ChristinaZuniga

Re: Building a team of superusers

by ChristinaZuniga 02-20-2018

Depending on your company's size, you could always create a marketing knowledgebase and allow people to contribute to it. They could include their logic for smart lists or links directly into Marketo for people to see and replicate. They would function as both role models within your company, addito...

Discussions

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Re: Using API instead of standard SFDC Opportunity Connection?

by ChristinaZuniga 02-13-2018

Yes, this is exactly what I thought they'd have to do (create the duplication mechanism) but wanted someone with experience to say that's what would have to happen. I did not know about the Opportunity API decativation, so that helps to know. Thank you for your help!

Discussions

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Using API instead of standard SFDC Opportunity Connection?

by ChristinaZuniga 02-12-2018

HALP! We currently use the out of the box connection to SFDC and using contact roles I'm able to get a full circle view of my leads -> customer lifecycle and an OK attribution model.SFDC Opportunities present some challenges to the company in general because of the way we sell and how we want to use...

Discussions

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Integrations
Re: Marketo Mondays - Episode One

by ChristinaZuniga 02-12-2018

I knew the right click feature existed so you can easily jump to different parts of a program or within a smart campaign, but I never took the time to use it before. You bring up a good point about how much time it will cumulatively save. Thanks!

Discussions

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Re: ADA Compliance for Forms

by ChristinaZuniga 02-06-2018

What kind of actions do you normally take to make forms ADA compliant Ryan Garcia? Just curious.

Ideas

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Re: SFDC Admin Privileges

by ChristinaZuniga 01-29-2018

I'm going through something similar in SFDC. When we were a tiny company, everyone wanted admin rights because they "needed rights to do XYZ" that only admins have. In such a small company, you have more control over training and everyone being in the same place makes it seem safer than it really is...

Discussions

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Re: Tradeshow lead list without email - ideas for enhancing/appending?

by ChristinaZuniga 01-24-2018

I often get lists like these from the event coordinators, where they share the general names of all attendees but not how to contact them. I have either an entry level person or an intern do a VLOOKUP in excel based on name and company name to try to identify if they're already in the system. I find...

Discussions

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Re: Custom Lead Source: SFDC LS Madness

by ChristinaZuniga 01-24-2018

Hi Veronica Holmes - yes, that's what I was thinking. But have you built this yourself before and if so, what issues did you run into or things you wish you'd known before you started on the project?

Discussions

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Custom Lead Source: SFDC LS Madness

by ChristinaZuniga 01-23-2018

Does anyone else use a custom Lead Source field in Marketo, rather than the out of the box Lead Source field that connects to Salesforce?I'm frustrated by the lack of functionality on SFDC's side - once a lead converts to a contact things aren't as easy to use. For example, I had a bunch of leads fr...

Discussions

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Integrations Lead Management Marketing: Marketing Operations (MOPS) & Data
Re: On24 integration - seeing webinar registrations on Marketo

by ChristinaZuniga 01-22-2018

Hi Nicola,I second the info that Kristin said and ON24 is pretty easy to set up in the system. My integration guide is from 2016 when I implemented, but for a more up to date guide I'd reach out to your CSM with ON24 and they should be able to provide you with one. There are a lot of potential benef...

Discussions

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