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Hey Tony, that works! The only issue I now face is that I can't make the campaign filter generic enough. My use case is anytime a person is added to a Salesforce Campaign with type = Inbound, I want them to go into a certain smart campaign to run through some operational steps.In the trigger I can c...
I want to be able to trigger off of people being added to a Salesforce Campaign that has a type of "Event" or "Webinar". For practical reasons, triggering off of the name contains will not work. I made the Campaign Type field visible to my Marketo user but when I look at the trigger options, I can o...
I agree with the idea of an interesting moment, but I wonder if that will accumulate too much data you don't want over time or if the sales team won't want to see it. If they added activity log entries they could be the type that delete after 90 days so that you have the data long enough to find an ...
I just had the same thing happen to me, totally random. All required fields were present, no other issues. I just manually forced the sync and it worked. Weird.
Thank you for the quick response! I'll show my web team the link ASAP and hopefully we can use that and not the consultant's idea.As always, you are an awesome resource, thank you for your help!
We're leaving Wordpress and going to Adobe for website hosting. The web team and our consultants are adamant that Marketo forms do not meet our needs, purely from a look/feel standpoint. I've told them they can write code to make the fields look however they want, but they want to be able to create ...
If you uncheck that for someone can they edit and email that is already Operational?
I'm sure there's something that you could set up. I had a few companies from my tech stack pushing leads through with errors (misformatted information and stuff like that) so their leads didn't sync. I set up a batch campaign that looks for any leads created in the past week that aren't in SFDC so I...
It's not easy to recreate some of those Marketo reports. For example, the number of ins and outs in a period of time was too complex for me to set up and had to be completed by my consultants during implementation. Average duration can be done using date fields created in Marketo (but was easy for m...
Sure! I'm in the middle of my implementation and I have to say that DOMO (and their implementation partner Big Squid) are awesome. You have cards (reports) that live on pages/sub-pages (dashboards). It can connect to almost any database, spreadsheet, system and merge data from disparate systems. The...