How do we know the smart Campaign causing 'Salesforce Sync Error'?

How do we know the smart Campaign causing 'Salesforce Sync Error'?

Hello All,

I have been getting 'Salesforce Sync Error' notifications on email. Though our integration with Salesforce has been terminated six months ago, according to Marketo support - the errors appear due the the fact that we have 'Create Task' flow steps in quite a few smart campaigns.

My question is how do I find the exact smart campaign in my instance causing this error? Can anyone suggest /help with a solutions?

Regards,

Manish

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8 REPLIES 8
Marketo Employee

Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

You can use the Campaign Inspector for this.

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Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

Hello Steven,

While Campaign Manager gives me a list of campaigns which I can filter on 'Create Task' activity, What I need is the actual campaign that is causing the Salesforce sync issue.

Best,

Manish

Best Regards,

Manish Khemani

Steven Vanderberg --- Re: - Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? ---

From:"Steven Vanderberg" <marketingnation@marketo.com>To:"Manish Khemani" <manish.khemani@tcs.com>Date:Fri, 02-Nov-2018 7:08 PMSubject:Re: - Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

"External email. Open with Caution"

The Marketo Marketing Nation Community Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? reply from Steven Vanderberg in Products - View the full discussion

You can use the Campaign Inspector for this. https://nation.marketo.com/servlet/JiveServlet/downloadImage/2-199751-203114/1600-781/pastedImage_0.png

Reply to this message by replying to this email, or go to the message on Marketo Marketing Nation Community Start a new discussion in Products by email or at Marketo Marketing Nation Community Following Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? in these streams: Inbox This email was sent by Marketo Marketing Nation Community because you are a registered user.

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Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

Hi Manish,

I would assume all those "Create Task" campaigns are causing (will eventually cause) your "Sync to SFDC" error notifications? since "Create Task" is a Salesforce only function. Therefore you would need to rectify/delete those flow steps which contain the create task action.

Alternative if you have a lot of create task flow steps - I would filter it by the below so that I can target the active campaigns running.

  1. Active Triggerd Campaigns
  2. Scheduled Batch Campaigns

pastedImage_4.png

Hope this helps.

Thanks

Floyd

Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

Hi Floyd,

I tried this option too but to my disadvantage I have a lot of active campaigns that have the 'Create Task' activity and hence was looking for a work around to know the exact smart campaign that caused it.

Best Regards,

Manish Khemani

Floyd Alvares --- Re: - Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? ---

From:"Floyd Alvares" <marketingnation@marketo.com>To:"Manish Khemani" <manish.khemani@tcs.com>Date:Sat, 03-Nov-2018 3:38 AMSubject:Re: - Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

"External email. Open with Caution"

The Marketo Marketing Nation Community Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? reply from Floyd Alvares in Products - View the full discussion

Hi Manish, I would assume all those "Create Task" campaigns are causing your "Sync to SFDC" error notifications? since "Create Task" is a Salesforce only function. Therefore you would need to rectify/delete those flow steps which contain the create task action. Alternative if you have a lot of create task flow steps - I would filter it by Active Triggerd CampaignsScheduled Batch Campaigns https://nation.marketo.com/servlet/JiveServlet/downloadImage/2-199766-203112/pastedImage_4.png Hope this helps. ThanksFloyd

Reply to this message by replying to this email, or go to the message on Marketo Marketing Nation Community Start a new discussion in Products by email or at Marketo Marketing Nation Community Following Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? in these streams: Inbox This email was sent by Marketo Marketing Nation Community because you are a registered user.

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Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

Go to the activity log of the leads with failed sync. The smart campaign will show on the rightmost column.

There some related ideas to vote for here: Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

-Greg

Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

And BtW, when in the activity log, you can use the search box at the bottom to find the errors. You can also specifically filter on "Create task" flow steps.

-Greg

Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

But the activity log is only present at a folder level right? Can I view the activity log at a Workspace level?

Best Regards,

Manish Khemani

Grégoire Michel --- Re: - Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? ---

From:"Grégoire Michel" <marketingnation@marketo.com>To:"Manish Khemani" <manish.khemani@tcs.com>Date:Sat, 03-Nov-2018 1:53 PMSubject:Re: - Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

"External email. Open with Caution"

The Marketo Marketing Nation Community Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? reply from Grégoire Michel in Products - View the full discussion

And BtW, when in the activity log, you can use the search box at the bottom to find the errors. You can also specifically filter on "Create task" flow steps. -Greg

Reply to this message by replying to this email, or go to the message on Marketo Marketing Nation Community Start a new discussion in Products by email or at Marketo Marketing Nation Community Following Re: How do we know the smart Campaign causing 'Salesforce Sync Error'? in these streams: Inbox This email was sent by Marketo Marketing Nation Community because you are a registered user.

You may unsubscribe instantly from Marketo Marketing Nation Community, or adjust email frequency in your email preferences Community Help & Feedback

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Re: How do we know the smart Campaign causing 'Salesforce Sync Error'?

No, you need to spot a lead that's having an issue and go to it's activity log.

There is no other way for the moment. Many features are missing to enable us to better track sync errors. Read Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

-Greg