3111 0 9
  • How to Create Leads in CRM through Marketo?
    by Anand_Raj_S1 name dot 04-20-2016 quickview

    Hello,We have set of "Contact" records created in CRM (salesforce). Now, we need to create the same set of contacts as "Leads" in CRM through Marketo.Could we achieve this using Smart Campaign ? Or we could only create them from CRM end (Not from Marketo) ? Please let me your thoughts.-Anand

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    Discussions
    3279 0 11
  • solved badge Block First & Last Name field values being synced from Marketo to CRM ...
    by Anand_Raj_S1 name dot 04-20-2016 quickview

    Hello Team,Is there way to block First & Last Name field values being synced from Marketo to CRM (Salesforce).As far as investigated, wonder to see no option to do it from Marketo end. I might have missed something. Please let me know if this can be achieved through Marketo or from CRM end.-Anand

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    Discussions
    1386 0 1
  • Re: What is the usage of "Campaign is Requested" trigger action?
    by Anand_Raj_S1 name dot 04-19-2016

    Hi Gregoire,Thanks for your information.May I ask you in what scenario I might need this? Couldn't understand how it works.-Anand

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    Discussions
    5224 0 4
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Date Registered ‎12-02-2014 08:12 PM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 45
Likes Received 6
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