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Thanks for the reply Nick!I have a non-marketo user who is receiving the subscription. So they're unable to log in and see the real-time data. This is good info for me to know. Thanks again!
For example, I subscribed to a smart list report to send to me every Monday. If I wanted to click the Download Report button tomorrow, will it download the most current smart list or will it only be as of the day I received the email?
Hi Jeff,Thank you for sharing that. That makes sense to me
So I went to see if there's a flow to set up to clear out the SFDC Type (person) and there doesn't seem to be a way to do it! It doesn't look like it's a field we can update ourselves. Must be a system generated one. Please let me know if I'm wrong about this..
Hi Gerard, the leads were deleted from Salesforce. Going to the SFDC Lead record and then deleting it. So we didn't use a smart campaign program in which we can pull the members. But I'm sure that would have been a way to update the SFDC lead type!!Thanks again for your great input!
Hi Kevin, thanks for the idea! I will give it a try and see if it does what I need it to do.
Gerard, thanks for the help! When the lead originally was synced to SFDC, it was assigned a lead owner. When it got removed from SFDC, the lead owner did not change. So we can't target by owner.Running a batch to null them would be a good idea. I just have to figure out a way to still isolate those ...
I had the same thought, Gerard!So apparently, when a Marketo lead gets synced to SFDC, but then we later determine it should just be a Marketo-only lead and remove it from SFDC, the SFDC type in Marketo is still SFDC Type = Lead. And so in these instances, we wouldn't want to include these people. ...
When I run my campaigns, I only want SFDC synced leads to be added to a SFDC Campaign if they open, click, fill out form. If they are Marketo-only leads, I only want them synced to the campaign if they fill out a form.I tried using the SFDC Type (person) is NOT EMPTY as criteria to achieve this, but...
I'm interested.