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Hello @Kristina_Schro1 , Do you have any screenshots for more data? Example you may be able to tell if a particular field is an issue. If not you will need to narrow it down to possible fields. Where to start (tends to be a very common place to go look first).In SFDC classic.Access the following:Se...
Hello @Lopa1408 ,What does the data model for a clan to person look like?Example can a person be a member of 1 or more clans? Clan : Person
If you are open to suggestions for alternatives.You could put people into a Marketo custom object. Set up campaigns to modify stream membership based on custom object data.Caveat - you will need additional help maintaining custom object data i.e. API usageYou use list imports, but does not scale ver...
Hello @Kristin_Magyari Subject line see Sandy's response. For Body HTMLSuperscript™ TM symbol®
Hello Revati Bhavsar, We are unable to get the exact volume of data affectedSupport can help with getting this number, however it requires advanced knowledge of some tools to get so you may not get it unless you have Elite support.The strange thing is that validation is not applicable on any of the...
–if a lead was a member of A and received the email in past as part of the nurture AND is ALSO a member of new B, they will not receive email again.** Correct–But if they were NOT a member of A, they will get the email as part of B.** Maybe. The engagement program B will look to other places as wel...
Hello Ciaron Zanelli,When it comes to Nurture streams and building the email flow, can you set up for the emails to go out on specific days or within a time period, or will they always go out weekly? You pick the cadence. Could be 7 times per week, once per week, once per month, etc.Set Stream Cad...
Hello Diego Villamizar,Currently the sales team don't want their contacts to get updated via certain Marketo formsTo get more clarity here; is the requirement for just some Marketo forms and not all forms?You could explore creating helper fields to use on forms. Set up campaigns to copy data from ...
Hello Shelly Wilson,You may also want to explore creating a status of Excluded for the the nested programs. Then create a smart campaign per nested program to find the criteria you are looking for such as was sent email x,y,z, etc. Then in a flow steps add to the nested program with status = Exc...
Hello Nathan Hutchison,But when I update the record again after the sync cycle, the record does not push. Is there a limit to the frequency records can sync between Marketo and Salesforce? Lets assume you only have this person in both systems. Then the fastest frequency data will push is every 5 ...