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Look up records impacted by "synched from salesforce.com fixup lead owner"

Status: Open Ideas Submitted on ‎01-26-2023 12:40 PM Submitted by Level 1 on ‎01-26-2023 12:40 PM
Comment
When a lead gets booked via Chilipiper with round robin, SFDC then assigns the lead to a sales owner based on auto-assignment rule in SFDC, therefore, creates conflict between the original SDR who has a meeting booked with the lead AND the new SDR that gets assigned via auto-assignment rule. It would be nice to pull a list of records to see the impact from the auto-assignment rule with the reason: synched from salesforce.com fixup lead owner, in a smart list in Marketo for easier troubleshooting purposes. ... View more
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  • MKTO <> SFDC
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OAuth Scopes app permission for SF users into using an OAuth-connected app

Status: Open Ideas Submitted 2 weeks ago Submitted by Level 1 2 weeks ago
Comment
After applying the new SFDC OAuth scope app permission, the sync worked perfectly with just two permission settings from SFDC. The current Marketo documentation, which recommends granting permission to all options, needs to be updated.   Manage user data via APIs (Api) Perform requests at any time (refresh_token, offline_access) Thank you,   Vik ... View more
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