Reporting on Leads/Contacts not making it into Salesforce Campaign

Kristina_Jobert
Level 1

Reporting on Leads/Contacts not making it into Salesforce Campaign

Hi Community,

We have been getting some time out issues from Salesforce which results in members not being added into their corresponding Salesforce campaigns (but who are marked as success in Marketo). This heavily skews reporting for our marketing teams with the discrepancies in numbers between the 2 systems.

Since we cannot isolate the errors in Marketo, we're struggling to pull a report / smart list on campaign members who have failed to have been added to Salesforce campaign.

Here is what the errors look like:

{cannot reference converted lead}

CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: Contact_Trigger_AIUDUD: execution of AfterUpdate caused by: System.DmlException: Insert failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id: [] () \n

Sanford WhitemanRajesh TaleleDarrell AlfonsoRajesh TaleleJoe ReitzGregoire Michel

5 REPLIES 5
Veronica_Holme4
Level 9

Re: Reporting on Leads/Contacts not making it into Salesforce Campaign

Can you check one of the records you know has failed to sync to see if it has a successful "Added to SFDC Campaign" activity in Marketo? I think perhaps you could run a smart list showing everyone whose program status in the program is correct but who don't have a corresponding Added to SFDC Campaign activity. That might get you there? (Haven't tested, so just a theory)

Kristina_Jobert
Level 1

Re: Reporting on Leads/Contacts not making it into Salesforce Campaign

Hey Veronica - Thanks for the insight. We have been doing this but not very scalable method as we have to dig into each and every program. We're trying to find a way to centralize this workflow and target the OVERALL database to see members who have been affected and failed to be added to ANY Salesforce campaign. We have thousands of Salesforce campaigns running so it's hard to pull in each and every Salesforce campaigns our marketing teams have active and running today.


Do you think it's best to pull a report of this error from Salesforce?

Jamilyn BarnaDarrell Alfonso

Grégoire_Miche2
Level 10

Re: Reporting on Leads/Contacts not making it into Salesforce Campaign

Reporting on failed syncs is not possible directly (read this Marketo / salesforce integration needs a serious overhaul, don't you "sync"? and vote for the ideas)

Usually, though, failing to sync with a campaign is linked the fact that the lead itself cannot be pushed to SFDC. You can detect these with "SFDC Type is empty" filter, in combination with being a member of the campaign or program that was supposed to sync the lead.

-Greg

Kristina_Jobert
Level 1

Re: Reporting on Leads/Contacts not making it into Salesforce Campaign

Thanks for your response!

Unfortunately, the lead/contact could already be in Salesforce, just not added to a specific campaign (we have an ABM sort of lead routing model that checks up against list of named accounts/whether system owned, etc.). So with this, the lead/contact could already be in SFDC.

Grégoire_Miche2
Level 10

Re: Reporting on Leads/Contacts not making it into Salesforce Campaign

Then there is no easy way to list these leads.

Nevertheless, the error message gives you some hints on where to look at. The trigger "Contact_Trigger_AIUDUD" is trying to invoke an object on which the Marketo sync user does not have access.

If you want to know more, you need to go to SFDC and activate a debug log on the Marketo sync user, then try to manually add a failed lead again to the campaign. The resulting log will give you a lot of details on what is happening. Will be a technical task, though

-Greg