Petyr_Campos

Petyr_Campos · ‎05-20-2019

Thanks for the info. just to confirm what I've read on this tread. You're both saying you cannot sync specific user fields like "role" or "profile" from the user object to Marketo, correct? Any there is no way for MKTO support to manually sync the field for us, correct?

Petyr_Campos · ‎03-07-2019

Vlada, the organization I work for is investigating using intentional duplicates for our leads. We would delineate and separate leads with the same email address via separate salesforce.com record types. Would you be available to discuss how your org implemented duplicate leads in your org? What were the issues you faced? How did you overcome those issue? What should be be watching out for? Thanks and I hope to hear from you soon. Regards, p

Petyr_Campos · ‎02-26-2019

Vlada, I have a few follow up questions for you, if you don't mind. My organization now needs to create 'intentional duplicates' because we now have numerous different companies using our one instance of SFDC which means company wants their own data, meaning duplicate data. 1. Was it a lengthy process having MKTO engineers create a custom duplication for you? I assume you used their professional services? 2. So in your model, you can have 10 leads with the same email address and as long as each record has a different custom code, MKTO doesn't treat the record as a dupe? 3. You state you use "email address + customder code", is the custom code the MKTO record id? 4. Is the logic applicable to contacts as well?

Petyr_Campos · ‎02-12-2018

I'm in the same boat. Our Sales Ops wants to run metrics on the lead score changes of contacts, but I can't find such reports in MKTO. In fact the reporting functionality in MKTO is rather lacking. A bit of a disappointment.

Petyr_Campos · ‎08-18-2017

Dan, thanks for your comments. I working with MKTO support on this now. Maybe it's related to trigger delay that took place on Aug. 15th. Marketo Status San Jose Delayed Trigger Processing for Multiple Pods For Pods SJ08, SJ14, SJ15, SJ20, SJ21, and SJO: We experienced a hardware failure in our hosting infrastructure that led to delay in trigger processing August 15, 5:28pm PDT. Our Infrastructure has now been fully restored and Trigger processing was fully operational by 5:00 am PDT. Aug 16, 17:24 PDT

Petyr_Campos · ‎08-18-2017

Just curious if anyone else is experiencing delays in leads coming into MKTO and MKTO taking hours for programs to fire to auto-fill fields and sync to SFDC. We found one lead that took four hours before the first program fired and then 12 hrs before the next rule fired. the rules should have fired as soon as the lead came into MKTO. It's not acceptable to wait 16 hrs for a lead to make it's way into SFDC after 16hrs.

Petyr_Campos · ‎03-09-2017

Hi Josh, we have have a number of tags attached to programs and synced to SFDC we're looking to consolidate. So for example... Channel Tag / Proposed Action Email / Rename to "Email Batch" Email 3rd Party / Merge into Email - Multi-touch, new "Email" Email - Multi-touch / Rename to "Email" Just not sure if I should go head and delete the old tags, what happens if I rename tags, how do it impact (if at all SFDC) campaign members, etc. I've never dealt with tags, so I'm on a learning curve here. thanks, p

Petyr_Campos · ‎03-08-2017

Dan, thanks for the info. I've move the question to products.

Petyr_Campos · ‎03-08-2017

What is the impact of merging and deleting tags associated to campaigns in both Marketo and SFDC? What are the down stream impacts I need to be aware of? thanks, p

Petyr_Campos · ‎02-17-2017

Gregoire, Thanks again for your response. I do have the view you included in your snapshot. I looked at my question again and I realized it wasn't clear. The buttons I'm referring to appear on the tab list views in SFDC. When you switch to SFDC lightning, they longer appear. I assume it's because these buttons are javascript based and SFDC Lighting does not support javascript buttons. It would be great to know when Marketo plans to address this issue so the functionality in SFDC Lightning is the same in Classic. thanks for your help.

Petyr_Campos · ‎02-07-2017

What is the definition for the MSI field named "Last Interesting Moment Source". I cannot find the definition anywhere in Market documentation.

Petyr_Campos · ‎02-06-2017

Hi Grégoire, thanks for the response. Looks like I have an older version of MSI 1.4359.1. I'll have to install the newer version. thanks p

Petyr_Campos · ‎01-31-2017

Marketo's "Send Marketo Email" button with the Marketo Sales Insight package is not supported by SFDC Lightning because they are javascript based. This means the buttons will not appear when using the Lighting UI in SFDC. Does anyone know of a work around until Marketo addresses this issue? I know our users can change their UI back to the SFDC classic UI and use the buttons, but that's not the ideal situation. Our users would prefer to say within one UI. thanks in advance. p

Petyr_Campos · ‎09-24-2016

thanks Josh

Petyr_Campos · ‎09-21-2016

Hi Jessica, thank you for your respond. Both LLC and scoring are new for us. We enable a preliminary model when we first launched Marketo two months back, but it wasn't set up or working correctly, so we've built a new LLC program which we are testing now (in PROD). My concern is that our data around LLC on contacts and leads is being corrupted by old and new LLC values together. This is why I would like to just rescore and retag all our lead and contact records with the latest LLC values. make sense?

Petyr_Campos · ‎09-20-2016

My org has recently implement a new revenue cycle model using the smart campaigns to track and update the different lead life cycles and lead scores between Marketo and SFDC. We did our testing in PROD. Now I want to updated all my records in Marketo and SFDC to reflect the new revenue cycle model. How do I do that?

Petyr_Campos · ‎09-08-2016

Thanks for your feedback Roxann, Same question to you. How do I mass update lead records by their id via API. This is a pretty big limitation with Marketo in my opinion. As I stated previously you can have the same email address twice in Marketo (lead and contact). However, you can only have one unique id. If I try to update a record that shares an email address with another record, both do not update. Marketo should only allow a single email address in their system to make it a unique identifier, or let me update records via the record id. Just my 2 cents here.

Petyr_Campos · ‎09-08-2016

Hi Sanford, thanks for the answer. So how do I update lead records in Marketo that do not have an email address via the API? Sorry for my ignorance, but I thought updating data via a list load was via API since I'm not updating records through the UI (e.g. update a single record via the edit button)

Petyr_Campos · ‎09-08-2016

so it doesn't sound like there is any way to mass update records in Marketo that might not have an email address

Petyr_Campos · ‎09-08-2016

Is it possible to update records in Marketo via their "ID" number? I can't seem to find the field when attempting a list upload. What if I need to update a number of records that don't have an email address. How do I update those records en mass? I'd much rather do all my updating via a Marketo id number than an email address. Especially since you have have both a lead and contact records in Marketo with the same email address.

Petyr_Campos · ‎09-08-2016

Hi Billy, I might be interesting in Ring Lead at some point to help clean our data, but I have too much on my plate right now to re familiarize myself with Ring Lead. I would also not be the decider or buyer but more like an influncer.

Petyr_Campos · ‎09-08-2016

Thanks Grégoire for your answer, it helped a lot

Petyr_Campos · ‎09-08-2016

thanks for the feedback Josh

Petyr_Campos · ‎08-30-2016

Does Marketo have the ability to update the account a contact is associated to in SFDC? Use Case. SFDC Contact Joe Doe exist in SFDC as a contact and a lead in Marketo under the company name Bank of America Joe Doe completes a web form and updates his company name to Wells Fargo. The company name to the lead record in Marketo is updated to Well Fargo. QUESTION What happens to the contact in SFDC associated to the lead in Marketo? Does Marketo update the account name of the contact to Wells Fargo? What happens if there is more than one Well Fargo in my SFDC, how would Marketo know which Wells Fargo account to associate to the contact? What happens if the account doesn't exist in SFDC? Would I now have a lead record in Marketo that has a different company name from the company name associated to the contact in SFDC?

Petyr_Campos · ‎06-21-2016

I'm a Marketo newbie so apologize in advance for the what may appear to be a simple question. How do i view custom objects I've integrated into Marketo? I see the custom objects are synced but I want to see the fields and data of those custom objects on the lead record. How do I do that? I have found no documentation on that subject.

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Date Registered	‎05-02-2016 04:08 PM
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