Bruce_Jeffers

Bruce_Jeffers

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Date Last Visited
‎10-11-2022 07:30 PM
Level 4
Joined the community 19-11-2014
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Austin, TX
  • Re: Automate Report of Email Opens

    About the Tasks: this process actually makes the task assigned to the Marketo Sync User -- and it also automatically completes the task too. So no worries about your sales reps getting extra tasks on their plate.As long as you save that Salesforce Report in a Public Folder (don't save it in your Pe...

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  • Re: Tracking lead source & organic search

    @Rebekah H:Quick question -- when you say "tracking lead source", do you mean attributing the very first touchpoint as the source of a lead? Or do you mean you want to keep track of all touchpoints and assets the lead engages with over time?[Unfortunately I have no ideas about the second part of you...

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  • Re: Skipped "Do Nothing" was set for this choice, XXX leads skipped.

    Yes, you understand it correctly 🙂

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  • Re: Automate Report of Email Opens

    This might not be the easiest way, but it think it will work pretty well for what you are trying to achieve.In your Marketo Admin area, in the Salesforce integration, "Sync Options", make sure you check "Email opened". What this does is create a Task on the SFDC lead record when they open a Marketo ...

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  • Re: WebEx Integration

    Yes, but your question of "works well" is a good point. I should have added more to my first post.@Michelle M -- Having all leads register through a Marketo form is the better way to do the WebEx integration, to guarantee that you capture everyone in Marketo from the beginning, and to ensure that y...

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  • Re: WebEx Integration

    No, you can use either -- you can capture registrations with a Marketo form or through the WebEx event center. The registrations will sync both ways.

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  • solved badge Re: Daylight Saving Time

    I've received mixed answers on this: -- Some users in the Community have said their time updated automatically, while others say it did not. -- A Marketo support rep told me it doesn't happen automatically. (I opened a support ticket about this) -- Another Marketo employee said the GMT offset tim...

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  • Re: One Lead - Multiple Engagement Programs?

    A lead CAN be in multiple Engagement Programs....but not in more than one Stream at at time within a single program.Unfortunately I can't remember where I read this, or heard in a training video, or learned from someone else....would provide a link if I could remember.

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  • Re: Interesting moments not on My Watchlist

    Any idea how long that has been occuring?This is a bit extreme, but have you tried re-installing the app / packages in your SFDC instance? Could be an error in the app install that isn't updating all the fields or objects correctly.

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  • Re: Is it possible to remap fields after the Salesforce Sync has start...

    No, you cannot edit your field mappings once the first mapping has been set up.However, the Support team can do this for you. Open a Support ticket and tell them which fields you'd like to be modified / remapped.

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Public Statistics
Date Registered ‎11-19-2014 02:12 PM
Date Last Visited ‎10-11-2022 07:30 PM
Total Messages Posted 99
Likes Received 39
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