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Thanks Sanford for that great idea! How would I surround it by a delimiter? I'm guessing that would have to be programmed in SFDC since this is an SFDC custom field.
So here's the situation:Our Contact Type field can have many values in it. Some of those values arePrimary ContactABC Primary ContactXYZ Primary ContactIt is possible for a record to have 1 or more of these Contact TypesI need to send an email to anyone who has Contact Type that contains Primary Con...
Thanks for the quick help, Sanford!
So we had a system accidentally update a bunch of first name and last name records to NULL even though we had actual First and Last Names. I want to basically undo the update for both fields so that the NULLs are replaced with the previous value.Anyone have examples/steps of how to do this?Thanks!!D...
Hi Sanford,I'm not sure you are understanding my original question. But anyway, here is the explanation on the flow that I've confirmed with Marketo:Delete from CRM = False step definitely doesn't mean "do nothing". The intention of the section the first screenshot is that when someone meets the Cri...
I contacted Marketo Support again (chatted with someone else than earlier today) and he confirmed the below:"Yes, that is correct. Only leads who met the condition in first choice will be deleted. That means Marketo contacts synced with SFDC will be deleted. Or it will check default choice, which is...
I am not sure I follow... the logic is that if a Marketo record has an SFDC Type of Lead or Contact or User, it is synced to Salesforce. If it is empty, it is a Marketo-only record (not found in Salesforce).So the flow works in this way:If the person is in Salesforce, delete from Marketo but not Sa...
I was able to get some clarification from Marketo that only those Marketo records that have synced to SFDC will be deleted based on how I set up the flow step. In my Marketo instance, not all records are synced to SFDC. So I wanted to ensure that only those that ARE synced to SFDC will be deleted fr...
Thanks AnneMarie! I also wanted to just make sure the choice I set works as expected. I only want to delete from Marketo if the record exists in SFDC. Which, not all of my Marketo records are in SFDC. So that's why I put that choice in there.Thanks!
I want to set up a flow step to delete a person from Marketo, but keep them in SFDC. Can anyone confirm if the way I set it up is correct?Thanks!!