Umar_Whitney3

This item is quite old but I am sure that many of us face this. I would like to suggest Marketo give us the ability to define a list in the Admin section where we can populate all of our Marketo users and Admins who have to test. And then Marketo would ignore the communication limites on all of these Marketo Users. ... View more

Hi, My Company uses a different Status field and we would like to be able to configure these columns as well. Regards, Umar Whitney ... View more

Hi Josh and Gregoire, Thank you for the advice. We are a company that has been acquired and the parent company uses one MA and we use Marketo. My thinking is that we would use ID fields such as Marketo ID and Pardot ID combined with a master MA system field. This master field could be set to Marketo or Pardot. Then we would modify all lead assignment rules and workflows to include these ID fields and the master MA system field. If the Master MA system field says Marketo then Salesforce would behave one way. If the Master MA system field contained Pardot then Salesforce would behave another way. We have thought about duplicates in our businesses and these leads would have to be treated in a special way. The two businesses sell different products and therefore the messaging would be different. We would also create duplicate core fields for scoring such as Marketo Score and Pardot Score, Marketo Lead Source, Pardot Lead Source, and so on. Then it would take care in our reporting to separate or combine data in a Salesforce report. I thought this would be a common occurrence as people are evaluating and switching between systems all the time.  I think the cross talk/syncing problem could be handled by a smart ID and MA owner field strategy. Our goal is to setup Marketo so it can be properly evaluated in the greater business and we can make the final decisions on which system to keep later. Do you have any other concerns? Thanks for your insight. Umar Whitney ... View more