Heather_Van_Sch

Level 2

Joined the community 30-03-2016

Level 2

Kirkland

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Re: Re-syncing a deleted SFDC field to an existing Marketo field

by Heather_Van_Sch 11-30-2018

Hi Floyd--with our SFDC subscription we're limited to 100 custom fields in Lead and Contact objects, so we're now having to be very thoughtful on what fields are syncing between Marketo/SFDC, and what we just keep in Marketo.

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3408 0 2
Re: Re-syncing a deleted SFDC field to an existing Marketo field

by Heather_Van_Sch 11-30-2018

Thanks Denise for this--helpful. Re: bullet #3, the thought of keeping a Lead field but delete it's Contact counterpart is to make it easier to reinstate the Contact field if it's ever needed--if indeed that is the case. I agree it would be confusing and not ideal.

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3408 0 0
Re-syncing a deleted SFDC field to an existing Marketo field

by Heather_Van_Sch 11-29-2018

We need to reduce the number of custom Lead and Contact fields we have in SFDC and are considering deleting some fields in SFDC that do not need to be visible to our sales team, but keep them in Marketo (and continue to use them). Questions:What are the downsides to this approach (removing Lead/Cont...

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3583 1 6
Re: Skipping Content in Engagement Programs

by Heather_Van_Sch 10-24-2017

Hi Edward Unthank, For your Nurture Casts, how are you using the progression statuses - i.e., for reporting; directing leads; other? Thanks, Heather

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4129 0 1
Digital Marketing Specialist - Kirkland, WA

by Heather_Van_Sch 05-08-2017

If you’re skilled in Marketo and have a strong desire to make a large impact within a fast-paced, high-growth environment working part-time, we want to hear from you! We’re looking for a marketing automation expert to help build and manage marketing programs that reach highly-segmented, business-to-...

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Analytics or Big Data Guru Contractor Temp Worker Email Marketing Lead Gen Expert Marketing Operations Marketo Expert Search Marketing
Re: How are Sales Insight lead feeds assigned in SF.com?

by Heather_Van_Sch 03-17-2017

Thanks for clarifying/verifying.

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1343 0 0
How are Sales Insight lead feeds assigned in SF.com?

by Heather_Van_Sch 03-17-2017

What is the default for assigning lead feeds to SF.com users? Is there an option to modify the default?

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1485 0 2

Marketing: Managing Your Team Marketing: Marketing Operations (MOPS) & Data