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Issue Champion Challenger A/B Test dashboard does not display any data Solution Check that the email was sent from a trigger campaign or an engagement program as "Champion/Challenger emails only work with trigger campaigns and engagement program streams." https://docs.marketo.com/pages/releaseview.action?pageId=2359553 Check that the email sent from the engagement program was added to a stream directly and was not nested within a program that is the asset added in the stream. Reference: https://nation.marketo.com/t5/Knowledgebase/Champion-Challenger-Test-in-Engagement-Programs/ta-p/249176 Check that the email was approved when the email was sent Check that the email has been sent Check the time the Champion Challenger test was created and the time the email was sent   Root Cause The email has not been sent since the A/B test was created or the email was sent before the Champion Challenger test was created. Environment Champion Challenger Engagement Program A/B Test Email Dashboard
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Issue Leads recently imported cannot be found Solution Check if the example leads exist in the partition the workspace has access to. It is possible that the leads cannot be found because the workspace being checked does not have access to the partition the leads exist in. Check if any of the example leads have been deleted: by using the Campaign Inspector to review all of the smart campaigns that contain a Delete Lead flow action. Then check the run history of each smart campaign to see which recently ran and how many people qualified. If there is a significant amount of smart campaigns that contain a delete lead flow action, contact Marketo Support for additional assistance. by checking the delete lead activities via API Check if the example leads' information was changed. For example, if a lead was imported with email address "john@gmail.com" then create a smart list using "Data Value Changed" filter where "previous value" was "john@gmail.com" Root Cause Leads could exist in a partition that has not been searched, the details could have changed, or the leads could have been deleted. Environment Lead Database List Import Workspaces and Partitions Smart Campaign Campaign Inspector
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Issue Interesting moments not appearing for a user in Dynamics. The interesting moments section on a Contact displays: “No Interesting Moments for [Contact Name]” Solution Checked that the user is a contact record synced with a Marketo record that has interesting moments Created a new record with interesting moments and synced to Dynamics, but the user still cannot see the interesting moments Sync is validated  No errors found for example records MSI Sync status is ‘Configured’ in [Admin > Sales Insight] Checked on a system admin users access and were able to see the interesting moments for the example records Found that the Marketo Sales Insight security role was not assigned to the affected user, but after assigning the role, clearing browser cookies and cache, logging out and logging back in, the Interesting Moments for the example records was still not appearing Perform the following update: Go to > Settings > In Marketo API configuration > Form Editor > API secret Key > Details tab > Edit > Disable the field level security Root Cause Marketo Sales Insight role was not assigned to the user and Marketo API Configuration had field-level security enabled Environment Microsoft Dynamics CRM Marketo Sales Insight Interesting Moments
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Once you have submitted a case to Marketo support, we provide a simple way of staying connected to your case and the cases submitted from your company through the Marketo Support Portal. You can access the support portal through your Marketo instance by selecting Community in the top right corner: You can also access the support portal directly at https://support.marketo.com and login with your Marketo credentials (login and password). This will not work for users with SSO.   Once you are in the support portal you can Create a Case for Marketo Support or you can also review any cases that are open and being worked on by support or review your case history. Navigate to My Case management: From the My Cases navigation y ou can access the following case views: My Recent Cases* - Cases that you have opened in the past 30 days All Company Recent Cases* - Cases that any authorized support contact has opened in the past 30 days My Open Cases – Cases created by you that are being triaged by Support and pending Support’s response and are more than 30 days old My Closed Cases – Cases that were created by you and are now closed My Awaiting Fix Cases – Cases that were created by you where Marketo is developing a fix which will be implemented at a later date All Company Closed Cases – Cases that were created by you or your colleagues that are now closed All Company Open Cases - All open cases submitted for the account Company Awaiting Fix Cases – Cases that were created by you or your colleagues where Marketo is developing a fix which will be implemented at a later date Management Escalations - Escalations opened by you or your colleagues  Survey Cases - Surveys that are available for you to fill out after a case is closed *Cases that have been opened for more than 30 days will move from Recent cases to Open cases   To view specific case details, click a case number. From the Case Details, you can perform the following: Close your Case - Select the "My Case is Resolved" button to close your case Add Comments - Provide additional comments to support or respond to a Support question Add Attachment - Provide any screenshots or documents that will help illustrate the issue you are reporting   If your case has been closed there are two options available to you.   Reopen - You can reopen your case if you are not satisfied with the case resolution by adding a comment in the case. Case Survey - Once your case has closed, please consider offering feedback on the level of Support you received.
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Summary Estimating the external storage requirements for your Marketo Engage Database Issue I want to extract all of my data from Marketo Engage and store it. How much storage space will I need? Solution Summary There is no repeatable method to accurately estimate the amount of storage you will need to extract and store your Marketo Engage database. Standing in the way of good estimation is data availability, field selection, and storage method. Any accurate estimate will take into account the potential sizes of each type of data and their quantities (known to data scientists as "facts and dimensions"). Determining ranges for these values takes a lot of preparation and may require a high level of skill. IMPORTANT NOTE: Estimating Database size is hard so any estimate used to make business decisions should be made in cooperation with a database or application architect or other qualified professional. Scope Some information won't be extracted. Information about anonymous leads, for example, cannot be extracted. Some of the data that can be extracted may not be needed at all. Selecting the right data for your needs is the best practice as it reduces the required storage and leads to a more efficient extraction process. Field Definitions How the fields are defined in the target system will affect how big the stored data is. Depending on your storage format, padding may play a role in the size of your extracted database. As an example, the "Country" field in Marketo is a string of up to 255 characters. You could chose to store 255 characters for every country value. Or you may choose a format that uses a variable amount of space. You might also know that the longest country name is "the United Kingdom of Great Britain and Northern Ireland" meaning that 199 of those characters will always be extra so you truncate the value from Marketo storing the first 56 characters only. Each choice will have an impact on the size of your extracted database. Estimating 199 unnecessary characters per lead and making similar decisions for other fields will add up to increased storage requirements and slower extraction time. Format Once the desired data is identified, the next step is to extract, transform and load (ETL) the data from Marketo Engage into your storage system. The data returned by Marketo's API is plain old text which is usually formatted as JSON or CSV. For the information to be useful, you will transform it from JSON into the format necessary for your storage system. That format could be an Excel spreadsheet, Microsoft SQL database or a schema-agnostic database like Azure Cosmos DB. How the data is formatted and encoded will make a big difference in the amount of storage needed. Take this simple example: a Microsoft Excel spreadsheet with "Marketo Engage" in cell A1. I saved that same file in four different formats which resulted in files ranging from 1 KB to 25 KB. The format you store you information in may have a bigger impact on your final storage requirement than the data itself.   To help illustrate the impact of the storage system, take a look at this guide for Microsoft SQL Database size estimation: https://docs.microsoft.com/en-us/sql/relational-databases/databases/estimate-the-size-of-a-database  Functionalization Once you've extracted your data, what are you going to do with it? Archiving your data (simply storing it) is easiest and comes with the fewest contraints. A compressed archive (Zip file) will save dramatically on storage space at the cost of functionality and ease of use. Functionalizing your data (using it in an application) requires more: at least better speed and searchability: typically a relational database. An application will often require additional data and that will need to be accounted for too. Facts and Dimensions: Do the Math It's a lot of work to get to this stage. Once you've determined how your extracted data will be stored, you can set upper and lower bounds on the sizes for each object type extracted (lead, email, activity, etc). These are your facts. Then multiply those values by the number of each type of record. These are your dimensions. Add to that the overhead of your target storage system and its functional requirements to generate your final estimates.     Environment Marketo Engage and External Systems
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Issue Validating the Dynamics CRM integration with Marketo result in the "Sync user is assigned to the Marketo solution" error. Error:  Sync user is assigned to the Marketo solution (0x80040220) Principal user (Id=4efd6952-d750-eb11-a812-000d3ac9c58d, type=8, roleCount=3, privilegeCount=564, accessMode=1(Setup/Stub user with filtered privileges from associated roles. Consider changing user AccessMode to Full (without privilege filtering))), is missing prvReadmkt_marketoconfig privilege (Id=52aaa983-724e-460d-93e0-e9ea89bf885e) on OTC=10579 for entity 'mkt_marketoconfig'. context.Caller=4efd6952-d750-eb11-a812-000d3ac9c58d [HTTP/1.1 403 Forbidden]   Solution Ensure that the Marketo Sync User was given the correct permission in Dynamics.  Navigate to Setting > Security > Users > click on "Marketo Sync User" > scroll down to Administration > Access Mode = Read-Write Note: "Marketo Sync User" may have been given a different name in your respective Dynamics CRM.    Root Cause The error indicate that the Marketo Sync User was not given the full permission required for the sync between Dynamics and Marketo to function.  Environment Dynamics Integration  Validating Sync Setup
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Overview: GoToWebinar will be conducting scheduled maintenance on Saturday, February 20 from 06:00 AM UTC - 10:00 AM UTC and Sunday, February 21 from 02:00 AM UTC - 06:00 AM UTC. During the maintenance window, users will not be able to start or join GoToMeeting, GoToWebinar, or GoToTraining sessions.   Affected Marketo Engage Services: During the impacted timeframe, customer-facing webinars and APIs will be unavailable for Marketo Engage customers. Since APIs will be unavailable, Marketo Engage will not be able to sync, refresh, or transition records to “Registered” in GoToWebinar.   To identify and resolve these errors, you can create a smart list that filters on any program with a New Status of “Registration Error” for the necessary channels as shown below.     You can then navigate to the People tab, view the record details to see the Status Change event which failed for the record, and create a smart campaign to update the Program Status to “Registered”.   If you have additional questions or experience any issues, please contact Marketo Engage support at https://support.marketo.com, or through any of the methods listed here.
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Summary Sales Insight Email Performance Report grouped by Sales Rep exports file sorted by template rather then by sales rep.  Issue  Sales Insight Email Performance Report grouped by Sales Rep exports file sorted by template rather then by sales rep.  Subscription email displays report grouped by email template as wel  Report within the Marketo UI will show as expected Solution    The current workaround exists for the CSV exported.            1. Export the report to a CSV           2. Format Columns A (Sales Rep) and B (Email Name) to sort A to Z in order to get a view by sales rep. Root Cause This issue is scheduled to be addressed and resolved in the 2021 Q2 release Environment  Sales Insight for Salesforce This issue occurs within the subscription email that gets sent out of the report  This issue occurs when exporting the report to a CSV file
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Issue You would like to export design studio assets (images and files) in bulk.    Solution Support doesn't have an option to export design studio assets (images and files). However, there is a third-party option with the help of a Scraper Chrome extension and Excel.  Because this is a third party product, Marketo support will not be able to assist you with this. This information is provided to assist you in finding outside resources.   Here's what you'll need Google Chrome Scraper Chrome Extension - Download Microsoft Excel ***With the developer tab enabled*** - Learn how to enable the developer tab here.   Step 1 Download and install the Scraper Chrome extension Step 2 Log into marketo and go into the design studio. Click on Images and Files to display your asset library Then click on this button to open your library in it's own window.     Step 3 With the new window open, right-click in the white space to the right of your list of assets and select "Scrape similar..."   Set the selector options in the scraper tool to the following and the click the "Scrape" button. You should see a list of all your asset file names on the right side of the scraper tool. Click on "Copy to clipboard" and paste the file names into column A in your spreadsheet. **Note the scraper will only copy the file names that are visible on that page so you will have to repeat the Scrape / Copy / Paste process for every page of assets that you have.**  Step 4 After you've successfully completed Step 3, tidy up your spreadsheet to remove all the cells that don't contain a file name. Step 5 In Excel we'll use a Concatenate function to prepend your marketo URL path to all of your file names.  Example: "http://info.yourdomain.com/rs/555-ABC-777/images/" In cell B1 type =CONCATENATE("insert your url path here", A1 then press ENTER. You should now see the complete URL path and file name. Example: "http://info.yourdomain.com/rs/555-ABC-777/images/header.jpg" Select cell B1 and click the little square handle in the bottom right corner of the cell and drag it down to the bottom of your list which will apply the formula to the rest of your list. Now select / copy (Ctrl+C) everything in column B, then right-click cell A1 and choose "Paste Values". Delete all contents from column B and you should be left with all of the URLs to all of your image assets in column A.   Step 6 Create a folder on your C: drive or somewhere on your computer that you want to save all of your assets from Marketo Example: "C:MyImages" Step 7 - This is where the magic happens In the Developer tab click on Visual Basic In the Visual Basic window navigate to Insert > New Module Write the following Macro script into the Module window.  **Be sure to replace all of the highlighted areas with the path to the folder you created in Step 6. **Also be sure to change the number circled in red with the total number of URLs in your spread sheet   Click File > Save, name your file and **be sure to change "Save as type" to Excel Macro-Enabled Workbook** and close out of Visual basic. Step 8 Go back to the developer tab in your spreadsheet and click on Macros   Select the Macro that you just created and click Run. If you typed the script correctly Excel will begin to download all of the files in your spread sheet to the folder that you specified and alert you when the download is complete.    
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  Overview Add Leads to Static Lists Use Custom Fields Overview Lead records have two primary components – lead attributes and activity logs. Lead attributes are the fields and field values within the lead record. For example, Job Title is a lead attribute. Lead Name is a lead attribute. Activity logs record the actions Marketo or the lead themselves have taken. For example, sending an email to a lead is an activity that would show in the activity log. If the lead opens the email or visits a tracked page, those activities would show in the activity log as well.   Activities in the activity log are only retained for 25 months, or 37 if you have purchased the premium data retention option. The main way to store activity data beyond the Data Retention Policy timeframe is to use the Bulk Extract API. There are two other ways you can keep a reference of these activities after the end of the Data Retention period, and they can be referenced within the Marketo UI. This article will show you how that can be done.     Add Leads to Static Lists Static lists will retain lead membership even if the activity of adding the lead to the list has been removed. This will let you have lists dedicated to specific criteria that would otherwise be removed after the data retention time period has been passed.   For example, Smart Campaign membership history is not retained after 25 months. If you are searching for members of a Smart Campaign, but a lead first became a member of the Smart Campaign more than 25 months ago, the search results would not include that lead.   An easy way to work around that is to add your leads to a static list as part of the flow of the campaign. When creating your Smart Campaign, create a new static list with the same corresponding name (makes it easier to identify later). When building the flow of your campaign, add the "Add to List" flow step so that all leads going through the campaign will be logged on the list.         Use Custom Fields Lead attributes and their field values are not affected by the Data Retention Policy. Use Smart Campaigns to populate custom fields with values based on activities your leads take. This will allow you to filter leads by these lead attributes that are not affected by the Data Retention Policy. A side benefit to this is that it is faster to search by lead attributes than by searching through lead activity logs.   Example: This approach can work for many different activities, but let’s use form fill outs as an example.   Let’s say you want to be able to identify leads who have been very active and have filled out more than 5 forms over their lifecycle. You could use the filter “Filled Out Form” with the “Min. Number of Times” constraint set to 5. However, if one of those forms filled out occurred more than 25 months ago, the filter would only be able to access 4 form fill activities in the activity log. Therefore, the lead would not pass the filter.   Instead of using the “Filled Out Form” filter, set up a Smart Campaign to write to custom fields that show you how many forms they’ve filled out, and when the first one was. Here’s how to do it:   1. Create two new custom fields in Marketo, one Score Field, and the second a Date Field.   2. Create a new Smart Campaign   3. Add the trigger “Fills Out Form” set to “is any” to the Campaign Smart List     4. Add these two Flow Steps to the Campaign Flow: Flow Step 1 : “Change Score” Score Field Name: your score field name Change: +1   Flow Step 2 : “Change Data Value” Add Choice to Flow Step Choice 1: If “your score field name”  “is empty” Attribute “your score field name” New Value: {{system.date}} Default Choice: Do Nothing       This campaign will listen for any time a lead fills out a form, add +1 to your score field, and if it’s the very first form they’ve ever filled out, it will log the date of when it was done. If the lead has ever filled out a form in the past, there will already be a date value in the date field, so the flow choice would just skip over it and do nothing.       Results You’ll See: With the original goal of identifying leads who have filled out more than 5 forms you’ll be able to filter for leads that have filled out at least 5 forms. In addition, this campaign will let you search for leads based on when they had filled out their very first form, regardless of how long ago it was. Since it’s stored in a lead field, it’s a lead attribute that is not affected by the Data Retention Policy at all.      
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Issue Leads in a GoToWebinar event program have a "registration error" status. Solution If this is affecting all new leads registering for the webinar:  This is caused by Marketo losing connection with the GoToWebinar service.  To resolve this Go to Admin > Launchpoint. Open the GoToWebinar service. Re-enter your GoToWebinar credentials. Once this is done, you can go back to the webinar program and change the status of the affected leads from "Registration Error" to "Registered." If this is affecting only specific leads registering for the webinar:  Check the name, email, company, and job title fields for any special characters. GoToWebinar often doesn't allow special characters and will throw an error. 
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Issue Best practices for avoiding corruption in cloned assets. Solution When cloning assets you should always clone from the original asset. Say that you have email A, and you clone that original email into version B, and then clone version B into C, and clone C into D, etc.  There is potential for asset corruption when clones are cloned repeatedly. It is best to clone the original rather than making clones of clones. When creating assets, whether they are individual assets like emails or complex assets like programs, set one as the master asset and clone all copies from the master.
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Issue Why is there a difference between the Exhausted Count displayed in an Engagement Program Stream vs. a smart list using the "member of engagement program stream is exhausted" filter? Solution To account for the difference in a smart list that is displaying a different number of people that have exhausted the content in a stream, in the smart list account for the other conditions the Exhausted Count uses: Engagement Program Cadence of "normal" - this can be included as a constraint on the "Member of Engagement Program" smart list filter The members were not blocked - this can be included in the smart list by using the smart list filters: member of smart list is not blocklisted, unsubscribed = false, marketing suspended = false, email address is not empty and/or email invalid is false. Have not exceeded the communication limit at the last nurture cast - there is no specific smart list filter for this, so it will need to be manually checked in a lead's activity log. Root Cause The Exhausted Count represents the latest exhausted number after the last run/cast. It has other conditions like the nurture cadence of a member should be "Normal", and the member was not blocked or have not exceeded the communication limit at the last nurture cast. If the smart list is configured as follows, then it will display a different number as it does not account for the engagement program cadence of 'Normal' and if a member is not blocked and has not exceeded the communication limit at the last nurture cast. #1: Member of Engagement Program is any Exhausted Content is true Program is [Program Name] Stream is [Stream Name] Environment Engagement Program Exhausted Content Smart List
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  To increase the security and privacy of our customer data, Marketo Support has introduced the option for our customers to tell us whether they allow Marketo Support Staff and our authorized representatives to access their instance while troubleshooting support cases. PLEASE NOTE denying or delaying approval for Marketo Support Staff to access the instance might prevent us from fully investigating the issue raised in the support case, and can result in extended resolution times or the inability to fully resolve the reported issue.   Authorized Support Admin The Authorized Support Admin can set the remote access permissions for the entire instance by navigating to the ‘Manage Remote Access’ option in the Support Portal. This selection applies to cases raised under the entitlement by either the Authorized Support Admin or Authorized Support Users. This is a article attached image The options that are available are: All Cases: By default, Marketo Support Staff can access the instance for all cases raised under the entitlement. When a case is raised, this selection can still be changed during the case creation process. Approval Needed: By default, Marketo Support Staff are denied access to the instance for any new case raised under the entitlement. When a case is raised, this selection can still be changed during the case creation process. Never: Marketo Support Staff are denied access to the instance for any new case raised under this entitlement. This cannot be changed during the case creation process without explicit permission from the Support Admin.   This is a article attached image     Authorized Support Users Authorized Support Users can set the remote access permissions on a per case basis during the case creation process. Allowed: Marketo Support Staff can access the instance for the life of the case for troubleshooting purposes. Denied:   Marketo Support Staff are not allowed to access the instance at any time while this setting remains in place. If the Authorized Support Admin has opted to Never allow remote access, the permission on the case will be set to Denied and cannot be changed by an Authorized Support User. This is a article attached image   Getting Permission In the case where Marketo Support staff require access to an instance, and the remote access permission is denied for the case, the support engineer may request permission to be allowed access. There are two options to have access granted. Option 1: Granting Permission via the Support Portal Beginning in January 2021, the ability to allow/deny Marketo Technical Support access to your Marketo Instance can be managed on a specific case in the Case Detail page of the Support Portal. The "Remote Access Status" picklist field will display the current status of the case and can be updated. Please note that the ability to edit this field follows the same logic and rules as setting the account level permissions as detailed above. This is a article attached image Option 2: Granting Permission via Email Marketo's Support staff can send the Authorized Support Contact on the case (or the Support Admin, if the denial is at an account level) an email with a link that when clicked will update the case access level. This is a article attached image There will also be a comment on the case where this request is being made This is a article attached image If the access permission on the case is Denied, and the instance wide setting by the Authorized Support Admin is either All Cases or Approval Needed, both Authorized Support Users as well as the Authorized Support Admin can grant the engineer access for that case. If the access permission on the case is Denied, and the instance wide setting by the Authorized Support Admin is Never, only the Authorized Support Admin can grant us access for that case. After clicking the "Allow Access" link in the email received, you will be taken to a Thank You page and also another case comment will be added noting your approval for Marketo Support to access your instance for the duration of the support case. This is a article attached image This is a article attached image    
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Issue You want to set up a DKIM key on one of your domains or subdomains, but another service has a DKIM key already set up on the selector/domain combo.     Solution There are two approaches that can be taken here: The first is to get copies of the public and private key that are in use by the other service and provide that to our Support team. We will partner with our Deliverability team to work to process the request to have these keys copied into Marketo, so that both services use the same key.   The second option is to have a custom DKIM selector implemented. For example, there is already a DKIM key set up on m1._domainkey.unicorn.com. We can set up a key for m2._domainkey.unicorn.com or another custom value in place of m1. Let Support know what value you'd like to use for your custom selector and we will partner with our Deliverability team to implement the request. Afterwards, you'll be able to set up DKIM  as detailed in documentation: https://docs.marketo.com/display/public/DOCS/Set+up+a+Custom+DKIM+Signature Once the request has been submitted, please allow 3-5 business days for Marketo to process the request. Marketo's Support team will contact you when the request has been completed.
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These directions show you how to create a profile with access to Sales Insight while removing access for your other profiles.  These instructions assume you've already installed the Sales Insight AppExchange package.   Create a new profile If you have a dedicated profile for your Sales Insight users, you can skip this step.Otherwise, you should create a new one now.  Go to the Setup page and pick Administration Setup -> Manage Users -> Profiles in the menu.  Then click the New button at the top of the page:   Next, pick a profile to clone and give the new profile a name.  Click Save when you're done: Edit profile permissions Go back to your Profiles list.  For each profile, you'll need to edit it by clicking its Edit link: On the edit page, you'll need to change a few settings.  For profiles allowed access Sales Insight: In Custom App Settings check Marketo to make the Marketo app visible In Tab Settings, change the Marketo tabs to Default On In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config if the user should have access to the config settings For those that should not have access to Sales Insight: In Custom App Settings uncheck Marketo to hide the Marketo app In Tab Settings, change the Marketo tabs to Tab Hidden In Custom Object Permissions, uncheck Read, Create, Edit, and Delete on Marketo Sales Insight Config   Click Save when you're done with each one.   Changing views Next, you'll need to create a new view for your Sales Insight profile. These instructions describe how to set up the Lead page; repeat the steps to set up your Contact, Opportunity, and Account page layouts. Go to the Setup page, then pick App Setup -> Customize -> Leads -> Page Layouts and click the New button.   Clone your layout of choice and give the layout an appropriate name like Sales Insight Layout.  Click Save when you're done.   Follow the instructions in the Installation guide for configuring the lead detail page.Installing the Marketo Sales Insight AppExchange packageGo back to the Page Layouts section and click the Page Layout Assignment button.     Click Edit Assignment   Select your Sales Insight profile, then select your sales insight layout from the Page Layout to Use pulldown.Click Save when you're done.   Repeat these steps for your Contacts, Opportunities, and Accounts page layouts.   Other Changes   Here are some other places where Sales Insight items could appear.  You'll have to remove them outright since you can't use Profiles to limit access to them: Remove Sales Insight buttons from Search Layouts for Contacts, Leads, and Accounts Remove Sales Insight columns from Contact and Lead lists
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Included in this article   Overview Sync Filters for Existing SFDC Integrations Sync Filters for New SFDC Integrations Overview Many times it is necessary to prevent certain leads from syncing between Marketo and SFDC. There are a few different ways this can be done such as sharing rules on the SFDC side, but the most effective way is through a Marketo Custom Sync Filter.   A Custom Sync Filter uses a custom field to mark each lead record to indicate whether that lead is allowed to sync between Marketo and SFDC. Here’s how to get it set up!     Sync Filters for Existing SFDC Integrations   If you already have an SFDC integration in place but want to stop some already-synced leads from continuing to sync, this section will show you how to make that change.   1. Create a new custom field in Salesforce. The Marketo bi-directional sync will automatically identify the new custom field and map it between Marketo and Salesforce. The best field type to use is a Checkbox field within Salesforce and the field will need to be created on the Salesforce Object that needs to be filtered (i.e. Lead, Contact, or both). Once the field has been created in Marketo by the bi-directional sync, it will be listed under Admin > Field Management.   Note: A Custom Sync Filter field can also be created on the Account object to dictate whether an account is allowed to sync. This sync filter will be applied independently from the Lead/Contact sync filter.   2. Update the records in Salesforce with the corresponding value you need to indicate whether the record should sync or not. Sync filters can be set up in two ways—a True/Checked value can indicate that a record is allowed to sync, or a True/Checked value could indicate that a record is not allowed to sync. This choice is up to you.   3. The Custom Sync Filter can now be implemented. Contact Marketo Support and request a Custom Sync Filter be activated. Be sure you include the custom field name, which configuration you need (checked=sync vs checked=don’t sync) and also that all records have been populated with the correct values. Once it has been applied, you’re all done!     Sync Filters for New SFDC Integrations   If you are setting up a new SFDC integration with Marketo, you can set up the sync filter as part of the integration process. This will let you designate which leads and contacts are ever allowed to sync, but this must be done in the middle of the initial SFDC sync process.   1. Create a new custom field in SFDC. The best field type to use is a Checkbox field, and you’ll need to set it up with the same name on both the Lead and Contact objects. Note: A Custom Sync Filter field can also be created on the Account before the initial sync and it will be applied in the same way.   2. Update the records in Salesforce with the corresponding value you need to indicate whether the record should sync or not. Sync filters can be set up in two ways—a True/Checked value can indicate that a record is allowed to sync, or a True/Checked value could indicate that a record is not allowed to sync. This choice is up to you.   3. Begin your Salesforce Sync Setup but do not finish it . There are two sets of Salesforce Sync installations, one for Enterprise/Unlimited Edition, and the other for Professional Edition. For both Enterprise/Unlimited and Professional Edition versions, there are three documents that correspond to the three different steps: “Step 1 of 3”, “Step 2 of 3” and “Step 3 of 3”. For both versions, proceed through all steps of “Step 1 of 3” and “Step 2 of 3” completely. When you get to “Step 3 of 3”, you will only do the first half of the steps and then stop. Complete the sections “Retrieve Sync User Security Token” and “Set Sync User Credentials”, and then stop there. Do not proceed to start the sync.   4. This is when the sync filter needs to be implemented. Contact Marketo Support and request a Custom Sync Filter be activated. Be sure you include the custom field name, which configuration you need (checked=sync vs checked=don’t sync) and also note that all records have been populated with the correct values. Once it has been applied and the Marketo Support case is resolved, you’re done and can start your initial SDFC sync!
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Summary This method can be used when moving a CNAME from an old instance to a new instance. Often at times, when changing to a new instance, this question can come around, and ones would wonder how to do it or a solution on how to do it. This steps will show you the two phases which I will explain below. (Note: This would need to be done before the old instance deactivated) Issue A CNAME needs to be moved from an old instance to a new instance Solution NOTE: You cannot have the same CNAME in two different instances (Pointing to two instances, e.g. cname1.company.com pointing to instance1.mktoweb.com and instance2.mktoweb.com)   Key terms: CNAME 1 = Initial cname in the old instance CNAME 2 = Additional cname created in the old instance INSTANCE1 = Old instance (Instance Name) INSTANCE2 = New instance (Instance Name)   Phase 1 : --------------- 1. Create an additional CNAME (a replacement CNAME) which you would want to swap as the default in the second step. CNAME 1 > INSTANCE1 (Default) <Existing CNAME in the Marketo Admin > Landing Pages section> CNAME 2 > INSTANCE1 This would be the additional CNAME created for the replacement.   2. Swap the default with the replacement CNAME you just created in step 1 and set this CNAME1 as a domain alias in the old instance. CNAME 1 > INSTANCE1 A domain alias in the old instance. CNAME 2 > INSTANCE1 (Default)   —————————————————————————————————————————————————————————————————   Phase 2 : --------------- ** Transition might not be smooth during the cutover. 🙂 (The Landing page links might get some interruption during the cutover)   During the Cutover (Before the old instance deactivated) :  1. [Your Action] - To remove the CNAME1 which is a domain alias in the old instance (INSTANCE1)  2. [Your Action (IT Team)] - To create CNAME1 as a domain alias in the new instance (INSTANCE2).  ( During this time the link to old landing pages will be broken) 3. [You need to raise a support ticket to enable SSL for CNAME1 for the new instance (INSTANCE2).  If you have any questions, please contact Marketo Engage Support at https://support.marketo.com.   Environment Production/Sandbox
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Issue Description "Relative Score" and "Relative Urgency" values are not automatically updating in Marketo and CRM even when scores have changed on records.   Issue Resolution Resolve any configuration errors showing in the Sales Insight section of Admin.  Configuration errors between Sales Insight and your CRM can cause the relative scoring task to fail to update values of the "Relative Score" and "Relative Urgency" fields.   SFDC Configuration Instructions: https://docs.marketo.com/pages/releaseview.action?pageId=2360368    Microsoft Dynamics Configuration Instructions: https://docs.marketo.com/display/public/DOCS/MSI+for+Microsoft+Dynamics      Who This Solution Applies To Customers with Sales Insight   Is this article helpful ? YesNo  
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On the Schedule tab of a Smart Campaign, you'll see a count of the number of leads who are blocked from receiving emails:     Here are the reasons why your lead might be blocked from a mailing: Unsubscribed = True Email Invalid = True Marketing Suspended = True Blacklisted = True Email Address is empty Email suspended at in past 24 hours Leads that are blocked from mailings will run through the campaign's flow. However, these leads will be ignored any Send Email flow steps. They will execute all the other flow steps of the campaign. Note: If your Email is flagged as an Operational Email, Marketo will ignore the Unsubscribe and Marketing Suspended flags when running the Send Email step - but these leads will still count in the number blocked from mailings. Getting a list of all blocked leads First, set up a Smart List in your Lead Database to find all leads blocked from mailings as shown below. Make sure to set the list for ANY filter as highlighted below:   To find leads were blocked in a campaign you already ran, filter for leads in the Leads Blocked From Mailings list you just built and members of that campaign: To find leads will be blocked in a campaign you are going to run, filter for leads in the Leads Blocked From Mailings and re-create the Smart List for your campaign:    
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