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Hi Maggie, this is not a customization option. What kind of information is getting lost? Maybe you could create a task or send an email alert for these things?
Hi Mike! I have used the Marketo ABM product as a customer and can answer some of these questions.1. Why does one need to create the CRM boolean field for Named Account selection?The doc gives the reason "so that it will appear in Discover CRM Accounts". But ALL my accounts appear in Discover CRM a...
Hi Alexis! Answers below in red:MSI on leads/contacts/accounts/opportunities:• If a salesperson who does not have a Marketo user account clicks in the Email tab to view an email in Marketo, they will not be able to preview the email, correct? Marketo actually doesn't have a good way to limit the num...
Ooh interesting! It would be really helpful if these errors were more descriptive.
Have you checked Launchpoint in Admin to see if any of your API connections are failing? I received a similar error recently and it was due to a failed connection to GoToWebinar.
Hi Madhavi, I've used the Event Check In App at 2 different organizations, one for company-sponsored live events and one for trade shows. It really depends on your use case as to whether or not it will work well. I'd say the biggest limitation is that you can only map "Check in" to one status in a c...
I've used Chili Piper as a person scheduling and it was a good experience to me. I will say I have used TimeTrade and really do not recommend it. Unless they have made MASSIVE improvements to the product in the last 2 years, the UI is clunky, it's difficult to manage, it doesn't integrate with Marke...
Hi Enget!This is a really interesting use case for Infer. I have seen similar issues with premature scoring (MQLs constantly being recycled by sales) even without Infer. I would suggest 2 things:Look at your behavior scoring model. Are you weighting certain behaviors too heavily compared to your MQL...
Hi Tom! The best way to do this in my opinion is to have Marketo Support set up the custom sync with a field you build in SFDC on the Lead and Contact. It's quite simple and quick to have them do this, and you have total control over how to populate the field in Salesforce.
Yes this is safe! As long as your don't change the actual LABELS, just change the step values, this will work as you are describing.