peteaxtell

peteaxtell
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‎04-16-2020 04:37 AM
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Joined the community 23-03-2020
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  • Re: View custom objects linked to company
    by peteaxtell name dot 03-30-2020 quickview

    I am not using Salesforce, I am syncing to Dynamics using the API rather than the connector.

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  • View custom objects linked to company
    by peteaxtell name dot 03-27-2020 quickview

    Our CRM to Markto mapping is as follows:Account : CompanyContact: LeadInvestment : Investment In CRM, a contact is linked to an account. Investments are also linked to an account. I have created a custom object 'Investment' which is linked to Company, but cannot find any way to view the Investment r...

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  • Linking a custom object to company using externalCompanyId
    by peteaxtell name dot 03-26-2020 quickview

    When linking a lead to a company, externalCompanyId is used. This means when adding a contact from CRM (via the web API), I can specify the CRM accountid rather than having to find the marketo company id for the account first. I have created a custom object, but cannot link to company based on exter...

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    1772 1 2
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Date Registered ‎03-23-2020 07:35 AM
Date Last Visited ‎04-16-2020 04:37 AM
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