Lynn_Ray_Pardo

Hi Josh,   Spam cop is blocking webinar confirmation emails to people to fill out our registration forms.   We do not buy lists - all of our people have opted into receiving webinar invites or confirms.  Any suggestions? Lynn ... View more

Thank you, Adele! This is just the fearless message I needed to hear right now!    Lynn ... View more

Thank you for sharing this experience. I imagine by now that you've already switched to another solution. I'm in the unenviable position of having to defend MKTO over HubSpot.  ... View more

Hi Amit, Thank you for your very interesting idea. We, too, have SFDC Contacts that we'd like to turn back into Leads. I have a Question - Re your - step 3: "3. Wait until the deleted information sync back in Marketo. i.e. all the deleted contacts will not have "Deleted from SFDC" Marketo flag as "True".   Why would the deleted Contacts not show as Marketo flag "True"? Is that because those records have Lead dupes? Lynn  ... View more

Yessssss!!!! ... View more

the problem I see is that Marketo doesn't have a choice filter that recognizes lead queue ownership - so you can't reassign a lead with a choice step, e.g., if lead is owned by sales owner first name "is empty", i.e., owned by a lead queue - you can't change its ownership to a person ... View more

Ha, Ha, ha, ha, ha, ! I just followed my own advice and didn't realize it was mine! ... View more

hello Mark, the link that you provided is broken. Is there another link for this?  Thanks, Lynn ... View more

Hi Timothy, As a long time MKTO customer, having to purchase a separate product/service from MSI, one that is already bundled into our plan is infuriating.  Nickel and dime'ing us to death is what it feels like on our end. ... View more

Hello Greg, We have 3000+ duplicates created by SFDC syncing to MKTO. We would like to preserve the MKTO history of those dupes. Do you know of any service that will mass merge SFDC dupes with MKTO? I've read through your Sync Mysteries 1 and 2 and don't quite understand how the rule works but am hoping that MKTO Support will be helpful in this regard. Thank you, in advance for any light you may be able to share. Lynn ... View more

Hi Devraj, "If you were merging a Marketo person with no SFDC type, then you can merge it with a SFDC lead or SFDC contact no problem.". I'm receiving merge errors in this scenario. Any advice? Thanks, Lynn ... View more

Thank you, Sabrina! Breaking this out into a series of steps is hugely useful!! Lynn ... View more

Hi Josh, Thanks for adding your warning about backing up data and being prepared to lose SFDC data! It caused me to search further and find this important instruction from Michael Langellotti's about exactly how to prepare for this. At the risk of plagiarizing, I couldn't say it any better than Michael! **VERY Important BEFORE creating new SFDC fields to sync with existing MKTO fields: This comment from: Michael Langellotti Oct 11, 2016 2:03 PM (in response to f76223ef9dd6d6ff05baf7e168456b8cb6991853)Adding Marketo Fields to Salesforce "Yes, you create the fields in SFDC and then you create a ticket with Support to have them manually map the custom fields together for you. **VERY IMPORTANT: whenever you do this, you need to block field updates from SFDC sync in the admin section in field management. Why? Since SFDC is always considered the source of truth, and since the new SFDC fields contain all NULL values, it will start Nulling out your Marketo data. To prevent this from happening, you need to upload all the field data to SFDC first, and then you can re-enable the SFDC sync. So steps below 1. Block Salesforce sync from Marketo fields 2. Create ticket asking Tech support to map fields 3. Upload data into SFDC fields from Marketo 4. Re-enable Salesforce sync Goodluck! -Mike" ... View more

Hurray! Boy did this come in handy when I had to write SC flows to update a string field/multi-picklist field based off of boolean fields that only exist in MKTO. It took me a minute to see and understand that all I had to do was insert semi-colons between the values I wanted to use for updating a MKTO/Salesforce string/multi-picklist field using the Change Data Value flow. ... View more

I tried the changing my file to UT8, I tried changing the select file type, trimmed my cells, searched for commas, "..... what I didn't realize was that there was a wrapped cell in my header until I tried this: How to find delimiter of a csv file? Leading zeros In Excel, click Data > Get External Data > Import Text File… Browse to select your CSV file and click 'Get Data' Choose “Delimited” as the file type and click 'Next' Check the “Comma” box as the delimiter and click 'Next' Select all columns in the data preview and change their column data format to “Text” ... View more

oooohhhh, yes! ... View more

Ooohhh, yes, please! ... View more

Yes! a million times, yes!! ... View more

Hi Karan, My name is not Mike Burns....and I sure hope Sky starts working soon because it's so disappointing to start and action only to find that it's not functioning or not syncing to the classic version at all. Good luck with that, Lynn On Tue, Jan 15, 2019 at 2:32 AM Karan Hari <marketingnation@marketo.com> ... View more

The bulk actions for assets isn't working yet, yet, but I sure do look forward to the day! ... View more

Mass actions for program assets - delete smart lists - didn't work for me. I cloned a program that had very specific additional smart lists that we didn't need  - the option to mass delete these (unused) assets was greyed out. ... View more

Inspiring! Thank You! Great article, great pictures, great detail! ... View more

Thank you for putting this together, Meghana. It's a wonderful tool for onboarding my team members. And it's also good for me to read through it and refresh my own memory! The title is hilarious . Happy New Year! Lynn ... View more

Wow!!! Thank you for sharing, Floyd! This is amaze-balls! Hurray!! Happy dance!! Hope someone makes your day, like you've just made mine! Lynn ... View more

Hi Gregoire, First off, thank you for this and all of your SFDC sync to MKTO threads/work! (And for your continued generous work to help us all vote up improvements to MKTO. I have voted up on all of your recommendations and have learned so much in the process of reading the reasoning!) I'm very concerned with preventing 99% my small company's 100K+ MKTO DB person from syncing to our upcoming brand new SFDC CRM. (We are migrating just 1K Contacts and less than 100 Leads from Sugar CRM.) Would you please elaborate on how your 5th step works? 5. Create a validation rule on that field in SFDC that prevents lead creation in the lead creator is the Marketo user and the field is not checked I think I understand steps 1-4, but it's been a few years since I've been an SFDC admin. Are you saying that after steps 1-4 have been accomplished, we can create an SFDC field validation rule only for the dedicated SFDC "user record" (aka MKTO sync User) that will prevent any new SFDC records from being created unless that field is checked during a flow step in programs in MKTO? Thank you in advance for your help on this. And I apologize if it should be glaringly obvious, as I say, it's been a few years since I've worked in SFDC :^) Lynn ... View more

Thank you, Sensei Dan! ultra grateful ... View more

Thank you, Greg! Once again, you are a God Send! Lynn ... View more