Oz_Platero

@Kana_Ng ,   Unfortunately this is not possible at the moment. Marketo only supports 1:1 and once connected it cannot be reconnected to another Native CRM. Scroll down a little bit to #3.  You will see Marketo does not support this type of request.   https://experienceleague.adobe.com/docs/marketo/using/product-docs/crm-sync/salesforce-sync/setup/enterprise-unlimited-edition/step-3-of-3-connect-marketo-and-salesforce-enterprise-unlimited.html#set-sync-user-credentials   ... View more

Hello @mphilippon , This happened to me last week and I lost all changes. I tried approving, unapproving, reapproving, and nothing seemed to fix it. If you have used Marketo Emails long enough you will occasionally run into this. Sometimes you can get lucky and hit the UNDO button a few times and then save. Work arounds * You can make a support ticket * Approve. Clone email.  Go back to Original and download HTML and replace the clone's HTML with the older HTML version. Thanks, oz ... View more

Hello @Daryl_Anderman    1. Once we create a new Partition, will our code have to specify a partitionName, or will it interact with the Default Partition if it's not specified?  Lets look at some example.  Here we will look at API calls; you will want to specify the workspace/partition where you can. Example API usage; notice in optional parameters you specify  partitionName. https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Leads/syncLeadUsingPOST Munchkin example notice in the screenshot there is a box for that info: Adding Munchkin to your site. NOTICE (workspace/partition) dropdown    2. Once we create a new Workspace, will our code have to specify a workspaceName, or will it interact with the Default Workspace if that's not specified? Yes.  You will want to be specific, but if left out it will interact with default. ... View more

Hell @amiller35 , You can use the transition rules in the Engagement program to pull in people from one stream to another. Or Use smart campaigns. Described here, but essentially you use a smart campaign, configure the smart list, and in the flow steps you pick the stream.   https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/smart-campaigns/program-flow-actions/change-engagement-program-stream.html?lang=en ... View more

Hello @Dylan_Yip-Chuck , You have a lot of questions to tackle here. I'll start by tackling the main concern: Can someone please clarify this contradiction?  This flow step will only create a Duplicate when: You use a SFDC contact and pick from the Users (table) a "queue". Using the Auto-assign Rules default will not create a dupe.    Flow step "Sync Person to SFDC" and when its necessary to use, vs. allowing the regular Marketo<>SFDC sync to sync data between the two systems First you have to understand how the sync works before tackling the best practices. There are two general ways records are kept in sync. Using flowsteps such as this one Or via operations that leverage Bi-directional sync e.g.  This type of connection:  Marketo Program <-> SFDC Campaign  Overall all you need something to start the sync off.  It can be either of the two process.   Marketo<>SFDC sync occurs (which usually happens every 5-10min  It is more accurate to describe the sync as pausing for 5 mins (taking a break).   How frequently it actually pushes data up or down depends on other variables like Backlogs. Explained in more detail here:  https://experienceleague.adobe.com/docs/marketo/using/product-docs/crm-sync/salesforce-sync/understanding-the-salesforce-sync.html?lang=en   a change happens to occur over in SFDC at the same time, then SFDC data takes precedence on the Contact object ( article ). The Timestamp is when the Data Value changed occurred, not necessarily when you push/pull. Timestamping would be better suited for things like when a record: Reached milestone A,b,c, or gave Opt-in consent, etc. ... View more

Hello @brianmcgann , Certain Marketo sending mechanisms have a wait window like you mentioned; such as Email programs.   Create a batch campaign then go to the schedule tab, click "Run Once", and select "Run now" to do a send at that time vs waiting for the delay.    *There are other considerations to be aware of:  batch vs email program, vs something else. But this should address the question around sending now vs waiting for a delay.   Thank you, Oz ... View more

Hello @Jarron , You mentioned triggers in your post, but show pictures of filters in your post.   If  you want to trigger off it maybe use something like Trigger: Fills out form X (or whatever you need like form name contains, etc) Filter: Email Subscription opt-in = True   Side note: A net new record that fills out a form and gets created as a result of filling out the form and selects True for that field or any form fields you have will not register a Data Value change (since there was not a value in that field before because the record is brand new). Thanks, oz ... View more

(without getting too much into secret sauce) Some pages are hosted on different servers. Example: look at a Marketo email URL.  Then go "Preview" the email and look at the URL closely. .marketo.com vs .marketodesigner.com ... View more