Sanjeev_Bhai

Sanjeev_Bhai
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Date Last Visited
‎04-28-2020 09:01 PM
Level 2
Joined the community 07-02-2018
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Irvine, CA
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  • Re: How do you create a duplicate lead record for a contact?
    by Sanjeev_Bhai name dot 02-28-2019

    When that person fills out a form we want to be able to route this lead to Salesforce. Right now in our flow step we already are increasing the score so the lead becomes MQL, syncing to SFDC, creating Task, etc. Thanks.

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  • How do you create a duplicate lead record for a contact?
    by Sanjeev_Bhai name dot 02-28-2019 quickview

    This may sound a bit counter-intuitive but can someone tell me a simple way to create a lead record when a contact record exists in Saleforce? Here is the scenario: If a person is created in Salesforce as a CONTACT and not a LEAD (ie. SFDC Type = Contact) and at some point this person fills out a ...

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    Discussions
    2841 0 4
  • Re: Tracking UTM parameters for multiple touch
    by Sanjeev_Bhai name dot 01-03-2019

    Hi Sanford,Thanks for your response. I looked at some of the previous messages regarding this topic but did not have much success. I would really appreciate if you can point me to the right thread(s). You mentioned that there is no "best" way but can you suggest a way that can be done in Marketo ...

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    3161 0 1
  • Tracking UTM parameters for multiple touch
    by Sanjeev_Bhai name dot 01-02-2019 quickview

    We are currently using UTM parameters to track the visitor’s first touch. Can anyone tell me the best way to track the visitor’s all subsequent activities? Here is an example: The visitor first comes to our site through Google (UTM source = google). Later that visitor comes through another sourc...

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    3325 0 4
  • solved badge Re: Sales Insights appearing when they shouldn't - why?
    by Sanjeev_Bhai name dot 12-11-2018

    Hi Floyd, We have bi-weekly emails setup in the nurturing campaign. It didn't make sense to send every email to the sales team. So what you're saying is that there is no way to exclude these bi-weekly emails from going to Sales Insight? As you mentioned earlier, the checkbox only refers to actual...

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    2081 0 0
  • solved badge Re: Sales Insights appearing when they shouldn't - why?
    by Sanjeev_Bhai name dot 12-11-2018

    Hi Floyd,Thanks for your response. My intention is to not have this email be sent to Salesforce (Sales Insight). Is there a way to disable certain emails from being sent to Salesforce? Thanks again.

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    2081 0 1
  • solved badge Re: Sales Insights appearing when they shouldn't - why?
    by Sanjeev_Bhai name dot 12-11-2018

    I am also having the same issue (the "Publish to Marketo Sales Insight" box is not checked in the Email Settings within Marketo but the emails are still showing up in Sales Insights in SFDC). Please see screenshot below. I have also included the email Summary below - it also shows "Sales Insight: N...

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    Discussions
    5385 0 1
  • Salesforce Operations Resource Needed (Part-time Remote)
    by Sanjeev_Bhai name dot 11-20-2018 quickview

    My client in San Francisco is looking for an ongoing Salesforce Operations Resource for 5 to 10 hours per week. After an initial onsite meeting with the client, the position will most likely transition to be remote. Some of the tasks are listing below: SFDC-Marketo updatesWorkflows within SFDCDat...

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  • Re: Sync Person to SFDC caught exception?
    by Sanjeev_Bhai name dot 11-13-2018

    Hi Floyd,Thanks for your response. I am still puzzled as to why this error only effects about 25% of the leads even though the URL value is being pushed to the Account field for ALL the leads. Do you know where I can find the mapping from Zoom webinar to Marketo / SFDC? I have already gone throug...

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    2340 0 1
  • Sync Person to SFDC caught exception?
    by Sanjeev_Bhai name dot 11-05-2018 quickview

    After a lead Registers to a Zoom webinar, we run a smart campaign in which we Change Status in SFDC Campaign to Registered. It works for most of the leads, but we get the following error message for a few leads that did not get synced: Step ID:8413Choice Number:0fault:Sync Person to SFDC caught ex...

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    2792 0 3
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Date Registered ‎02-07-2018 03:47 PM
Date Last Visited ‎04-28-2020 09:01 PM
Total Messages Posted 16
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