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Issue:   You or your sales reps are getting an error when editing your leads or contact records in Salesforce saying "The record you were editing was modified by Account Marketo during your edit session".   This error will usually occur in Salesforce when you are in the Edit page in while at the same time the Marketo sync is updating that same record by our periodic API sync. While this error occurs very rarely, and usually by performing mass updates from Marketo (usually by batch campaigns).   Resolution:   Here are some steps you can take from a Marketo perspective to resolve or significantly reduce the chances of this error occurring:        1. Change the process that you use to update records in Salesforce - You can successfully reduce this error by using Inline editing (by double clicking on the individual field on the record) as opposed to doing a mass update of multiple fields on 1 record (by using the Edit button).   Inline Editing - As the screenshot below shows, this done by double clicking on the individual field on your record then updating the field and then pressing the "Save" button or double pressing on the Enter key on your keyboard.   Mass Editing - this is done by first pressing the "Edit" button on the record's detail page, which will then take you the the Edit page where you can mass update multiple records then press the "Save" button.        2. Increase the Salesforce sync interval time - Another option to reduce the the possibility or receiving this error is to reduce the number of times that Marketo syncs with Salesforce. This option in effect increases the time between Marketo and salesforce syncs.  (The default is 5 minutes.)  The downside to this option is that updates made in Marketo will take a longer to sync to Salesforce and vice versa. If you want to proceed with this option, you will need to contact Marketo support to get your sync wait time increased.    
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When trying to sync updates to your salesforce.com instance from Marketo you see one of the following errors in the activity log : Failed: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY INSUFFICIENT_ACCESS_OR_READONLY INVALID_CROSS_REFERENCE_KEY This is an error sent to Marketo from Salesforce. There are a number of reasons why this error could occur. INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY means that the user who is trying to make the update does not have access to a related element that is required for the record to be updated and saved in SFDC. There are a number of specific examples of what might be the cause but these will vary from organisation to organization depending on the configuration of your salesforce.com. If you were to connect to sfdc as the Marketo user and try manually updating the same record that Marketo is trying to update then you will get the same error in the salesforce.com UI. Here are a list of some elements that you should check in SFDC if you see this error: Do you use record types? If so make sure that the the Marketo user has access to all required record types and that the Record Type Id in Marketo is correct for the Lead or Contact. Sometimes, when a Lead is converted to a Contact in SFDC, the Record Type ID fails to update in Marketo, causing the sync to fail. This is one of the most common causes for these errors. Are there any look-up or master detail fields on the object in question? If these types of fields are being updated then make sure that the Marketo user has access this object/ these records. Do you use Apex? If so you may have trigger that fire on the the update of a record, you will need to make sure that the Marketo user has profile access to the relevant Apex classes. If you have any workflow rules or assignment rules that send an email when the record is saved then you will need to make sure that the Marketo user has the send email permission and has access to the email folder that contains the mails that are sent rules are triggered. Make sure "Convert Leads" is turned-on within SFDC.  If it is not, you will get this error message when trying to merge leads that exist within Marketo and SFDC.  
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    Marketo offers a number of ways to contact Marketo Support directly for assistance from our different support regions.   Support Portal (https://support.marketo.com)   The Marketo Support Portal features a web form submission to submit support cases to Marketo Support.  The form gives authorized support contacts the ability to provide details on the support issue that allows Marketo Support to efficiently and effectively assign your case to the best suited available support engineer.     Email to Case Submission   Authorized Support Contacts can email their cases to: support@marketo.com   Reminder: Cases submitted by email are all submitted with a P3 Priority   Regional Phone Contact Information   Marketo does feature the tried and true means of contact support, by the phone.  Authorized Support contacts can contact Marketo Support by calling one of the regional phone numbers listed below.   Region Contact Details Observed Holidays North America Hours: M-F, 6am to 6pm Pacific Toll Free US: +1.877.270.6586 Direct: +1.650.376.2303 New Year's Day Independence Day Thanksgiving Day and the Day After Christmas Day Europe, Middle East, Africa Hours: M-F, 8am to 5pm GMT Europe: +353 (0)1 242 3030 UK: 0800 151 3030   Languages Supported: English, French, German, Portuguese New Year's Day Easter Monday Christmas Day St. Stephen's Day Asia Pacific Hours: M-F, 9am to 6pm Aus EST ANZ: +61 2 9045 2701 New Year's Day ANZAC Day Australia Day Queen's Birthday Labour Day Christmas Day Easter Monday Boxing Day  
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  Overview Add Leads to Static Lists Use Custom Fields Overview Lead records have two primary components – lead attributes and activity logs. Lead attributes are the fields and field values within the lead record. For example, Job Title is a lead attribute. Lead Name is a lead attribute. Activity logs record the actions Marketo or the lead themselves have taken. For example, sending an email to a lead is an activity that would show in the activity log. If the lead opens the email or visits a tracked page, those activities would show in the activity log as well.   Activities in the activity log are only retained for 25 months, or 37 if you have purchased the premium data retention option. The main way to store activity data beyond the Data Retention Policy timeframe is to use the Bulk Extract API. There are two other ways you can keep a reference of these activities after the end of the Data Retention period, and they can be referenced within the Marketo UI. This article will show you how that can be done.     Add Leads to Static Lists Static lists will retain lead membership even if the activity of adding the lead to the list has been removed. This will let you have lists dedicated to specific criteria that would otherwise be removed after the data retention time period has been passed.   For example, Smart Campaign membership history is not retained after 25 months. If you are searching for members of a Smart Campaign, but a lead first became a member of the Smart Campaign more than 25 months ago, the search results would not include that lead.   An easy way to work around that is to add your leads to a static list as part of the flow of the campaign. When creating your Smart Campaign, create a new static list with the same corresponding name (makes it easier to identify later). When building the flow of your campaign, add the "Add to List" flow step so that all leads going through the campaign will be logged on the list.         Use Custom Fields Lead attributes and their field values are not affected by the Data Retention Policy. Use Smart Campaigns to populate custom fields with values based on activities your leads take. This will allow you to filter leads by these lead attributes that are not affected by the Data Retention Policy. A side benefit to this is that it is faster to search by lead attributes than by searching through lead activity logs.   Example: This approach can work for many different activities, but let’s use form fill outs as an example.   Let’s say you want to be able to identify leads who have been very active and have filled out more than 5 forms over their lifecycle. You could use the filter “Filled Out Form” with the “Min. Number of Times” constraint set to 5. However, if one of those forms filled out occurred more than 25 months ago, the filter would only be able to access 4 form fill activities in the activity log. Therefore, the lead would not pass the filter.   Instead of using the “Filled Out Form” filter, set up a Smart Campaign to write to custom fields that show you how many forms they’ve filled out, and when the first one was. Here’s how to do it:   1. Create two new custom fields in Marketo, one Score Field, and the second a Date Field.   2. Create a new Smart Campaign   3. Add the trigger “Fills Out Form” set to “is any” to the Campaign Smart List     4. Add these two Flow Steps to the Campaign Flow: Flow Step 1 : “Change Score” Score Field Name: your score field name Change: +1   Flow Step 2 : “Change Data Value” Add Choice to Flow Step Choice 1: If “your score field name”  “is empty” Attribute “your score field name” New Value: {{system.date}} Default Choice: Do Nothing       This campaign will listen for any time a lead fills out a form, add +1 to your score field, and if it’s the very first form they’ve ever filled out, it will log the date of when it was done. If the lead has ever filled out a form in the past, there will already be a date value in the date field, so the flow choice would just skip over it and do nothing.       Results You’ll See: With the original goal of identifying leads who have filled out more than 5 forms you’ll be able to filter for leads that have filled out at least 5 forms. In addition, this campaign will let you search for leads based on when they had filled out their very first form, regardless of how long ago it was. Since it’s stored in a lead field, it’s a lead attribute that is not affected by the Data Retention Policy at all.      
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!!EASTER EGG!! The ball with the Marketo logo in the upper-left corner of the screen is your Superball.  Here's a quick trick to make it bounce like it did when you first got into your Marketo instance: Hold down Ctrl (Command for Macs) + Shift, then hit the 's' key. Happy bouncing!    
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The fields and records that will sync from Salesforce are defined by the permissions of the Marketo sync user. Therefore, if you want to prevent specific records or fields from syncing with Marketo, change the permissions of the sync user so they do not have access to the records and fields you do want to sync. Alternatively, you can work with Marketo Support to set up a Custom Sync Filter that will prevent records from syncing based on the value in a specified field. Restricting Leads from Syncing to SFDC With Sync Filters 
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  Your Salesforce sync is not working because the password for your Salesforce sync user expired. You may see an error in Marketo saying: "describeSObject failed - The users password has expired, you must call SetPassword before attempting any other API operations." Similar to this:   To resolve this error, you will have to change both your password and security token in Salesforce and then update these credentials in Marketo under Admin -> Salesforce -> Edit Credentials -> update both your password and security token in the 2 boxes illustrated below then press the Save button:     To permanently fix this issue, you will need to change the password policies in Salesforce so that your password never expires in Salesforce. To do this, in Salesforce, go to Setup -> Administration Setup -> Security Controls -> Password Policies -> User passwords expire in -> Never expires -> Save for your " your_sync_user@domain.com " user in Salesforce:   Please note this is a Salesforce setting and you should consult your Salesforce Admin before implementing this change Whenever the Salesforce user password expires (it periodically expires for security reason), Marketo stops syncing with the Salesforce account. As a result, any of the leads created in Marketo during this down-time won't be synced to Salesforc e. Marketo will not automatically re-sync. Once you have reset your password and the API calls work once more, you can create a batch campaign that will sync the new leads that have been created in Marketo to Saleforce.    
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Once your Marketo instance is integrated with a CRM, either Salesforce or MS Dynamics, that integration cannot be switched.  You cannot switch from one CRM to another, and you also cannot switch from one instance of your CRM to another instance.  If you need to switch CRMs, or if you need to connect Marketo with a different instance of your CRM, you will need to contact your Customer Success Manager to have a new Marketo instance provisioned.
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Problem/Issue: You created a new custom field in Salesforce and see that Marketo synced to it successfully the first time. You later decide to change the name and/or type in Salesforce.  After making the change, you checked Marketo to confirm the change, but can no longer find the custom field; or, you find that the field name and type did not change.   Resolution: Once a new field name and type is picked up by Marketo during the first sync, Marketo keeps the original properties.  A manual change is required in Marketo in order to properly sync to the right field/type.         
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Distributing leads to sales reps is easy.  Marketo, however, only supports random distribution.  This gives a pretty good approximation of the round robin technique.   Prerequisites: Create A New Program Create A Child Campaign      1. Go to the Smart List tab of the campaign you created, find and drag in the Lead is Created trigger. Tip: Use the trigger that logically would come right before you want to assign the lead to a rep.        2. I've added the constraint "SFDC Type is empty" so that records that already exist in Salesforce do not get re-assigned.          3. Go to the Flow tab, find and drag in the Change Owner flow step.      4. If you have 3 lead owners click on the Add Choice button 2 times.  You always want the number of choices to equal the number of owners in the round robin minus one. This is because the last person goes in the Default slot.      5. Find and select Random Sample.      6. 100% divided by 3 sales reps is 33%, enter "33".      7. Find and select the first sales rep.      8. Repeat steps 4, 5 and 6 for every remaining choice. Be sure to fill out the default choice also.        9. Activate the campaign and it should now distribute leads randomly to your lead owners.
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Here's how you can use tokens and URL parameters to automatically assign leads to Salesforce campaigns after filling out a form.  These tokens work in all of the Salesforce campaign flow steps:   Add to Salesforce Campaign Change Status in Salesforce Campaign Remove from Salesforce campaign   Get the Salesforce campaign ID and status   You need two things to begin this process -- the name or ID of the Salesforce campaign you want to sync to and a valid status in that campaign.  You can get the ID for the campaign by opening that campaign in Salesforce and copying the last 15 characters from the URL.  Here's an example campaign URL; the ID is highlighted:   https://naX.salesforce.com/ 701F00230001Z9z   To get the valid statuses, click on "Advanced Setup" on the campaign's page     The status should be listed there:     Create new fields   First, you need to create two new fields -- "SFDC Campaign ID" and "SFDC Campaign Status" -- both of type "string".  You can create these on your lead and contact records in Salesforce, or contact Marketo support to add those custom fields in your Marketo account.   Create or edit the form   After you create those fields, the next step is to incorporate them into your forms.  Create a new form or edit an existing form, then drag those two fields into your form.  Make them both hidden fields and set them to populate from a URL.  If you're unfamiliar with them, this article on hidden fields has details on how they work. Making a Field Hidden on a Form When setting the values for those fields, use a real Salesforce campaign ID and status as the default value.  Here's how you might edit the settings for those fields:   SFDC Campaign ID: Default Value: [a real Salesforce campaign ID or name] Populate from: URL Parameter Parameter name: campaignID   SFDC Campaign Status: Default Value: [a real Salesforce campaign status for the campaign you chose] Populate from: URL Parameter Parameter name: status   And here's what your form might look like when done:   Now you have a form that automatically add leads to the default Salesforce campaign you selected and that you can override with URL parameters.   Create a Smart Campaign   Next, you need to create a campaign that will add these leads to the selected (or default) Salesforce campaign.  We'll trigger this campaign to launch whenever someone fills out your form: In the flow, first you need to sync the lead to Salesforce so that you can add it to a campaign.   Then you can add it to the Salesforce campaign using the values in the SFDC Campaign ID and SFDC Campaign Status fields.  To do this, use the tokens for those fields in your flow step:  {{Lead.SFDC Campaign ID}} for the campaign name and {{Lead.SFDC Campaign Status}} for the status.  If you type "{{" in the fields, the auto-suggest will help you enter that text correctly:     Your finished flow should look like this:     Finally, in the schedule tab set this campaign to run every time and activate it.     Launch your landing page   If you modified a form already in use, you can now go to that landing page, fill out the form, and watch as your lead gets synced to the Salesforce campaign you chose.  If this is a new form, create and approve a new landing page which uses that form.  After filling out the form, you should see the lead added to the default Salesforce campaign specified in your form:     Use URL parameters to override the default campaign and status.  For our forms, the campaign is set by the "campaignID" URL parameter and the status by the "status" URL parameter.  For example, this URL:   http://offers.marketo.com/offers.html? campaignID=701A00000009K3l&status=Responded will assign the lead to the Salesforce campaign "701A00000009K3l" (the Salesforce internal ID) with the status "Responded."  If either value has spaces or special characters, make sure that you URL encode them before adding them to your URL.   Using tokens in other Salesforce campaign flow steps   These tokens work in all of the Salesforce campaign flow steps -- Add, Remove, and Change Status in SFDC campaign.  Follow the same directions as above but substitute the appropriate flow step in place of the Add to SFDC Campaign step.   Diagnosing errors   If your leads are not syncing to your Salesforce campaigns, first go to the Activity Log for that lead and double click the line that has the failed flow step. The information that appears will help you figure out what the problem might be. The most common errors you'll encounter are: Spelling errors in your tokens -- use the autosuggest to help Using an SFDC campaign ID or name that doesn't exist -- check the spelling of the campaign or ID The lead doesn't exist in salesforce -- sync the lead to Salesforce before adding him/her to your campaign Using a status that doesn't exist for that campaign -- change the status to one that does exist for the campaign, or add a new status to the campaign in Salesforce
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Issue: You are about to go over your storage limit in Salesforce.You noticed that the majority of the data that is using your storage is Salesforce tasks that were created by Marketo.   Reason: The reason for the huge number of tasks in Salesforce created by Marketo is usually because you enabled the functionality to have Marketo create activities to Salesforce. You can check to see if this setting is on in Marketo by going to Admin > Salesforce > Edit Sync Options. You will see the following:     Solution:   1. The first step you can take to stop Marketo from creating the tasks in Salesforce will be to uncheck the checkboxes in the above screenshot for the items that you no longer want Marketo to sync to Salesforce.   2. Once this is done, you will need to investigate solutions from the Salesforce side to delete the tasks in Salesforce that Marketo previously created.     Caution: You should always talk with your Salesforce Admin or Salesforce Support prior to deleting anything in Salesforce or using any Salesforce functionality that you are unsure how to use. Two of the most popular ways to delete tasks in Salesforce are: Use the built-in Mass Delete functionality in Salesforce. You can access this in Salesforce under Setup -> Administration Setup -> Data Management -> Mass Delete Records. Note: This option only allows you to delete 250 tasks at a time in Salesforce Use the AppExchange Data Loader or Excel Connector tools. Contact your Salesforce Admin or Salesforce support on how to use these as Marketo does not support these tools. Note: This option allows you to delete up to 50,000 tasks at a time.
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Problem/Issue: When you view a lead’s activity history, you noticed a failed sync activity type with the following example: Reason/Cause: This message is very general and can be caused by a number of sync related errors. In order to get more information, you will need to double-click the error message and a separate pop-up window will appear. Search for the section labeled: “SFDC Error:” like the following example:     Fix/Solution: Depending what the error message is, Salesforce provides a website that lists all Core Data Types used in API calls.   You can access it by clicking here .
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If your lead page layout is incorrectly formatted because the Original Referrer field is too wide or long, follow these steps to correct it. You'll need administrator rights in your Salesforce account.   The following solution will not work in SFDC Professional Edition because it involves removing a Marketo field from the SFDC page layout. In short, you'll create a new custom field in SFDC, then use a formula field to shorten the Original Referrer field instead of the original standard Marketo field. Click on Setup Under App Setup, click on Leads, click on Fields Click on New to create a new custom field Under Data Type: select Formula and click on Next Enter Field label and name (perhaps call it "Original_Referrer_c") Under Formula Return Type, select Text and click on Next Click on Advance Formula Tab Enter the following bold text into the large text box: HYPERLINK(mkto71__Original_Referrer__c,LEFT( mkto71__Original_Referrer__c , 140))   Note: The above formula takes the first 140 characters of the original field (mkto2__Original_Referrer__c) and display it to the 'new" field you're creating. Then, it takes the COMPLETE value from the original field and turns it into a hyper link.
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Having sync troubles with SFDC?  Try this quick checklist to see if it solves your problems. How can I tell if there's a sync problem with Salesforce? Symptoms of a broken SFDC sync include: Your information hasn't sync'd in the last few hours (and this isn't your first sync) "Sync lead with Sales" isn't working Checked activity history items or SFDC Tasks aren't being sent to SFDC Before you go any further, go to the Salesforce section of the Admin page and look at the Last Synced time: If it's been more than an hour, try these steps. Enter your SFDC username, password, and token Log into Marketo and go to the Salesforce section of the Admin tab.  Look at the account that's syncing to Salesforce. Are the credentials blank?  If so, take a minute to set up your Salesforce sync. Setting up Salesforce.com Integration   Did you recently make large changes in your Salesforce database such as adding custom fields or changing many field values?  Large changes to your SFDC database may take longer than usual to sync into Marketo. Check if SFDC sync is enabled Is sync enabled?  If it's disabled , the button says "Enable Sync."  Click the button to enable sync. Otherwise, the button reads "Disable Sync."  You can leave the button alone if this is the case. Check your SFDC username, password, and token Did you change your SFDC password recently?  Or did you reset your SFDC security token?  If so, click the Edit Credentials button and enter the new information. Remember that if your password changes, your security token changes as well; you'll need to update both at the same time.   Is the SFDC account active? Go to the Users section of your Salesforce.com account.  Open the SFDC Setup section. Open the account you're using for sync (Administration -> Manage Users -> Users, then click "Edit" for the account used for sync).  Is the account active?  If not, enable the box and click "save", then wait a few minutes to see if sync resumes.   SFDC permissions Does the account have the correct permissions?  When you edited the user's record, the Profile is right above the Active flag. Open the profile for that account (Administration -> Manage Users -> Profiles) and edit the profile for the sync account.  Scroll down the page to the "Administrative Permissions" section. Check this article to see what object and administrative permissions are required for Marketo to access your SFDC account successfully: Required Profile Permissions in Salesforce for Marketo Sync Trusted IP addresses Does your company have any IP address restrictions on your SFDC account (blocked or trusted IPs)?  If you use Trusted IP addresses, Salesforce will send you an authorization email to confirm that Marketo is legitimately accessing Salesforce.  Follow those instructions and you'll be allowed to use the API with that account. Login Hours Do you have login hours set for the sync user's profile?  View the profile (as opposed to "edit" above) and scroll down to the Login Hours section. If you have login hours set, unset them by clicking "Edit", then click "clear all times" and finally click "Save". If none of these steps solves your Salesforce.com sync problems, call Marketo Support and we'll help you resolve the problem.
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Issue: You have Opportunities in Salesforce but they are not showing in Marketo.    Solution: 1) Check Opportunity permissions in Salesforce - Your first line of troubleshooting this issue is to ensure that the Salesforce profile being used by your Marketo sync user has the Create/ReadEdit/Delete access on the Opportunities object in Salesforce.     2) Check the "Contact Roles" Related List - Ensure that the "Contact Roles" Related List in Salesforce under the Opportunity's detail page is populated     3) Ensure that the Marketo sync user has visibility in Salesforce to see the Opportunity - Log in to Salesforce with the Marketo sync user and ensure that the missing Opportunity in Marketo is visible to this Marketo sync user. If the Marketo sync user can't see the Opportunity then the Opportunity will not sync to Marketo.   4) Check to see the time that the Opportunity was created in Salesforce - Often times you have all the correct Opportunities permissions in Salesforce but the Opportunities are still not showing in Marketo because the Opportunity was recently created and you have not allowed enough time for that Opportunity to sync to Marketo. In this scenario, the only thing you can to is wait. If your sync is busy processing other items, you usually need to wait for these pending items to sync before the newly created Opportunity will sync to Marketo.
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Required Profile Permissions for Marketo Synchronization API Enabled Manage Public Documents Manage Public Templates Edit HTML Templates Edit Events Edit Tasks Convert Leads Transfer Lead* Transfer Record* Enable Read/Create/Edit/Delete access on the following required Standard Object Permissions: Opportunities Contacts Leads Accounts Campaigns (if you choose to enable campaign sync) From the Profile Detail page, click Edit and complete the steps in this section. In the old profile layout the following should help: Enable the following Administrative Permissions: API Enabled Manage Public Documents Manage Public Templates Edit HTML Templates Transfer Record * Enable the following General User Permissions: Edit Events Edit Tasks Convert Leads Transfer Lead* Enable Read/Create/Edit/Delete access on the following required Standard Object Permissions: Opportunities Contacts Leads Accounts Campaigns (if you choose to enable campaign sync) Click Save to save your changes and return to the Profile Detail page. Enable Read access on any custom objects that you'd like to sync with Marketo. Marketo only supports syncing of custom objects associated with leads, contacts, and accounts. For merging leads, this profile needs Edit and delete access on the lead object and on all objects (standard and custom) that your Leads and Contacts use.   *Transfer Lead and Transfer Record are optional but may be required if you wish for Marketo to be able to change the owner of a record   You must add each field you want synced to Marketo to your page layout; all other fields will not be synced.  If you use other editions of Salesforce, Marketo will sync down all fields that the sync account has permission to access (whether or not they're in the page layout).    
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Marketo has the ability to see and pull data from Salesforce Formula fields, there is however a catch which will be explained in this article.   Everytime the Marketo Sync connects to Salesforce, it will scan records and look at the " SytemModStamp " (salesforce system field) for each one of them. It will compare this value with the stored value, which was pulled at the last scheduled sync. If the values match, Marketo will move on to the next record. If the values are different (new value later date than previous value) , then Marketo will do a compare and contrast of all fields on that record in both systems and update the information as needed.   When a normal non-formula field is updated and changed on a Lead/Contact record in SFDC, the SytemModStamp value is updated. This is how on next sync Marketo knows to do a compare/contrast check and pull updates. Formula fields do not behave the same way. A formula field is calculated based on data in fields called upon in the formula; this means that the formula field calculation itself will not update the SytemModStamp in Salesforce.   Chances are you already have existing records in SFDC and Marketo. If you were to create a formula field today in your instance of SFDC and have it sync down into Marketo, the data calculated for the formula field in SFDC will not come into Marketo right away. The reason for this is, the formula field has created data based on already existing data, this does not result in a SytemModStamp change.   Typically formula fields will be a calculation of data from fields which are somehow related to the lead/contact record. This means that moving forward, any change in the normal field, will result in a SytemModStamp change as well as a recalculation of the formula field. In this case, Marketo will see the updated SytemModStamp due to the normal field change. Marketo will do the compare/contrast excercise and find that the formula field also needs updating.   If you create a formula field in SFDC and would like to have all the historical data for the formula field to come into Marketo, you can force an update on the records in SFDC to update the SytemModStamp. This way, on next sync, Marketo will see the formula data and pull it in. Alternatively, you can simply allow for natural SytemModStamp updates in SFDC to occur which should result in a slow trickle of historical data from SFDC into Marketo for the newly created formula field.   You can only use data from a formula field in Marketo to segment data and filter. If you try to do a change data value, Marketo will accept the change, tries to sync it to Salesforce and fails to update there. Eventually the Salesforce calculated value will come back into Marketo.  
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When a Salesforce-specific flow step runs, sometimes extra steps are performed automatically. Here are the rules, so you know: These rules will apply when the lead is not currently in Salesforce.com as a contact or lead. Marketo Flow step Automatic Action Add to SFDC Campaign Sync Lead to SFDC Change Status in SFDC Campaign Sync Lead to SFDC Add to SFDC Campaign Change Owner Sync Lead to SFDC Convert Lead Sync Lead to SFDC Create Task Sync Lead to SFDC     You can filter out SFDC records in a Smart List using the SFDC Type Filter with the operator set to "is not empty".  All SFDC records have a value in this field.
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Issue Description: Salesforce refreshed your sandbox and it no longer syncs with Marketo Issue Resolution: As a safety precaution, once an instance of Salesforce is synced up with Marketo, we no longer allow the user to sync this particular instance of Marketo with any other instance of Salesforce. When Salesforce does a “refresh” of your sandbox, they are actually canceling your old sandbox account and creating a new account and pulling fresh data from your production. This means the refreshed sandbox is actually a different account and has a new OrgID. Marketo Support can assist by unlocking your Marketo sandbox to be synced up with a refreshed Salesforce sandbox. If you run into this scenario, please create a support ticket requesting that we enable the reset of the OrgID for your SFDC sandbox.
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