LucasDF

LucasDF

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Date Last Visited
‎02-10-2021 06:11 AM
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Joined the community 21-08-2020
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  • solved badge Re: Best Practices Salesforce / Marketo Sync

    Mmm that's very interesting, I think I'll let them create them as "contact" then, the only problem is : If they register someone we already have in database it won't tell them that its a duplicate contact as one will be a "contact" and the one we already have is currently a "lead". Concerning you fi...

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  • solved badge Re: Best Practices Salesforce / Marketo Sync

    Hi Brooke,I'm my own Salesforce admin so I'll check about that, but I think its already set as Read/Write : when I modify a "Leads" in Salesforce it also modifies it in Marketo, but If they are register as contact they are not created in Marketo. So my question was about how should we treat these pe...

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    6043 1 2
  • solved badge Best Practices Salesforce / Marketo Sync

    Hi everyone, I'd like to hear about your best practices concerning contact database Sync between Marketo and Salesforce,I already know how to send Marketo contact to Salesforce, when I edit them with one of the two platforms it modifies it on the other platform, every is well synced... BUTI've given...

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    6078 1 5
  • solved badge Re: Importing contacts from Marketo to Salesforce

    Thanks both of you for your answers, I figured out how to solve the problem, As Michael said Salesforce won't allow a lead to be created without a company value and I realized that Marketo had an option to set a default value for those kinds of fields.So, when you're on the "admin" page, in the Sale...

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    2936 2 1
  • solved badge Importing contacts from Marketo to Salesforce

    Hi everyone, I've recently synced Marketo with Salesforce and now I'd like to send all the contacts I have in my Marketo database to Salesforce, I've tried to find informations on the Internet but it seems that most topics talk about importing contact FROM Salesforce TO Marketo and not the other way...

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    3004 0 4
  • solved badge Using a form to fill a PDF

    Hi,I'd like to know if any of you have already tried to fill a PDF form from a marketo form, let me explain. My company needs some informations from the customer to send a form (filled) to a subvention organisation. I'd like to make it simpler for the people in charge of filling those forms. Would i...

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  • Re: Mailing : How to use tokens according to locations and dates

    Thanks for your help ! I will try that as soon as I can,As I'm a quite recent user of Marketo, I'm not used to using token at the moment so if you have any resources about how to use this piece of code I'd be super interested EDIT : Is it correct according to you ? #set( $stateEvents = { "Auvergne...

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  • Re: Mailing : How to use tokens according to locations and dates

    We have around 100 departments, divided into 18 regions: I have the postal code of every one of my contact so when he lives in a particular region, I'd like him to receive the date of training of the cities in that region (maximum 2 cities per region generally)

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  • Mailing : How to use tokens according to locations and dates

    Hi everyone, First, I'll explain what I'm trying to achieve so you can share your best practice on how to do this efficiently.My company offers training services, some are individual so you can schedule whenever you want and others are group training with specific dates and locations, I'll be focusi...

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    2528 0 4
  • Re: Adding several value to a field

    I'll test it as soon as I can and I'll tell you if it works 🙂

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Public Statistics
Date Registered ‎08-21-2020 03:18 AM
Date Last Visited ‎02-10-2021 06:11 AM
Total Messages Posted 22
Likes Received 6
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