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Hi! It would be helpful to have an option to change the time zone in a heatmap grid for reports within RCE, especially for those that are viewing internationally. Thank you.
When we run a LinkedIn campaign to promote an event using a LinkedIn Lead Gen Form, we would would like the data from the LinkedIn Lead Gen Form to automatically populate a Marketo form thus creating the registration on Go To Webinar. At the moment we are re keying this information which is not ideal.
Enable RCE (Revenue Explorer) to run in your instance's local timezone instead of the default value of CST (Central Standard Time). This has been particularly prevalent when putting together email activity heat map grids. If you are outside of CST timezone or an international Marketo user, your data is skewed by the number of hours outside this timezone you are. The impact of this bug is that you are then required to export data and manually tweak in excel in order to change the timezone to your local time zone. This means that you can't schedule automatic reports via Marketo subscriptions unless you manually customise the data export. When the rest of Marketo localises your timezone, it is frustrating that this one area does not utilise this functionality!
When creating a custom field, the "Instructions" are there to aid a user filling out a custom form. It's additional information for those who don't entirely understand the purpose of the field. When the field is a calculated one, the mouseover of "Instructions" on both the back- and frontends show the "Calculation" content. Why would it (need to) do that? It's not only confusing for the frontend user but it also weakens the sincerity of "Instructions" offered on other fields. BACKENDFRONTEND
The set up of the MSD native sync differs from the SFDC one in a few important ways. One of them is that you first execute your initial sync with the standard objects only and after that sync is done, you can configure the custom entities you want to sync. One really annoying consequence of this sequence is that there is no "initial sync" for the association of your leads/contacts/accounts with these custom entities. Only if there is a change to the custom entity for a person or account is that link set correctly. As this starts you off on an incomplete representation of your CRM database, it would be great if this could be fixed soon.
S-Controls should move out from the managed package for Marketo Sales Insight Per Salesforce article, S-Controls have been a deprecated feature since 2010 and replaced by Visualforce. Although it is still supported by Salesforce Developer Support on apps crated prior Feb 2010 (i.e. Marketo Sales Insight), Marketo should have a plan on addressing this issue. It shouldn't let the deprecated features tagged into the managed package and causes confusion. https://help.salesforce.com/s/articleView?id=000333432&type=1
On document reports, if the document has a proof we need to be able to add a column that shows any reviewers and/or approvers. Ideally for the active proof stage. This will let you build reports to quickly identify who reviewers and approvers are on your active documents/proofs.You can add an approver column to proof approval report, but since you can't filter proof approvals by project/portfolio/task that doesn't help.
For multi-stage proof approvals we are seeing an issue in the work list where the assignee's proof approvals are not showing on the correct date for the stage that they were assigned. This issue is causing staff to not respond at the appropriate times for the project proof reviews.
Create option to include custom form details in email notifications. It would make the notifications more useful and reduce number of clicks for users to understand the request. This is particularly useful for request queues.
Description - I need to be able to download and schedule workspace report in excel with formatted data... Currency, Numbers, PercentWhy is this feature important to you - My reports go directly to Owners of the company, the csv downloads with no formatting are ugly and disturbing. The pdf report that I sent to myself should be many pages long and it was only one page, the first pageHow would you like the feature to work - Download excel reports in readable formatsCurrent Behaviour - downloads as csv with lousy format - no formatting.
Description -We need a delete function to delete ideas no longer neededWhy is this feature important to you -We need a delete function to delete ideas no longer neededHow would you like the feature to work -We need a delete function to delete ideas no longer neededCurrent Behaviour -We need a delete function to delete ideas no longer needed
We use ProofHQ externally, sending links to proofs out to our clients in order for them to review, provide feedback, and approve. Many of our clients are heavy users, working on multiple proofs as part of a variety of different projects all at once. We would benefit from a ProofHQ dashboard that provides them with a link to all of the different proofs they are working on, along with the history of those proofs. This would minimize the number of times our clients reach out to our Project Managers to verify what they need to work on, asking them to re-send links, etc. It would obviously be wonderful if there was some sort of simple functionality that existed for a free user; however, we would also be open to this being part of a license level.
I need to be able to move multiple reports into folder and be able to organize reports shared with me or from other sections into folders as well.
It would be great if approved segments had the check icon next to them in Workspace to mark them as approved.
When selecting a date, a calendar pops up for the end user to select a specific date as needed. It would be great to have a TODAY button so when you have a calendar pop up with a random project date, you can do straight to today and select the appropriate date.We have lots of projects with dates in the past, so end users have to scroll months or even years to get to today's date.
We share forms across our company and some teams need custom fields. Some of these fields are very involved with lots of options. It would be nice to be able to "duplicate" a form field as a new field. Or even better, "duplicate" and entire form and duplicate all fields as new fields. That would save us SO much time!
When you edit a cell of a report in a dashboard, if you go to another webpage without pressing somewhere blank on the screen, the new words you wrote will not save. There should be a save button on dashboardds.
Users should be able to report on various aspects related to Update comments on various Object Reports: Number of Update comments posted an Object (Project, Task, Document, etc)Ability to Group the Report by Comment Submitter
Allow new 'requesters,' that are auto provisioned in, to land in the Requests area [until their access/layout template is changed].**Had this ability in Classic and don't have it in WNE so I manually have to move all users from Classic to WNE to assign the right template for RequestersNeed the ability to tie a layout template to specific access level [though if you need more than one Requester layout template --- not sure if that solution will work]The Auto Provision attribute if applied, will override any adjustments that you do to the user after the are in the system the first time -- so it does not apply here.
Can the marketo nation page get a searchbar so people like me do not ask the same questions that was answered a while ago, but I do not know its there because there is no search bar?
Ability to have the weekly timesheet cut off at the end of the month, with a second timesheet available for the remainder of the week for the beginning of the month. We don't want to use a monthly timesheet, as we want to make sure people are recording time each week. However, we run into an issue when trying to bill time at the end of the month, because the timesheet week may still be open.
Description: There is no way to sort the legend by alphabetic order on Pie chart in Workspace project. Why is this feature important to you: It's easier for the report readers and report audience to read the data. How would you like the feature to work: Add the flexibility to sort the legend by numbers, %, and text in alphabetic order
Smart list subscriptions have a plethora of use-cases that could be extremely handy. However, in my experience being confined to the ~3am send daily, weekly etc. only, means that some don't want to use it. Wouldn't adding extra functionality to be able to change this time make it even more versatile? Or even use it as a flow step to send the report on the back of a trigger? Or, if there's X amount of leads added to it, then the smart list gets sent? All this could be practicable via APIs, but I'm sure equally possible with added Marketo features.
お世話になっております。 FANTAS technologyのEgawaと申します。 弊社では、セミナーを月に100回程度行っており、 各回開始10分前にSMSの配信を考えております。 SMSはアクリート様のツールを用いて、ウェブフックで配信をする流れです。 現在、リマインドメールと言えばフローアクションの「待機」で 日付トークンを用いて設定するケースが多いと存じますが、 こちらで設定できるのは、開始時間が定刻の場合のみだと認識しています。 (毎日10時開催など) 弊社の場合だと100回のセミナーが様々な時間に開催しており、 日付トークンによる日付の指定(待機の詳細設定)と、待機で任意の分数を指定する というオーソドックスなやり方では賄いきれていないのが現状です。 なので、できれば日時のトークンで指定ができるようになると、とても便利だと考えております。 ぜひご検討いただけますと幸いです。(既に実装できる機能がある場合は申し訳ないです。)
Sometime we end up by deleting that workflow/Campaign/Template which we are not suppose to delete. Restoring it from backup takes time and sometime need to raise request for the same . Can we have some feature like Recycle bin where we can restored deleted Items by one click.Also, Configuration to set the no of days to save data in recycle bin like setting purge data days using deployment wizard #campaign
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