tina
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2 weeks ago
We are having access issues for marketo features in salesforce. Some of our SFDC users can see the summary Marketo Sales Insights within a Contact page, but when they click on the "Go to list" option, they see the second image saying that they have insufficient privileges. Within the Setup, admin has made sure that their profiles are added to the Security option for all mkto_si visualforce pages (third image), but still they cannot view the insights area. Thank you for your help!
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05-22-2020
12:58 PM
Hi! Is it possible to remove "filter by Owner" from Marketo Sales Insight in SFDC? Our Sales Director needs to be able to see all accounts/leads/contacts in this view, not only the ones assigned to them. Thank you for your help!
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- Tags:
- sales insight
- sfdc
05-22-2020
12:41 PM
Thank you! This looks brilliant. @SanfordWhiteman I'm attempting to set it up now. Do you know if it would be possible to have a separate tab in the sheet for each program?
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05-22-2020
11:16 AM
Hi @Devraj_Grewal . How did you implement this on the account pages? The fields we need are not listed under Accounts, they are just fields under Contacts and Leads. Do you know how we would get those fields to wrap up to the Account as well? Thank you!
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05-22-2020
10:29 AM
Here's an example of what we see in our calendars. Calendly organizes the entire thing between the Scheduler and the Organizer (our employee). Then as others accept the requests sent by the Scheduler (which I understand we cannot track that interaction), we then see the new Invitees, with their email, as attending on our calendar event. Would it be possible to pass the emails from this event (as shown in the screenshot) to Marketo for every event on a certain google account/calendar.
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05-21-2020
01:31 PM
Is there a way to write information that comes in for a program via a form to a google sheet? I want to track traffic sources on a per program basis. I have the UTM parameters set up as described on other postings in this forum (first touch, multi touch, last touch). But I need a copy of the information for specific programs (so that the source information won't be changed or appended to the point of being illegible).
The process: We have a webinar registration global form. It is embedded on specific pages, for example a landing page for Webinar X. We use UTM parameters to track traffic sources, for example linkedin (source) ad (medium). If Person Doe (who is already a lead in Marketo/SFDC) registers for Webinar X, this information along with the UTM parameters gathered as hidden fields on the form, is immediately written to a google sheet. Then when Person Smith registers, their information is added to the row below Doe's on the same sheet.
Thoughts? Thank you!
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05-21-2020
12:30 PM
If we were to have a google account that is on every single demo, so in theory this account would "see" the emails of who will be attending, could that account that we have access to then send the emails to marketo?
Second part of the question: is there marketo integration with gotomeeting?
For our demos, some attendees log in via gotomeeting (without ever accepting a calendar invite). Others accept the calendar invite and then gather for the demo in a conference room (...back in the day) so the gatherers don't individually log in to gotomeeting.
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05-20-2020
12:52 PM
Thank you @SanfordWhiteman! Although we use ethical email practices (e.g., we don't buy lists), our IT was hesitant to set up the brand domain. They are worried about being marked as spam and that affecting our domain, even if we use a subdomain (that if the subdomain gets flagged so could the main domain).
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05-20-2020
11:47 AM
Hi! We sent out our first few marketo emails. Previously we were using mailchimp. For both platforms, we have the sent via [platform] and have not utilized DNS setup to have the emails come from our domain. We did not have any reports of subscribers unable to open links in our mailchimp emails, but have had a report regarding our marketo email.
The person who was unable to click the links in our marketo email:
- is able to click the links in our previous mailchimp emails
- is able to open the links when I send them without the marketo tracking link
- the error:
Thoughts on how to fix this? Or workarounds? Perhaps making a plaintext version more easily accessible? I don't want to remove the marketo tracking, but I also (obviously) want everyone to be able to access our email links. Please let me know if I can provide other information that would be helpful. Thank you!
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05-12-2020
09:54 AM
Hi, Yes I understand that Marketo has no idea that hat that communication happened, which is why I mentioned a tool like Zapier. I am continuing to look into a solution and will post here if/when I find one. Or hopefully someone who has successfully found a way will respond.
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05-08-2020
01:38 PM
Hi! One of our main interactions with our audience is in booking demos. These demos are booked through Calendly, which generates a Google Calendar invite. The person booking often forwards this invite to a team of people who accept the invitation and add the event to their calendars. The main person, the person who booked the demo, is added to our system automatically. Is there a way to capture these other people in marketo? Is this something integrating with Zapier could help with? As an example, PersonA (PA) books a demo via calendly. PA is added to SFDC via calendly and synced with marketo. Calendly sends PA a google calendar invite. PA accepts and then forwards that invite to PB, PC, and PD who click "yes" they will attend and the invite is added to their calendars. Is there a way to get the emails of PB, PC, and PD? Thank you for your help!
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Public Statistics
| Name | |
| Date Registered | 04-30-2020 09:53 AM |
| Date Last Visited | a week ago |
| Total Messages Posted | 11 |
| Total Tags | 15 |
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