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Is there anywhere I can find more info on this or do I need to talk to a PM?
Hi @Grégoire_Miche2, When you say log the Campaign ID in the task description or subject, how do you pull the SFDC Campaign ID into the task comments? Do you need to create custom fields and my.tokens?
I believe the assets need to be in a program in order to clone across workspaces.
@Grégoire_Miche2 - do you know where this solution was moved to?
This is an absolute must and saves you headaches down the line of having to work with Support to remap fields on Marketo backend. Make sure your CRM team understands a custom field on the lead object in Salesforce should be mapped to a contact field on the contact object so that data is carried over...
Have you checked to make sure the asset is not being referenced in any smart campaigns within the program? For example, clear out the email name in the flow step "Send Email". After you clone, add the email back in the flow.
Hi Jean,There are a few threads on this topic if you run a search. Below are some key considerations to get you started:Involve sales early and ensure you are aligned on lifecycle definitions and SLAs. Do Marketing and Sales agree on what a MQL is?Align with Sales on how they will be alerted of MQLs...
Is anyone using the AccountAI (powered by Mintigo) capability within the Marketo ABM Module? Curious to learn how others are setting the model and ICPs up, the value realized, etc. I haven't found the model to be very intuitive and find Product Docs lacking.
What determines which fields are made available for the BETA ABM Personas feature? I only see specific fields to select. Are you only able to select fields that are on the CRM Contact record?Lisa Jorgensen I saw your doc here, but this point is not covered.
Have you checked to make sure your fields have been mapped correctly?http://docs.marketo.com/display/public/DOCS/Configure+Marketo+Sales+Insight+in+Salesforce+Professional+Edition This is for Salesforce Professional configuration, but you can also find Enterprise or Salesforce 1 documentation in the...