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@SanfordWhiteman ! Thats a great point. I'll add that to our design review for the our development team. Many thanksMatt
Thanks @Sant_Singh_Rath That was exactly my thinking all for the same reasons. Much appreciate the confirmation. ThanksMatt
Hello Marketo hivemind. We are in the process of integrating our website's account creation with Marketo. Currently when a web account is created it is created in SAP commerce and we have a team manually creating leads in SFDC and Marketo has no visibility into who has an account. Business goal i...
Not sure of impact of removing access but we have done is remove every Marketo users ability to delete a record except for Admin. Just update to the business user roles to uncheck the "delete person" permission under the database permissions. That allows Admins to be able to delete records in Mar...
Unless the record is shared with Marketo already then this is the standard functionality. These records would need to be merged within SFDC when this happens. Unfortunately SFDC doesn't have a good automatic dedupe method OOTB, but there are a number of applications that solve for this (Validity, ...
Hi @TaliyahMc I'm afraid i never got an answer to this one. Might be worth posting as a new question.
This won't help you now but you could consider creating a program tag for "users" and pull reports that way in the future(assuming that your users are creating their own campaigns in all cases). I'm not sure I'm really a fan of that approach because people come and go from an organization but it wo...
Thanks @Michael_Florin Definitely will check this out!
Thanks @SanfordWhiteman great suggestion. Assuming this SPA doesn't have storage so no worries about PII right? Also in your app did you build in the ability to "fix" bad data (ie highlighted fields with drop/downs to fix?) or do you identify errors on the exported file?
Question for the hivemindWhat tools to do use to prep files (data transformation, standardization, etc) before loading a lead list into Marketo? I know a lot of people rely on Marketo smart campaigns to do data normalization but my concerns with that approach is that if there are spelling errors in...