Interesting Moments Not Showing in SFDC Sales Insight

A document by KCS Integration on behalf of Cedric Roxas on Feb 14, 2018Last modified by Vishal Sharma on Jun 26, 2018
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Issue Description
Interesting Moments for a specific Marketo record are not showing up in SFDC Sales Insight for the record with the same email.

 

Issue Resolution

The most common cause for this is that the record in SFDC is not the same record as the one in Marketo.  This can happen if there are duplicate records in Salesforce with the same email address.

 

To check if the record in Salesforce matches the record in Marketo, compare the SFDC ID.  On the Marketo side, this can be found in a field on the Lead Database record. The SFDC ID for a record in Salesforce can be obtained from the URL. It is generally the the 15 alphanumerical characters near the end of the URL (e.g. 012300000012BYN) - here is an article in Salesforce for more information: https://help.salesforce.com/articleView?id=000004383&type=1

 

Who This Solution Applies To
Customers using Sales Insight with Salesforce


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