Salytics

It should be possible, yes. They are separate integrations so SFDC would be integrated with each and neither would have a direct native integration to the other (Marketo and SFMC).

Hi Ashlie! I don't think you have anything to worry about. A "Provisional Pass" means the system has recognized that you passed, but (paraphrasing here) they're doing advanced statistical analysis to make sure that your results are compliant.

According to the Marketo Docs: Understand Program Membership there are 6 ways to have leads become program members:form filllist import"change program status" flow stepsynced webinariPad/tablet check-insynced SFDC campaignYou'll have to use the "change program status" flow step or rely on the other ...

Hi Mitch,There are several criteria that need to be met for fields to be mapped:Fields need to be of the same typeThe losing field must be removed from all assetsThe fields must exist on the same Marketo objectFields can only have one of each object typeFields can be mapped to a maximum of 2 SFDC fi...

Hi Maria,Just wanted to double-check that you followed all of the steps here: Add an Existing Salesforce Field to the Marketo Sync If you've encountered any errors following the steps above, please do share. Any additional information you can provide will help us figure out why your fields aren't sy...

Hi Rachel,When Salesforce goes to update a record, it first "locks" that record (row in the database) to prevent other processes from modifying it before it's finished writing the update. You're getting this error when you attempt to update a record that Salesforce has already locked for another upd...

Great point! This simplifies the logic nicely. I updated the original post to reflect this (screenshot included). Thanks!

Hi Yash,DISCLAIMER: These are NOT the most elegant solutions, but they should work.1) List UploadCreate a program in Marketo to upload your exported list toUpload your CRM export into a Static List in the programCreate a Smart Campaign in the program with the Smart List filter "Lead was Created" wit...

As both you and Michael have mentioned, the best thing to do would be to establish some kind of process with your marketing users. However, if you really want to look at a technical solution, you could consider implementing Workspaces. You could host the templates in one Workspace that is only acces...

We've solved this issue by tackling things from the Salesforce side. It can be done using apex as follows: Trigger approach:Within the lead trigger/handler, isolate leads that are being updated to meet criteria (probably just lifecycle stage = MQL + current owner = Marketo Sync for your use case)....