Level 3
Joined the community 14-07-2020
Level 3
Toronto
Marketing Automation & CRM experts
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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).
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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'redoing advanced stati...
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According to the Marketo Docs: Understand Program Membershipthere are 6 ways to have leads become program members: form fill list import "change program status" flow step synced w...
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Hi Mitch,There are several criteria that need to be met for fields to be mapped: Fields need to be of the same type The losing field must be removed from all assets The fields mus...
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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 ste...
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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 ...
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Great point! This simplifies the logic nicely. I updated the original post to reflect this (screenshot included). Thanks!
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Hi Yash,DISCLAIMER:These areNOTthe mostelegant solutions, but they should work.1)List Upload Create a program in Marketo to upload your exported list to Upload your CRM export int...
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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 technica...
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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 tr...
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