Alexis_Falco

Alexis_Falco

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Date Last Visited
‎11-20-2024 03:50 PM
Level 3
Joined the community 13-05-2014
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Vice President, Marketing
  • solved badge Re: Sales Insights appearing when they shouldn't - why?

    Hi Floyd, It's just one particular distribution that we don't want synced - it's a daily newsletter and it clogs up the activity history for our sales team. For campaigns and marketing, we have those emails track over.

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  • Re: Create Task for Account Objects

    Hi, I'm assuming you are using Salesforce as your CRM so I would recommend doing this workflow through Salesforce. My company is also B2B and do most opp/product workflows off of the account and not the contact record so we definitely have most of our automated tasks set the way you want - for insta...

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  • Re: Looking for a map of Marketo's Database Schema

    Hi Nate, This suggestion won't necessarily help with the exact internal mapping of Marketo but if you're looking to massage the data in Tableau, you may want to look at the Bulk Extraction options from Marketo. This post is bit dated but might prove helpful with some information to consider: If you...

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  • solved badge Sales Insights appearing when they shouldn't - why?

    Hi all,I'm noticing that emails Marketo is sending are showing up in the activity history of Sales Insights in SFDC. For these emails, the Sales Insight option is not checked in the Email Settings within Marketo; My sync options in Marketo aren't set to track these items either (see screen shot). We...

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  • solved badge Re: Global form submissions not captured

    Franky, Couple of things - this post gives a pretty nice description for using using the Web Page, Referrer URL, or Query String constraints to specify web page when using one form on multiple pages - basically it tells you when to use a specific constraint.Specifying Web Page on Form Fillout Filter...

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  • Re: Best way for MKTO to check SFDC to see if lead exists already befo...

    Just spit balling an idea here:When you say SFDC Leads Only - do you mean that the lead should never make it's way to Marketo (basically, an unmarketable lead)? I ask b/c if you have a set group of emails that you know shouldn't sync, then you could create a smart campaign that listens for a new per...

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  • SFDC Opportunity view in Marketo

    Hello! When we have a contact assigned to an opportunity in SFDC, how can I run a filter in Marketo to remove any other co-workers of that assigned contact from programs? For example: You want to sell me a product, so you add me to the opportunity and you know I'm going to buy it, so I'm about 10% l...

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  • solved badge Re: Sales insight vs. SFDC Activity History (how to separate?)

    Completely agree, there's was too much noise getting into salesforce. Mark's solution fixed it. Thank you

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  • solved badge Re: Sales insight vs. SFDC Activity History (how to separate?)

    Thank you - that did the trick!

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  • solved badge Sales insight vs. SFDC Activity History (how to separate?)

    Hi, My sales team is getting bogged down by the amount of Marketo activity that is occurring within the Salesforce account and contact activity history. We use Sales Insight too - does anyone know how i can make the activity just show up in Sales Insight and not to the Activity History? Or if that's...

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Public Statistics
Date Registered ‎05-13-2014 12:19 PM
Date Last Visited ‎11-20-2024 03:50 PM
Total Messages Posted 27
Likes Received 6
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