Level 8 - Community Advisor
Joined the community 01-02-2016
Level 8 - Community Advisor
Holmdel, NJ
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Danielle_Wong
03-14-2019
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...
3476 0 2
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by
Danielle_Wong
03-14-2019
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...
8467 0 5
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by
Danielle_Wong
03-13-2019
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!
8454 0 0
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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!!
9081 0 17
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by
Danielle_Wong
02-19-2019
Thanks! That is the alternative I will work on putting into place.
1440 0 0
Discussions -
I know that Marketo calculates time zone based on a person's City, State, Country, or Zip Code. So I'm wondering if we can alter this to base it off of a custom field we use called Country/Nation instead of Country? I don't see anywhere to adjust this. Also curious if we can customize it to only bas...
1488 0 2
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by
Danielle_Wong
02-06-2019
Hoping to get some clarification on this. May have missed the opportunity to get this answered when I mistakenly posted in another space.
1746 0 0
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by
Danielle_Wong
02-05-2019
Sorry about that, I didn't realize it didn't post in Products.
1747 0 0
Discussions -
If I have form that is currently live and being used in Smart Campaign triggers in Workspace A, and want to move it to Workspace B so that another OU can take a look at the form and make any edits, will that affect any of my activated triggers that use the Form in Workspace A?Thanks
1789 0 3
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