Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
It was my understanding that the Marketo-SFDC integration required that the Sync User has the typical permissions for the Opportunity object, even if you do not intend to sync opportunities. To control the sync of Opportunities, you could employ a custom sync filter field on the records in that obje...
Are the SFDC Campaigns synced with Marketo Programs?Create an Executable smart campaign with CDV flow steps for the fields you want to update, and use the {{program.name}} token (assuming your Marketo programs share a naming convention with the SFDC campaigns).In the Marketo programs where the SFDC ...
Hi @Jay00031987 , Agreeing with @Michael_Florin . One callout: Since your Marketo instance already has a native integration in place with Salesforce, the Opportunity API is available as read-only (not write). When integrating the second CRM, you will likely have to create custom objects to replicate...
Good work, @neelambakre ! A couple of callouts: Beware of Channel bloat. It appears that you are tracking a significant interaction in this channel, so it makes sense to create a new channel for it, but avoid creating new channels per program or initiative. Try to keep the Channels and program membe...
Hi @neelambakre ,Darshil and Sanford make good points here. Rather than using "Change Program Success" as the flow step, you could consider Change Program Member Status . That way, you will see the progression of people through the program statuses as they interact with your program, rather than jus...
Yes! That is entirely possible. It is not possible to disconnect an existing Marketo instance and re-connect to a different SFDC instance. But your plan is fine.
Custom integration. Using Opportunity object, so that we can take advantage of $TriggerObject in velocity script, based on both Added to Opportunity and Opportunity is Updated triggers. But we are finding that updates to Opportunities via API are not reflected the same way as updates to Opportunitie...
@Jon_Chen , the free, unproctored renewal exam is NOT available for the Masters level, per the link provided: Certification Renewal: Adobe Marketo Engage. "As this new Adobe Certified Master launched less than two years ago, there is not yet an on-demand renewal exam available."
Thank you, @Darshil_Shah1 , and thanks for the callout that it will cost an extra API call.
Thank you, @SanfordWhiteman . I just posted a related question. I appreciate your help!