Yun_Bai1

Yun_Bai1

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Date Last Visited
‎01-28-2020 02:06 AM
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Joined the community 06-10-2017
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  • solved badge Re: Marketo and SFDC sync - auto assignment rule

    Thanks so much Greg. I am still digesting your helpful comments. We do including lots of data value change flow steps in each sync to SFDC campaign. Normally we use each "data value change" flow to check and change each important value, such as "Product Title", "Lead Source", "Lead Score", "Lead Typ...

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  • solved badge Re: Marketo and SFDC sync - auto assignment rule

    However, from Lead Activity log, even based on the screenshot from my previous message. It looks like SFDC synced "lead owner" value. However, in SFDC, under the same lead record. It shows that Marketo Sync changed "Lead Owner" value (please see screenshot below). I believe our SFDC team will throug...

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  • solved badge Re: Marketo and SFDC sync - auto assignment rule

    Hi Greg, Nice to see your comment. It's late your time. Great point. Thank you. I checked that looks like "Change lead owner" was synced from SFDC (screenshot as below). Region value got changed also synced from SFDC. However, for sure changed "Product Title" is from Marketo campaign.I've been told ...

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  • solved badge Re: Webhooks creation limitation

    Thanks Sanford:) At least good to know that you have at least 50 instances. We will see if I will get any error when we have more than 50 instance lol. Have a great weekend. Becky

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  • solved badge Re: Marketo and SFDC sync - auto assignment rule

    Hi Jim, It's assign the lead owner first before changed the product title. All flow steps set up in one campaign. Sync lead will happen after change values.

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  • solved badge Marketo and SFDC sync - auto assignment rule

    Hello, In Marketo SC, we set up flow steps that check and change "Product Title", "Lead Source" and other values, then use the "Auto assignment Rule" assign lead to Sales. However, in lead's activity log and in SFDC, the results we saw are Marketo changed the "Lead Owner" first, then changed "Produc...

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  • solved badge Webhooks creation limitation

    Hello Community, We have a few Webhooks. However, I will need to create more Webhooks, based on Zoom and Marketo webinar integration solution. Just trying to think further and prevent any capacity issue may happen in the future, I am wondering if there is limitation for creating Webhooks in Marketo....

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  • solved badge Re: Removal of "Is Anonymous" filters.

    Ha, yes, then I should say Bonne nuit:)

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  • solved badge Re: Removal of "Is Anonymous" filters.

    Thank you again Greg! Appreciate for your quick and clear response. Have a good day:)

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  • solved badge Re: Removal of "Is Anonymous" filters.

    Hi Greg, So you meant that Marketo will automatically delete those anonymous if they remain inactive on your web site during 90 days? If so. That's great. Best, Becky

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Public Statistics
Date Registered ‎10-06-2017 11:00 AM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 98
Likes Received 8
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