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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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  Marketo Champions are customers who have demonstrated outstanding leadership in the Marketo Community, are experts in Marketo products, are avid contributors in the social world, and are loyal advocates of the Marketo brand. Benefits and perks our Champions receive include:   Access: Meetings with our product and marketing teams to give exclusive feedback Previews: Given early previews to products, features, and releases when available Publicity: Exclusive speaking opportunities at our annual Marketo Summit and other events Networking: Special networking events with Marketo executives and fellow Champions and semi-annual conference calls Ownership: Ownership of content and exclusive activities at our annual Marketo Summit that showcase your expertise and thought leadership Credibility: Special Champion badge on Marketo Community profiles, and profiled on Marketo's corporate website Sweet Swag: Champion-exclusive swag To find out more information and apply, click here. To view a complete list of current Champions, click here. Join the Marketo Elite Today!  
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Issue How to export a list of all the field mappings between Marketo and SFDC.     Solution Issue Resolution You can do export field mappings by following these steps: Go to Admin > Field Management. Click over a tab to Field Mapping. Click the export button, next to the search bar at the bottom.  
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Issue Clearing cache and cookies in your browser will fix a number of different problems related to page display, browser errors, and login issues.     Solution Here are links to the support articles on how to clear cache and cookies for the most commonly used browsers. Chrome Clear cache and cookies - Computer - Google Account Help   FireFox How to clear the Firefox cache | Firefox Help   Safari Safari for Mac: Manage cookies and website data using Safari   Internet Explorer https://support.microsoft.com/en-us/help/278835/how-to-delete-cookie-files-in-internet-explorer   Microsoft Edge Microsoft Edge, browsing data, and privacy – Microsoft privacy    
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Issue Users for your Marketo instance are unable to log into the instance. Solution Check your landing page URLs and email links. If these are also unavailable, your Marketo instance may have been shut off. Marketo Support can confirm whether your instance has been deactivated, but are not able to reactivate it.  In this situation, please contact your Marketo Account Representative to discuss the status of the instance and regaining access.        
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Issue You are experiencing slow processing of campaigns, smart lists, and reports.     Solution There are three key components that can slow down an instance: Number of trigger campaigns: Trigger campaigns are always on, always listening.  If there are 50 campaigns triggering at the same time, all the 50 triggers will be in queue, slowing down your processing and routing inside Marketo. Solution: Reduce the number of Triggers. Convert some of the triggers to batches: Batches also run all the flow steps for every lead at once, instead of serially, which reduces total processing time.   Complexity of smart lists: The more complex a smart list, the harder it is for the system to figure it out, which increases backend processing and even creates campaign failures from timeouts. Solution: Reduce the number of nested smart lists called in a smart list. Whenever you ask Marketo to call another Smart List, it has to wait until all of the other smart lists finish, before putting together the final counts. Instead of Marketo looking for the list and running it, just put the filters in the trigger itself.   Volume of Leads: With regular cleaning and good systems design, it is fairly easy to keep your system running fast. Reduce the number of leads that can flow through with filters. Clean up the inactive leads at regular intervals.    
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Issue Issue Description Marketo records have opportunity role while they don't have any opportunity   Solution Issue Resolution This can happen because they are separate SFDC objects so it is possible that the opportunity is not visible to the sync user but the OpportunityContactRole is.  To resolve this, log into SFDC as the Marketo sync user and ensure that the opportunity is visible to the sync user.  
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Issue You have two SFDC picklist fields mapped to one Marketo field but it isn't showing all picklist values for both SFDC fields. Solution When two SFDC picklist fields are mapped to one field in Marketo, the only values that will show in Marketo will be the values that exist in both picklists.  Review the picklist values in Salesforce and add any missing values to the picklists so that they match exactly.
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Issue Can you remove a CRM from Marketo? Solution You cannot remove a CRM integration from an instance. Once the CRM of your choice is clicked (Dynamics or Salesforce) the instance is set to use that CRM for the remainder of its life. Once the login and mappings have been setup for a instance, the CRM instance or org cannot be changed as well. If for a reason you do need to change the CRM or the linked instance, you would want to reach out to your Customer Success Manager to get information on provisioning a new Marketo instance.  
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Issue Can you sync Marketo multiple programs to a single Salesforce campaign? Solution Marketo only allows a 1:1 Relationship with Program/Campaign synchronization. If you try to sync a program to a campaign already used by another program you will recieve a error or prompt advising you cannot do it.    
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Issue Error "API is not enabled for this Organization or Partner" occurs during Marketo - Salesforce integration.     Solution This is a Salesforce generated error and indicates that API access is not available in your SFDC instance.  For more information, see this Salesforce documentation: http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_calls_concepts_core_data_objects.htm . To resolve this, contact Salesforce to enable API access.
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Issue A record in Marketo failed to sync to Salesforce due to a Field Validation error.  Errors may include the following: Failed: FIELD_INTEGRITY_EXCEPTION:  INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST: bad value for restricted pick list field. Solution The lead was unable to sync to Salesforce because the value for a specific required field was missing or did not match the rules Salesforce had for the data in the field.  For example, the field in Salesforce could be a picklist and the value Marketo is trying to pass in the field is not in the picklist.  Salesforce always requires a Last Name and a Company Name value for all records, so if your lead is missing data in these fields, the sync will fail. To resolve this, check Salesforce to see what the acceptable values are for the field specified in the error, and make sure the Marketo record has the necessary information.  If you need further assistance with this, we recommend working with your SFDC Admin to determine why Salesforce is rejecting the record. This commonly happens when Country/State picklist is enabled on your SFDC instance. As a consequence, SFDC will reject any record with country/state value does not belong to the list and so you will have to make sure that countries are set correctly everywhere in Marketo, and especially: in forms in data management campaigns in imports For example, if you try to pass the value "New York" to Salesforce, it will not be accepted. Salesforce will only accept "NY". The error messages you're seeing are coming from Salesforce because the State fields have been standardized to only accept certain pick-list values. In order to get these records to sync with Salesforce you'll need to update them to have valid values. Contact your SFDC Admin to get the list of accepted values for that field and update the record in Marketo with the appropriate value that is accepted by SFDC. If you feel like pick list is not necessary on SFDC, you could just disable the state or country pick lists in SFDC by following the below document https://help.salesforce.com/articleView?id=admin_state_country_picklist_enable.htm&type=5     Who This Solution Applies To Customers integrated with Salesforce    
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Article Text Included in this article Overview What Causes Data Mismatch Sync Delays from Backlog Checking for the backlog How do you fix it? Campaign to add leads to SFDC  Campaign set up incorrectly Sync user permissions Field Value Validation Field Type Validation Overview Sometimes the data you see in your CRM system doesn't match what you see inside of Marketo. This document will show you the common reasons to help troubleshoot where the problem could be coming from.     What Causes Data Mismatch The vast majority of data mismatches result from sync backlogs, so much of this doc will go over sync backlogs. However, since there are a number of other ways this can happen, here are the most common ones to watch out for: Sync delays from backlog Incorrect set up of campaigns to add leads to SFDC Campaigns Sync user permissions Field Value Validation Field Type Validation     Sync Delays from Backlog Whenever an update is made to a record, it generates a System Modification Time Stamp, referred to as a SysModStamp. The creation of a SysModStamp on a field that is visible to the sync user will queue the record to be resynced. Whether the update is made on the Marketo side or on the CRM side, it will trigger the record to be resynced to update the information on the other end through the regular Marketo to CRM sync cycle.   When large numbers of updates are made like from a field value changing, then large numbers of records are altered, causing new SysModStamps on those records. This in turn results in large numbers of lead record updates that need to be resynced between Marketo and your CRM.       The sync of leads flows at the rate of approximately 10,000 records per hour. If you've updated 10,000 records at once, you can expect the sync of that data to take roughly an hour to complete. If you've updated 20,000 records at once, you can expect the sync of that data to take roughly two hours to complete, and so on.   Thousands of updates are synced over in just one API call as opposed to making a single API call for each individual update. Updates synced between Marketo and your CRM through the sync cycle occur in batches—large groups of updates made all at once to allow the data to be transferred more efficiently. That means 10,000 updates to the Lead Object, 10,000 updates to the Contact Object, then 10,000 updates to the Account Object, all within one sync cycle.   The sync cycle won’t let one Object dominate an entire sync cycle with large numbers of updates. Any updates over 10,000 will wait until the next sync cycle.       Checking for the backlog Long sync cycles are an indication that there are a lot of updates being made.   To check when did the last sync happened   1. Go to Admin       2. Go to integration for your CRM (e.g. Salesforce) in the tree on left       3. Go to the top right corner to see the information of Last Synced. Compare the time shown there to the current time. If it's a long time difference, you've probably got a significant backlog of updates waiting to sync.       How do you fix it? Stop making more updates.   Once the records are queued up to sync between Marketo and your CRM, there's no way to cut it off and stop it from going through the sync. The data will sync through, but essentially you'll have to just wait for it. If you can stop making continued updates until after the backlog has cleared, you'll be helping it to clear faster.       Campaign to add leads to SFDC  Campaign set up incorrectly There can also be cases when you are pushing leads to SFDC Campaigns via Marketo Programs or Smart Campaigns. If you have a flow action where you enter an incorrect campaign name or the corresponding status, the leads flowing through this campaign will have issues while syncing.   If you've synced the lead from Marketo to the SFDC Campaign but accidentally synced it to the wrong one, you'll have a data mismatch there.   Ensure that you have the campaigns with correct names and statuses       Sync user permissions Sometimes a lead won’t sync to CRM because the SFDC sync user doesn’t has permissions enabled to allow the Marketo sync user access to it. Ask your CRM Admin to update the permissions so as to allow Marketo sync user access to the record.     Field Value Validation If there’s a validation in your CRM on certain fields, and the field value in Marketo doesn’t qualify for the validation, the lead would not sync.You'll see "FIELD_CUSTOM_VALIDATION_EXCEPTION" error messages, which are your indication that this is where the problems are coming from.   For example: Let’s say there’s a validation in Salesforce to accept on “CA” as a value for the field “Country”, and Marketo field has it’s value as “Canada”. The lead would not sync to SFDC. To resolve this, ensure that field value aligns with the validation in SFDC.     Field Type Validation Field types must be compatible between Marketo and Salesforce. If the field types are different in Marketo vs CRM, it won't be able to sync properly.   For example: If the field in SFDC has the type of “Float” and field in Marketo is “Score”, then they aren't compatible and won’t sync. To resolve, ensure that the fields have similar or compatible types in Marketo and CRM
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Article Text Included in this article Overview Use Sync User Login Check Field Level Security Overview If you've ever had trouble getting a field or field value to sync between Salesforce and Marketo, the most common problem is that the Salesforce sync user doesn't have permissions to access that field.   Since different users have different permissions to access fields based on their roles, not every field or record is visible to every user. However, there can be cases when a user needs access to fields which are not accessible. For example, if a program needs to be tested but the field is not accessible, or the user may have been simply missed from the permissions. In such cases, you can check whether the sync user can see that field.     Use Sync User Login To find if your sync user has permissions to access the field, check the Salesforce integration ID. Navigate to Admin > Salesforce and check the Credentials. This will give you the login ID. Your Salesforce Admin should have the password for that login ID.       Next, log into your CRM using those SFDC sync user credentials.       Navigate to the lead/contact record.       Check to see if the field shows on the lead record. If the field is not visible, that means that your sync user does not have permissions enable to access that field.       Check Field Level Security If the field isn't visible, we need to check the Field Level Security for the fields. This is where the fields will be listed with checkboxes indicating whether the field is to be accessible or not.   1. Go to Setup.       2. Navigate to your Profile.       3. Go to the section “Field Permissions.”     Here you’ll be able to see the fields and their corresponding permissions. Restricted permissions could be a reason why the SFDC sync user cannot see a field or record. Therefore, you may need to make changes here to allow permissions to view it.
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Issue Marketo program Members are taking a long time to get updated in SFDC Campaigns.   Solution The Marketo Program to Campaign sync is not real time and will take time to update. The feature is dependent on the Marketo to SFDC background bi-directional sync. Marketo will generally sync SFDC and Marketo objects in the following order: Lead Account Contact User Task Opportunity Opportunity Contact Role Campaign Campaign Member Campaign Member Status As per the order, Campaign related objects are towards the bottom of the list. This means that all objects above it are synced first, and if there are any backlogs on those objects, the Campaign objects can queue up and cause delays.      
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  This is a article attached image Upon signing a contract with Marketo you are provisioned a Marketo instance and a Support Service. There are four different types of Support Services which are available to meet different customer support needs: Online (Legacy) Business or PREMIER SUPPORT BUSINESS (Legacy) Premier or PREMIER SUPPORT ENTERPRISE (Legacy) Elite or PREMIER SUPPORT ELITE Each Support Service has a different Service Level Target (SLT). An SLT is the amount of time Marketo Support targets to make first contact with you after a support case has been submitted. SLTs differ for each Support Service and priority level. Priority levels range from Priority P1 to Priority P4. Here are the SLTs and priority levels for each Support Service:   Priority Online (Legacy) Business PREMIER SUPPORT BUSINESS (Legacy) Premier PREMIER SUPPORT ENTERPRISE (Legacy) Elite PREMIER SUPPORT ELITE P1 1 hour 1 hour 1 hour 30 minutes 30 minutes 30 minutes 15 minutes P2 4 hours 3 hours 2 hours 2 hours 1 hour 2 hours 30 minutes P3 6 hours 5 hours 4 hours 4 hours 2 hours 2 hours 1 hour P4 3 days 1 day 1 day 1 day 1 day 1 day 1 day   Here are the descriptions for each priority level: Priority Description P1 Mission Critical: Core business function down or potential loss of mission critical data P2 Urgent: Major feature or workflow is not functioning. Mission critical workflow and majority of user community is not blocked P3 Important: Normal usability or task completion is impacted but functional, or workaround is available P4 Minor: Minor issue requiring a correction. Normal workflow is not impacted   Find more information About Support here!  
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Summary Marketo-only records must be manually synced, become a member of a default-program, encounter a Salesforce flow step in order to sync with Salesforce. Issue Records are in the Marketo database but are not syncing over to Salesforce automatically like I thought they would. Solution The sync between Marketo and Salesforce is bi-directional. However, in order for a record to be synced, one of the following conditions must be met: The record becomes a member of a program which is synced to a Salesforce campaign. This occurs when the background sync is used to keep members of a Salesforce campaign in sync with a Marketo Program status. This can easily be verified by navigating to the program and looking at the summary view. More information on this feature can be found here: https://docs.marketo.com/display/public/DOCS/Sync+an+SFDC+Campaign+with+a+Program https://docs.marketo.com/display/public/DOCS/SFDC+Sync%3A+Campaign+Sync The record encounters an SFDC flow step. Any time a record encounters a Salesforce related flow step in a smart campaign, this will cause the record to sync with Salesforce. Some of these flow steps have other implied actions, which you can read about here: https://docs.marketo.com/display/public/DOCS/Implied+Salesforce+Actions The record is manually synced to Salesforce through a single-flow action. This is an intentional user action. It can only occur when you find the record in your database or in the people tab of a smart list and select the option from the 'Person Actions' menu. More on how to do this can be found in this document: https://docs.marketo.com/display/public/DOCS/Run+a+Single+Flow+Step+from+a+Smart+List Root Cause Records had not encountered SFDC flow steps, become members of a program synced with a Salesforce campaign and hat not been manually synced to Salesforce. Environment Marketo with the built-in integration with Salesforce
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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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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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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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