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What we did is remove the "Subject" field so the sales team couldn't see it. Marketo can see standard fields from Tasks but not most custom fields.Then we put a custom field (a picklist) that lets them choose "type" and we made a workflow in SFDC that took custom type and connected it to subject. Ma...
Good point, that will only work with an existing template. What I recommend to my users is not to create a new email, they should clone an existing one.
You can also make it a token which will make it a lot easier to remember to fill in!
Julia Brocato is this something you used to do at a previous role?
It looks like other systems are solving the issue of fake clicks, specifically ones that come occur because SPAM filters click every link to make sure none are malicious.There is already an idea asking for this functionality: https://nation.marketo.com/ideas/7095#comment-35229There are a few discuss...
Liliana Cheng - we never launch the 1:many accounts functionality for contacts, mostly because we had issues on Lightning and haven't fully finished rolling it out. It's been rolled out to 95% of the organization, but until we reach 100%, we aren't starting the 1:many functionality.
If you're using Salesforce and this field is connected, it might be coming from there. There's a setting in SFDC where you can say 'if new values come in, update this drop down list'. I hate that option! I recommend that you restrict the list just to the values that you've put into the field itself,...