Calvin_Lam

Calvin_Lam

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Date Last Visited
‎06-29-2022 12:42 PM
Level 4
Joined the community 07-10-2013
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San Mateo
  • Re: How do i clone a SFDC record without carrying over the Sales Insig...

    You can use either Workflow Rules or APEX trigger on the SFDC side to reset these custom fileds to NULL when a new lead is created (cloning fire the same event) in SFDC. In you rule critieria if you are using Workflow Rules, make sure that you use Field="Original Source Type" equals "salesforce.com...

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  • Re: Webinar Reminder Email Scheduling

    Yes you can do it up to the "day" denominator. See this article - https://community.marketo.com/MarketoArticle?id=kA050000000L98KFor 1 hour and 10 min prior to the event, you will still need to specify the time.

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  • Re: Two options on a form that map to the same field

    Hi Alyssa,Cool thanks for the info. If you run into any difficulties setting this up, let me know.

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  • solved badge Re: Email Missing from GetLead - SOAP API

    It's probably because the lead is anonymous - no previous form fillout of email address

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  • solved badge Re: Engagement Stream Cadence

    Adam is correct. You can also verify when is the next cast by mousing over the cadence. See screenshot below:

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  • Re: Removing Converted SFDC Leads from Flow?

    You probably would want to use SFDC Type in your choice. Let me know if you want me to create a support case for you so I can walk you through the setup via GoToMeeting

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  • Re: Removing Converted SFDC Leads from Flow?

    In choice 1, you should be able to choose the name of your campaign. Instead of "this campaign", is there a choice for the name of your campaign?

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  • Re: Using UTF-8 but still getting symbols

    I am assuming that you followed the instructions in this article - http://community.marketo.com/MarketoArticle?id=kA050000000L3CXCA0If you are still seeing some symbols (not all), then it is probably because UTF-8 doesn't necessarily cover all characters in your chosen language.

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  • Re: Forms

    I think it is {{lead.Phone:default=edit me}} and not Phone Number. Make sure you use the Token Editor.If you are still having issues, please feel free to contact Support.

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  • Re: Removing Converted SFDC Leads from Flow?

    After you fix your flow step (refer to Itay's suggestion) and if you still have real leads currently in Wait Step who you want to remove, then add an additional Remove from Flow step after your wait step.

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Public Statistics
Date Registered ‎10-07-2013 04:10 PM
Date Last Visited ‎06-29-2022 12:42 PM
Total Messages Posted 90
Likes Received 36
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