Double check the API name you used for the fields you created on the Lead object. If they aren't exactly correct, it won't match up to the existing fields in Marketo kick off the backfill. They'd just come through as new custom SFDC fields.
That's another thing to check also. Go to Admin > Field Management and find the Lead Score (or other) fields. Click to highlight it and look for the CRM Field Map in the middle of the page. The screen shot I have below still shows both of the old fields on the SFDC side with the mkto2_ API names. But, my suspicion is that you'll have one of those Field Mappings (the Contact) with the correct new mkto71_ API name, and the other (the Lead) with the old one. That would indicate that you got the Contact API name right but had an error with the Lead object API name, so it didn't match up. That's when you'd want to check down in the SFDC Custom Fields section for the field down there.
Now, that's not the only explanation. It could be as simple as you don't have any SFDC Lead records that have scores or other values. When your Marketo Lead records sync to SFDC for the first time, they are SFDC Lead records. You can then convert them to SFDC Contact records, and the Marketo Lead record switches over to sync to that SFDC Contact record. On the SFDC side, they're technically two different records, one Lead, the other Contact, meaning they have different Lead/Contact ID numbers. In Marketo, the record there can only sync to one and only one record. What that means is, during the backfill, the field values will never sync into the SFDC Lead records if those records have been converted to SFDC Contact records -- they'll only sync into the SFDC Contact record.
Here's how you can check for that. Create a smart list in Marketo with two filters: "SFDC Type" set to "Lead" and also "Lead Score" set to "Is Not Empty". If it pulls back any results, then that means you have SFDC Lead records that have a score in them. Those score values should have backfilled into SFDC, but if you find those corresponding Lead records in SDFC and they don't have any lead scores, something's wrong. If the smart list pulls no results at all, then it means you just don't happen to have any SFDC Lead records with values that needed to be backfilled.
Kind of a complicated set of things to check for, so let me know if you need me to clarify any parts of it at all. Happy to explain it further.
Thanks,
Mike
Hi Mike,
It's nothing of the above. I'll use the field Acquisition Program as example, right now I have:
- A few 24 leads that have the correct value in both the old and new fields (screenshot mkto-sfdc-both.jpg). All of them had some kind of activity update by marketo in the last couple of days.
- 1 that has values only in the new records (someone automatically created yesterday in the database, which means the fields are correctly mapped, etc.) (screenshot mkto-sfdc-new.jpg)
- Almost 15.000 records with only values in the old field (screenshot mkto-sfdc-old.jpg).
I just tried "Sync Person to SFDC" with one of the ones that had an empty new field and it works, now the field shows the right value, so I guess I have to "Sync Person to SFDC..." all of them? Is it normal to have to do that? I thought they would sync automatically.
Thanks.
Irene
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