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All score fields have stopped to sync from SFDC to Marketo

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Re: All score fields have stopped to sync from SFDC to Marketo

Also, this is all the more annoying that once, you have made an integer field a score field in Marketo, you cannot revert it back to and Integer field. If you try, you get this error message:

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I know a couple of customers in which it is just out of the question to have to recreate the total score fields in SFDC, dur to IT processes and the way they charge costs for these...

-Greg

Re: All score fields have stopped to sync from SFDC to Marketo

Greg, Shirleen Solares

I'm working with our Engineering team on this. Need to confirm a couple of points and this is what they're asking for:

1. Are these fields read-only in sfdc to the marketo synch user? (Believe so from the database)

2. If these fields are read-only, are they expecting that the value synch should be one way from sfdc to mkto? Meaning that only sfdc value can be synched to mkto and mkto value won't be able to synch to sfdc.

My understanding is that the behavior we're looking for is a true bi-directional sync where values changed on either side, in SFDC or in Marketo would then be updated on the opposite side. In that case the the field permission should not be read-only, and should allow the sync user write permission access. Could you confirm on those details?

Will re-post the same in Weird bug with "Score" field type?

Thanks,

Mike

Re: All score fields have stopped to sync from SFDC to Marketo

Hi Mike,

No the fields are read-write in SFDC for the Marketo user.

I the 2 instance I have been looking for, the marketo user is system admin. This means the user as the "modify all data" SFDC permission. In other words, all fields are read-write, except for formula fields, which the score fields are not.

-Greg

Re: All score fields have stopped to sync from SFDC to Marketo

Greg,

I just opened up a case for you on this profile you're using here. I need to get some detailed info that's better not to post, plus the case helps us maintain tracking and accountability when working with Engineering. Could you take a look for it please?


Thanks,

Mike

Re: All score fields have stopped to sync from SFDC to Marketo

Hi Grégoire Michel

Here’s the information I got from our engineering team.

The ability to have SFDC score changes update values back inside of Marketo was a bug and that bug got fixed when a patch rolled out to correct something else related to the changes to the Marketo Salesforce sync.

Here's what was going on:

All score fields, even custom ones, are set by design to be “Marketo-win” fields so the values on the Marketo side will always push back up to SFDC and overwrite the value on that side. That’s the expected behavior, but there was a way that behavior could be accidentally overridden. That ability to override expected behavior is the bug that was fixed.

Here’s how it worked.

There are two settings at play, the “Marketo always-win” setting and the SFDC Read-Only setting on the field itself. Score fields are set to Marketo always-win by default. If you set the field as Read-only from the SFDC side, it’s supposed to block updates from Marketo coming up to SFDC, essentially in effect creating an SFDC always-win situation. This conflict is what the bug took advantage of to force the score change from SFDC down to Marketo, despite the expected behavior. The other piece to the puzzle is that it only happens when the two field settings are set in that way to create that conflict, which is why some people experience it and others didn’t, (like we found out here and here).

What's been done:

The bug got fixed, so custom score fields will always win on the Marketo side. However, that doesn’t have to stay that way.

Changes you can make to the behavior:

If you’d like to change that setting, we can enable it to allow score changes from SFDC to come down to Marketo by putting in a service request with Engineering to switch off the Marketo always-win setting. That will make it a true bi-directional sync where changes on either side will be allowed to sync over to the other side and stick so they aren’t overwritten.

Disclaimers about changing the behavior:

  • First, it’s all or nothing – it will make that change across the board for all custom score fields and can’t be targeted to specific fields.
  • Second, the change can’t be applied to the standard Marketo Lead score that comes stock with the instance.
  • Lastly, if you’d like to make those changes, you’ll need to Contact Marketo Support to have individual Support cases opened up for each instance needing the change

What to do next:

Test this behavior out before submitting the case to Support to have it changed. Engineering has released patches to correct the behavior and you should re-test your fields to be 100% sure of what they are doing currently as of today before submitting a case asking for that behavior to be changed.

If there are any other questions at all, you can post them here, but you can also Contact Marketo Support to get answers specific to your particular use case.

Thanks!

-Mike

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Re: All score fields have stopped to sync from SFDC to Marketo

The simplest way to solve this would be to allow custom CRM number fields that are score fields in Marketo to be set back to Integer in Marketo. But this is not possible.

See and vote here:

-Greg