CRM Synch Stats Dashboard Now Available

Ather01
Marketo Employee
Marketo Employee

CRM Synch Stats Dashboard

 

I’m happy to share a long-anticipated feature that be made available to our valued customer who use our Native Marketo CRM Synch Connector. It’s a new dashboard that provides key statistics on CRM synch data over a period of time.

 

Key Features

This dashboard provides a host of key data points to Admins as noted below:

  • See hourly synch volumes of all objects over the last hour.
  • Details on the actual count of objects in the backlog with estimated backlog processing time.
  • View the backlog the status and see which objects synch volume is normal or growing.
  • Timestamp as to when the volume was established, and when the next fetch time will be.
  • Ability to manually refresh the data to provide the most up to date view.

 

 

Ather01_0-1728403898939.png

 

 

The Backlog Trend tab provides a graphical view of the synch volumes over the last 5 days.

 

Every object that is enabled for CRM Synch can be tracked within this dashboard. Backlog data is updated every hour, and average records synched along with estimated times are calculated every 15 minutes.

 

 

Ather01_1-1728403898941.png

 

 

Accessibility

These new views will be accessible in the Admin section of the UI under the Integrations tab and part of the Salesforce Management menu where new tabs have been created. As its part of the Admin functionality, it is only available to the Admin Role.

 

 

 

Ather01_2-1728403898949.png

 

 

Other Features in Next Release

Users will receive Notifications (where) when backlog starts to grow over normal synch rates.

Notifications will contain a link to a best practices guide to follow which will provide guidance on how to best manage your CRM Synch integration for optimum performance and reduced synch failures.

 

Availability

This targeted release date of this dashboard is planned for the end of October for all customers.

 

1142
5
5 Comments
derelict_wombat
Level 5

Curious if anyone has seen this in their instance yet?  Release notes are showing that its "shipped" but we don't seem to have access yet. 

Ather01
Marketo Employee

Hi there,

Yes this was released on 10/28 and should be available on the Admin Panel per the screenshot. If this is not visible, message me and I will look into it for you.

 

Thanks,

Ather

 

derelict_wombat
Level 5

Thanks @Ather01! Sending you a message right now.

michellechopin
Level 7 - Community Advisor

@Ather01 I saw this presented at a recent conference I was at and seeing this post now reminded me to ask - will there be the same option available for MS Dynamics integrations? This is a great addition for more/additional information on CRM sync so hoping we get to use it as well!

Ather01
Marketo Employee

Hello Michelle,

Yes, that is our plan for later this year. We don't have an exact date yet but will definitely be announcing that on Marketo Nation when we get closer to a formal date. 

Regards,

Ather