Knowledgebase

On September 30th, 2021 we sunset our Sales Navigator integration with Adobe Marketo Engage Sales Connect. When we first built this integration, we aimed to deliver key insights to sellers that allowed them to identify the right customers to engage with. This continues to be our goal as we invest in Marketo Engage Sales Connect and deliver future innovations to drive value to both our marketing and sales users. The sunset is in part due to the planned deprecation of LinkedIn’s Company and Profile API’s which we currently use to support the integration. LinkedIn has decided to no longer support these API’s and has not provided any replacement. There will be no action required on your part and you can expect to see the tab removed in September 2021. Kind regards,   Adobe 

Issue An email was expected to sent out on a specific cast of Nurture Program but a specific lead or couple of records did not receive it.   Environment Marketo>Engagement Program Solution There are a number of steps to begin troubleshooting this query and here is a flowchart how to proceed. 1). Check if engagement program is turned on from its setup up. Also check if at the time of email cast, the program status was on (this can be checked from Admin>Audit Trial) 2). Check if the email asset which was expected to send was present in the Nurture Stream at the time of cast. Also check if that email asset was activated (having green arrow). Both of these can be checked from Audit trail where you will find the log of "Add Email" and "Activate Email" along with its date/time. 3). Check if the lead is present in that specific stream using the smart list filter "Member of Engagement Program > Stream = <required stream>" 4). In the same smart list, use filter of "Engagement Program Cadence Changed" and set "New Value = Paused" and see if that lead qualifies it or not. A paused cadence would mean the lead has been temporarily restricted to move in the flow of nurture stream and hence will not received any email content. 5). Most important step- Go to the activity log of lead and search for the engagement program's name in the quick find bar. Look for all logs along with their dates when the lead performed any activity related to that engagement program like added to program, changed cadence, removed from program, etc. 6). In continuation of step 5, check in the activity log if the lead was added to engagement program in less than 25 hours before the next cast by looking at the time of log "Added to Engagement Program". This is because as per the doc, the lead must be added atleast 25 hours before the cast to abide by the recipient  time zones otherwise it will skip that current cast and will qualify for the next cast. Schedule Engagement Programs with Recipient Time Zone | Adobe Marketo 7). In continuation to step 5, check if the lead was moved to a different stream via getting qualified into transition rules. Transition rules are present in stream of those engagement programs that have more than one stream and are used to move leads from one stream to another. Transition People Between Engagement Streams | Adobe Marketo 8). Check if the lead is unsubscribed, email invalid, email suspended (this one is only valid for 24 hours), marketing suspended or block listed because any of these 5 conditions would block the lead from receiving any communication from any of the Marketo's program or campaign. 9). Check if the record has hit the communication limit. Go to Admin>Communication limit and see what we currently have setup. If limit is 2 emails per day, then create smart list "Was sent email>Email Is ANY> Minimum Number of times 2" and see if lead qualifies in it. Alternatively you can go into lead's activity log and manually count number of "Send Email" logs in last 24 hours and in last 7 days and match it with the communication limit of Admin tab. Using programs as stream content: We can also use programs (default and event) in nurture stream instead of direct email assets. 10). In case of using a program, the email can be sent out to the required audience only if that program have a smart campaign with filter "Member of Engagement Program>Name of Program" and flowstep of "Send Email". So make sure the smart campaign has these configurations. (Make sure the campaign has to be a batch campaign and not trigger) 11). If above pointer is true still record is not present in the result tab of the campaign, then check all steps from step 1- step 9. If nothing is found then check if smart list has more than just "Member of Engagement Program" filter and if the lead is failing to qualify any of the other filter. 12). Check in the schedule tab if qualification rules says "Each Lead can qualify only once". If yes then go to campaign member tab and search if lead is already a member, if yes then lead will not qualify again and this is why email was not sent. 13). Check if flowstep has a wait step and the lead is stuck there because wait step does not create any log in the results tab. People in waitstep can be checked from dashboard of the smart campaign. 14). For any other possible reason why the lead did not qualify the smart campaign, you can look for the knowledge base "Lead not qualifying smart campaign- Universal Checklist" under heading of Batch Campaign: marketo.my.salesforce.com/articles/en_US/Article/Lead-not-qualiying-smart-campaign-Universal-Checklist?popup=true 15). If all above pointers have been checked still unable to figure out why the email was not sent on a specific cast, escalate the case to Tier 2.

It's one of the most common calls we get in Support - "This lead should have qualified for this campaign, but it didn't. Why?"  Here's how we go about answering this question, and you can do it too.   Did the lead actually qualify? Sometimes the leads do qualify for the campaign but don't go through the flow.  One quick way to check this is to look at the campaign membership.  If the lead qualified, it will become a member of the Smart Campaign, even if it doesn't go through the flow. Has the lead gone through the flow before?  We can check this in the campaign results. If it has, we need to see if the campaign allows the leads to go through the flow more than once. If the campaign is set up to allow leads to run through the flow multiple times, then we need to proceed with troubleshooting. But if it is not, we have our answer - the lead didn't go through the campaign because it had done so previously and couldn't go through again.   Did the trigger have constraints? If it didn't, we move along, but if it did, we need to check and see if the lead met the requirements of the constraints at the time the lead hit the trigger. This is very important.  If, for instance, there was a constraint that required a value in a field, and that field was not populated before the trigger went off, then the lead wouldn't qualify.  The timestamps in the activity log for the trigger activity and the value change might be the same, but if the value change for the field happened even a fraction of a second after the trigger event, it's still too late. The lead will not qualify.  Looking at the lead now, it looks like it qualifies, but at the moment the campaign was triggered, the lead had different information, so check to see when the required values were written to the lead.   Did the Smart List have filters in addition to the trigger? Just like the constraints, we need to confirm the lead satisfied the filter requirements before the trigger fired.  This can get complicated if one of your filter requirements is "Member of Smart List" because you are going to have to go into the referenced Smart List and confirm the lead met all those requirements, and if that Smart List also contains a "Member of Smart List" filter, then will have to check that one as well and, well, you will see why we in Support recommend against nesting Smart Lists.   Has the campaign been changed since the lead hit the trigger? We tend to assume that the campaign we are looking at today is the same as it was when the lead hit the trigger, but this is often not the case.  Check through the Audit Trail to see if there have been any changes.  Maybe a constraint was added, removed, or changed.  Maybe the filter logic was changed from AND to OR.  Maybe it used to only let leads go through the flow once.  If the campaign was changed, you will need to go through the troubleshooting steps above all over again, checking against what the campaign used to have, rather than what it has now.  If you have nested Smart Lists, it may be that the campaign didn't change at all, but a filter criteria in a the secondary Smart List did.  This is another reason why nested Smart Lists should be avoided if possible.   If you go through these steps and still can't figure it out, open a case in Support and include the results of the troubleshooting above so we can look into it further.

Issue How to test Facebook lead generation form functionality without viewing the advertisement on Facebook Solution Use the lead ads testing tool by clicking on the link - https://developers.facebook.com/tools/lead-ads-testing  to create a test lead. You should use this tool with a valid Facebook Ad Account. Login to Facebook with the same account you used to set up the integration with Marketo. Select the Page and Form you want to create a test lead from. Ensure the Marketo app (APP ID 1480829408843427) is diplayed on "WEBHOOK SUBSCRIPTION FOR THE SELECTED PAGE" section. Click on the "Create Lead" button. In the "WEBHOOK SUBSCRIPTION FOR THE SELECTED PAGE" Click on "Track Status" button which updates real time until you get a response from Marketo. If you do not have the "WEBHOOK SUBSCRIPTION FOR THE SELECTED PAGE" in Facebook, complete the following: Go into the Facebook Lead Ad Launchpoint service in Marketo and unselect all the pages. Finish the setup and save. Do not delete the Launchpoint service but de-select the pages Go back into the Facebook Lead Ad Launchpoint service and re-select the list of pages. Finish the setup and save. This will kick in the code that registers the webhooks on the pages again. It is important to go through step 1 first or the code will not re-register the page. Try creating a lead using the lead ad testing tool. In Marketo, the email address "test@fb.com" should be created.    

In your email link performance reports, you may see a "malformed link."     This occurs when invalid or empty URLs are present in an email asset.   These links are transformed into a branded tracking link and if clicked will appear on this report.    In the email editor, check for empty links or tokens that do not populate a full link. 

In your email link performance reports, you may see a "malformed link."     This occurs when invalid or empty URLs are present in an email asset.   These links are transformed into a branded tracking link and if clicked will appear on this report.    In the email editor, check for empty links or tokens that do not populate a full link. 

Issue You are having issues with Single Sign On and Support requests for you to provide the SAML Response. How can you find this information?   Solution There are multiple ways to capture a SAML Response, but the easiest one is by using SAML Tracer (https://addons.mozilla.org/en-US/firefox/addon/saml-tracer/), a Firefox plug-in or other similar plug-ins or add-ons for Chrome such as SAML Chrome Panel (https://chrome.google.com/webstore/detail/saml-chrome-panel/paijfdbeoenhembfhkhllainmocckace?hl=en) which adds a SAML tab to the built-in Developer Tools. As with any third-party integration, make sure you're comfortable with the permissions they request and you fully trust them before you proceed. Many teams also use networking tools like Fiddler - these should also work just fine. Once you or the user having the log-in issues have one of these tools installed, you'll need to attempt to login via SSO on the appropriate browser and the plug-in/add-on will capture the SAML response. The result should look similar to XML with many references to saml in the tags.    

Issue You receive the below sync error notification which states "CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: [process/workflow name]: System.LimitException: Apex CPU time limit exceeded"   Solution The error means that you have one or more triggers running when the leads are inserted that consume too much CPU time. You are hitting what are called SFDC Governor limits. This is really something you need to review with your SFDC admins and developers. Consider moving some workflows from Triggers (synchronous) to batches (asynchronous).    

Issue Issue Description If a page is not loading in your browser for Marketo, this can sometimes be due to network related issues. We can help troubleshoot by using a HAR file from the browser to see network traffic.   Solution Issue Resolution Instructions to generate a HAR file broken down by browser version: Chrome In Chrome, go to the page within Marketo where you are experiencing trouble. At the top-right of your browser window, click the Chrome menu (⋮). Select Tools > Developer Tools. The Developer Tools window opens as a docked panel at the side or bottom of Chrome. Click the Network tab. Select Preserve log. You will see a red circle at the top left of the Network tab. This means the capture has started. If the circle is black, click the black circle to start recording activity in your browser. Refresh the page and reproduce the problem while the capture is running. After you successfully reproduce the issue, right click on any row of the activity pane in the Network and click Save as HAR with Content. Save the HAR file. Select the Console tab. Right-click anywhere in the console and select "Save as...". Name the log file Chrome-console.log. Send both files as shared links in a reply to your case. Firefox In Firefox, go to the page within Marketo where you are experiencing trouble. Click the Firefox menu (Three horizontal parallel lines) at the top-right of your browser window. Select Web Developer > Network. The Developer Tools window opens as a docked panel at the side or bottom of Firefox. Click the Network tab. Select Persist logs. After you successfully reproduce the issue, right-click any row and select Save all as HAR. Firefox typically takes a few seconds to prepare the download. A slight delay on this step is normal. Select the Console tab. Right-click any row and select Select all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case. Safari In Safari, go to the page within Marketo where you are experiencing trouble. In the menu bar at the top, click Develop and select Show Web Inspector. Click Preserve Log. Click the Console tab and select Preserve Log. Go back to the Network tab. Refresh the page and reproduce the problem while the capture is running. Once you have reproduced the issue, select Export. Save the HAR file. Click the Console tab. Right-click any row and select Select all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case. Internet Explorer 11 (IE 11) In Internet Explorer, go to the page within Marketo where you are experiencing trouble. Click the gear icon in the top right. Select F12 Developer Tools. Click the Network tab Clear the Clear entries on navigate option, which is selected by default. The icon looks like blue arrow with a red X. The green play button (Start Profiling Session), should be selected by default. This means the capture function is running. Refresh the the page and reproduce the problem while the capture function is running. Once you have reproduced the issue, click the Export as HAR icon. The icon looks like a floppy disk. Click the Console tab. Right-click any row and select Copy all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case.

Issue Executing a GET API call to retrieve a list of available activity types in the target instance using the '/rest/v1/activities/types.json' endpoint, resolves with an unexpected attribute name for a field with the display name ID in the context of Marketo Custom Objects. An example of that may be a Marketo Custom Object with the following name: '3 to be', as can be shown in the image below: One of the '3 to be' Marketo custom object fields name is 'ID'. (highlighted in red). When performing a GET API call using the '/rest/v1/activities/types.json' endpoint, you will be getting a list of available activity types in the target instance, along with associated metadata of each type, however for a Marketo custom object with an ID field name, you may see it returns back with a slightly different name, in this case, it would be returning the following output for my test Marketo Custom Object activity: { "id": 100019, "name": "Add to 3 to be", "primaryAttribute": { "name": "3 to be ObjRef", "dataType": "integer" }, "attributes": [ { "name": "3 To Be Person Id", "dataType": "integer" }, { "name": "ID (3)", "dataType": "string" }, { "name": "Linkfield4", "dataType": "string" } ] } ], Here's an image of what it may look like when making the call using POSTMAN: In fact, the character in the brackets next to the ID field represents the very first character of your Marketo Custom Object name.    Environment Customers who have Marketo Custom Objects where one of the custom object fields is named 'ID'. Solution If this is interrupting your business, you may want to select a different name for the ID field under your Marketo Custom Object. (ie. ID number, Transaction ID etc.) Root Cause This behavior is expected and is a result of the 'ID' field being a unique field in the context of Marketo custom objects world and while it may be possible to create a Marketo Custom Object field with the name 'ID', it may be better to give it a distinct name that will be better describing what kind of ID field it is.   

Issue Clicking a tracked link in an email either leads to a 404 page or the fallback page. Environment Tracked links Tokens Specific Characters: "#", "$", unbalanced brackets "{" or "}" Solution Do not use the following characters "#", "$", unbalanced brackets "{" or "}" in a link that is tracked when using a token as well. For example: www.google.com/ebook-download.html?ebook={{lead.ebook}}# This will not work and will either direct to a 404 page or redirect to fallback page. When hovering over the link you will see that it is not a normal tokenized link, it will contain something along the lines of: $mktEncrypt.encrypt($mkturl2)/<random characters> Root Cause When using tokens in the url of a tracked link, the email is processed and the tokens are substituted and populated with the correct information. The engine that assembles this information have some characters reserved for use such as #.

Issue When comparing the Engagement Score on the Engagement Dashboard, the scores do not match with the Email Insight Engagement Scores. Environment Engagement Program Email Insight Solution The Engagement Score from the Engagement Dashbaord will hold the most accurate information as this is direct information, rather than for example with RCA/RCE and Email insights where the data source is different. If you want to see Engagement Score over a period of time more accurately, use the Engagement Stream performance report: Engagement Stream Performance Report | Adobe Marketo Root Cause The Engagement Score on the Engagement Dashbaord only calculates the last 3 casest, it is also important to remember that the engagement score only includes emails that were cast more than 72 hours ago. As per this documentation: The Engagement Dashboard | Adobe Marketo In comparison, the Email Insight Engagement Score is calculated over a period of time that is set by the user but the data can still be mismatching, this is due to the fact that the data source is not the same from the Engagement Dashboard.

Issue Form in Design Studio will not convert the time format upon language selection. English form with date format dd/mm/yyyy Below is a form using settings with form language selecting German. The date format remains the same "dd/mm/yyyy" when the expected value should be "tt/mm/jjjj" as per language date format Environment Marketo forms and common web browsers such as Chrome, Opera, Firefox. Root Cause This behaviour is related to the browser language settings. It automatically translates the date in the format of the selected language in the browser. Example of the same form with different browser language selected, the date format is changed by the browser 

Summary This document explains how to generate a .HAR file for support purposes. Issue Sometimes Marketo support may request that you capture a HAR file for troubleshooting purposes. This document will explain what this means, what a HAR file is, and how to create/capture one for support (or any other purpose you need them for!) HAR means 'HTTP Archive Format'. It is a JSON file format which archives the response and request headers from network communications made to and from your browser.  A HAR file (the extension is '.har') saves the information of all web requests which your browser tab makes. Think of it as 'hitting the record button' on your browser session. These files are very useful as they can identify errors, vulnerabilities, or network performance bottlenecks. For some cases with Marketo support it may be necessary to create such a file. Solution The steps for creating a HAR file vary depending on which browser you are using. Below are the steps for generating a .har file with some commonly used web browsers. Google Chrome: Open your Chrome browser and navigate to the page where the issue needs to be captured. Open the developer tools (F12 or CTRL+Shift+i on Windows, CMD+alt+i for Mac). Select the Network tab of the developer tools. Go to the left of the developer tools UI to start the recording a HAR file. There is a small round 'record' button in this section. If it's gray, click it so that it turns red and begins recording. Click on 'Preserve Log' so the recording persists if you change browser page.  Click the to 'Clear' icon to delete any previous log records kept in the browser, so you have a clean slate for the reproduction. Reproduce the issue so the browser can record it. Once done, right click on the various network traffic and select 'Save as HAR with content', to save the HAR file you recorded. Firefox: Open your Firefox browser and navigate to the page where the issue needs to be captured. Open the developer tools (F12 or CTRL+Shift+i on Windows, CMD+alt+i for Mac) Select the Network tab of the developer tools. Make sure to select 'Clear' (the garbage can icon) before you begin reproducing the issue. Look for a pause button in the tab, and click on it to Play and Record to start recording. Once done, right click on the various network traffic and select 'Save all as HAR', to save the HAR file you recorded. Microsoft Edge: Open your Microsoft Edge browser and navigate to the page where the issue needs to be captured. Open the developer tools (F12 or CTRL+Shift+i on Windows). Select the Network tab of the developer tools. Make sure the small green 'Recording' square is red, or click it if not so you are capturing network traffic. Reproduce the issue so the browser can record it. Click the 'Export HAR' icon to save your recording, and select '.har' as the file extension. Safari: Open your Safari browser and navigate to the page where the issue needs to be captured. Open the 'Develop' menu. Open the Network tab of the Develop menu. Recording is always on in Safari, go ahead and reproduce the issue. Click the 'Export' icon on the right side of the Develop menu UI to save the .har file. Once you have the .har file, please upload it to the support ticket through the support console so we can take a look and help with your issue.

Issue Emails cannot be delivered from the Marketo instance and the following Soft Bounce code was recorded in the record's activity log. 554 5.4.7 [internal] (last transfail: 435 5.7.8 Authentication credentials invalid) Environment Dedicated IP Address SMTP Relay credential invalid Soft Bounce Code: 554 5.4.7 [internal] (last transfail: 435 5.7.8 Authentication credentials invalid) Cannot send email Email Delivered not recorded in activity log Solution Provide Marketo Support with the updated credentials so Support can create an internal request to get the update the credentials on Marketo's end. The process can take up to three (3) business days to complete.  Note: Avoid using special characters in the password such as quotation mark (") as it can alter the configuration.    Root Cause The credentials for the SMTP Relay has been changed and no longer match what is stored in Marketo. In most cases it is the password as it need to be change on an annual basis.

Issue When editing the expiration date for a user in Admin by completely removing the expiration date set to null and clicking save. The change is not saved, and the expiration date remain. Environment Expired Date for user Expiration Date Changing the expire date to never in Admin   Solution There are two options: 1. Change the expiration date to a date in the future.  2. Delete the user in Admin and recreate the user again and set the expiration to never.  *Please note that if option 2 is selected, the history of the user is will be lost and this cannot be retrieved. Root Cause This is a design limitation as it is expected for the user with an expiration date to be deleted from the Marketo Instance after the expiration date has been reached. 

Issue New program status created in CRM did not sync to Marketo.  Environment Program status did not sync to Marketo New Program status is missing in Marketo Solution Create the corresponding status in Marketo by navigating to Admin > Tags > Channel > Select the corresponding channel > Add new status > Save.  Create a Program Channel | Adobe Marketo Root Cause This is an expected behaviour as program statuses created in CRM do not sync to Marketo.