Salytics

Hi Nicholas,If you're using Salesforce, I would guess that's a big part of the error. For example, if you're trying to merge a Marketo lead that's tied to a Salesforce Lead/Contact record with another Marketo Lead who's also tied to a Salesforce Contact, the system will stop you.If you can provide s...

Hi Zoheb,There are a few things you can do here, although it may be easier to handle some of these in Salesforce. Lead Alertsthe simplest solution here is to use Sales Insight New MQLsI would recommend using process builder to trigger a post to Chatter when a lead hits the MQL stagSee screenshot bel...

Have you considered using the "Member of Engagement Program" filter with some additional constraints?I think this filter accomplishes what you're trying to do with your custom "Nurture Track" field. You could use this to to prevent adding people to an engagement program if they're already a member w...

Hi Kevin, I think you should be able to accomplish this using a Not Lead was Created filter plus a Filled out Form filter. The filters should use OR logic. The Not Lead was Created filter is constrained by Form Name = the same form as the trigger. But what if the lead was created by this form in th...

Hi Anil,I would recommend looking into implementing a Center of Excellence (CoE). You could create a workspace specifically for cloning programs. Additionally, you could update the user roles based on their workspace membership to prevent them from editing your master programs and templates.See the ...

Hi Tammy,You could try exporting all of your lead data for behavior, demographic, and person scores. Update Person Score in your spreadsheet so that it is equal to the sum of the behavior and demographic scores. Then import the sheet with the updated Person Scores. Unfortunately, this isn't the most...

So, we tested this and you can set up a default program to resend the same email. Using wait steps, you can have a 30 day gap in between each email send.However, there are several things to consider here. First and foremost, should you be resending the exact same email? If someone didn't open your e...

Hi Jon,Since your foreach variable is $session, could you try changing#if( $lead.recommendedSession.contains($allSessions.sessionKey))to#if( $lead.recommendedSession.contains($session.sessionKey))Hopefully it's as easy as that.

A Salesforce-based solution to this would be to add a formula field on the contact object that is set to true when the contact's account has an opportunity associated with it. The biggest downside with this approach is that Salesforce formula fields do not automatically sync changes to Marketo, so c...

Hi Jay,If you are concerned about the limit, Marketo support can expand it for you. For cleaning up the data, I would suggest using the REST API to backup your data and delete Custom Object Records as needed.- Dan