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In Salesforce Lightning, there is the standard object Opportunity Contact Role. Standard fields from this object appear in the Opportunity information in Marketo, but it would be great to be able to sync custom fields as well. Right now there is no way to do this in Marketo, and we're having to sync an entirely custom object to retrieve the relevant information.
It would be no nice and easy if we could get the activity QA URL from API instead of having to log-in to the UI to get it every time.
I would like to add a frequency or limit on the Experience.So the Experience will stop after x times if there is no interaction on the Experience. So you can offer a new Experience for this person.
It would be great if the Salesforce.com Campaign Name or ID could be included in the program performance report, or at the very least, in the program reports in the Revenue Explorer. Salesforce.com is our main record of truth, and often we have to reconcile campaign activity with program activity (we sync all of our programs over as SFDC Campaigns). Often, a program name gets changed, updated after the initial sync to Salesforce.com, and there is no way to do an easy match to find the existing Salesforce.com campaign.
Marketo should work on to add feature to compare two similar type of tokens in the smart campaigns as as of now if I have to do the cross token comparison I have to set up a webhook for this and calling the webhook increases the processing time as well as it adds a external dependency on webhook so now we have to work to make our webhook implementation optimised along with marketo implementation. Thanks 🙂
For more complex segments, I sometimes need to create multiple rows of the same dimension and search criteria. Even when using "contains any of" and pipe delimiters. It would be handy if the workflow for segment creation would allow easy duplication of a dimension. For example, right click, duplicate this criteria. It would be important to preserve all of the settings, much like when duplicating a panel in Workspace. Edit: I know it's possible to click CTRL + drag the dimension, but I've only learned that from a tip given by another user. I'd suggest facilitating this, again, much like as with panels in Workspace.
It would be great if the Program Level contained the Business Case functionality and/or the Optimizer functionality . Many of the Clients I work with will have a budget for their campaign or their program, and it would be valuable to roll up the project information to the program level and complete a business case for the overall campaign. Also, if the optimizer functionality was available at this level, then the user could enter their budget for the program and prioritize the projects underneath more effectively.
It would be great if there was an "undo Proof" function, so that if you accidentally click on generate proof you can quickly undo that function.
When a custom field (Parameter object) is made as a dropdown there could be several hundred possible values (Parameter Option object). Right now the only way to sort the dropdown values is through the UI (see image_001.png). It would be nice to add an API action to the Parameter object that would allow this same sorting to be called through the API like in the same matter approvals can be approved/rejected/callbacked (see image_002.png).
A lot of times we as analyst are asked to calculate an incremental value of a change to a user experience. I know Adobe has Target which is kind of this ideas bread and butter but I think it would be amazing if Workspace could support the following idea for programs that we don't run through Targeta comparison of Actual data to a projected forecast of data based on an inflection point.I'm thinking a comparison tool that would allow an analyst to selected- metric - event or calculated metric- the base period start date --- say Jan 1 for example sake- the start of the campaign or ux change -- say Feb 15 for example- campaign end date --- say March 15th for example or could also be set as 'on going', in which case the tool would use the end date of the panelupon execution the tool would create two segmentsone for Jan 1 to Feb 15 with actual data with a estimated 'forecast' (simply linear) spanning until March 15th&one for Jan 1 to March 15th with actual data& a line chart should display the values of the two segmentsof course the two lines would be the same from Jan 1 to Feb 15 but then would deviate based on the variance between Feb 16th and March 15th.the freeform table should have all the data day by day so the user can also download the csvthe icing on the cake would be to calculate an average daily 'variance' between the actual and the forecasted valueI'm not a statistician but I'm sure this can explode pretty easy if you start going down the road of different types of test and control periods or different forecast solutions. I was just looking for something simply that us non-statisticians could use to help make our day to day lives easier.
its impossible to plan all tasks in a project. why can't you submit requests tied to a project? in addition, you should be able to pull in task custom forms to send data as part of the work requests. otherwise a PM has to know of every task going on and make sure it gets in the project task tree. its impossible for a PM on large projects to know of all work going on but if people could issue requests and indicate it's part of the project, then all work would be captured and visible. Am I missing something?
Would love it if the global navigation bar and project summary/header area would stay put at the top when scrolling down the list of tasks. Sometimes I toggle between projects that are on the same timeline and I compare where I am with some of the same tasks, but I don't know which project is which because it scrolls away when I scroll down. I'm not sure if I put this under the right topic, but I figured Projects since that is where I notice I need that info the most. Thanks in advance for your consideration.
Can we have the ability to edit assignment reports inline? We've been trying to switch over to assignment reports from task reports throughout our system since the assignment reports are more flexible and show more data, but the loss of inline edit ability really hampers the uptake of the new assignment reports.
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