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: Company Name Keeps Changing

    Hi Mike, Can I ask you a Marketo SFDC sync related question, but not same as this thread question? Let's say, there is an existing lead with No. of employees >500 already in both Marketo and SFDC. We have SFDC workflow rule set up for lead update with: if No. of employees >500 , will send SFDC emai...

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  • solved badge Re: Block field updates is preventing a checkbox from being checked (h...

    Thank you Sanford for always taking your time to response, being very helpful and patient. I can understand the loose comparison. Thank you for clarify what I saw means what. Now I understand more, when eithe lead didn't check the box when filling out the form, or SFDC sync a lead record up to Marke...

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  • Re: Form field conditional on current vlaue

    Hi Dan,Thank you for the idea. I am curious and not clear about how does Marketo will capture a hidden field value. Let's say, existing Lead A has "email consent last update" date/time value "05/23/2018 4:18 PM". I added this "email consent last update" field as a hidden field on the form, choose "...

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  • Re: Form field conditional on current vlaue

    Hi Sanford, Thank you for sharing such a great solution. I understand the logic and the js code which will capture the value from the "visibleCheckboxField" combined with 2 SCs. However, for our case, we will show the "hiddenFieldForVisibilityRule" -- "Opt-in" field, when leads only select any EU co...

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  • solved badge Re: Block field updates is preventing a checkbox from being checked (h...

    Hi Sanford,I do believe Boolean field contains two values T or F. However, I noticed one thing --> when a new lead came in (let's say this new lead has no value at all associate with opt-in field), it will show on the activity log that update data value from "null" to "false" or "true". How can I be...

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  • solved badge Re: Track External link & Sync to SFDC

    This is interesting. Thank you for sharing Autumn. I believe "Sync Person to SFDC" is to assign leads to either Queue or a specific sales person. This flow step will only happen once when a new lead came in. It will skip this step if the same record came in. I was trying to find a post in Community ...

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  • solved badge Re: Track External link & Sync to SFDC

    Thanks Julie. It all working now.

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  • solved badge Re: Track External link & Sync to SFDC

    Thank you again Greg for the support and help. It works. I tried different combination. I believe, for some reason, it didn't work if I only put "en-us/business/backup", and query sting. Have a great weekend,Becky

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  • solved badge Re: Track External link & Sync to SFDC

    Thank you Autumn. It works, I tried both ways. Best,Becky

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  • solved badge Re: Track External link & Sync to SFDC

    Hi Greg,I tried the #1 before posted this question. No luck.. Your #2 does make sense, and it can be either the unique SFDC ID or a unique string. I tried it. However, no luck as well. Same result that the SC didn't get triggered at all...I may go for a different approach. Even though I still want t...

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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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