Re: Marketo Sales Insight - Missing details on Account Screen in Salesforce

Anonymous
Not applicable
We just put Marketo Sales Insight on our Account page layouts (previously they were only on Leads and Contacts) and I've noticed a couple instances with Accounts where there is no information in the Sales Insight window - even if the details ARE available on the Contact(s) from that account.

For instance a particular company is showing - "No interesting moments for [Company Name]",
But when looking at the Contact on the account there are several recent interesting moments listed.

Any idea why?
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5 REPLIES 5
Anonymous
Not applicable
Thanks for the reply -

It seems like for many of them - they do have contacts with very old interesting moments (12 months +)

However I just found an example where 1 contact had an interesting moment from October (so not totally recent, 6 months ago) - and then another contact from the account was created last week (no web activity but Milestone interesting moment of "Milestone: Original source: salesforce.com" 
Sara_Greaves
Level 5

Hi Sarah Stevenson,

Did you ever get this figured out? We're having the same problem as well.

Anonymous
Not applicable

No its never been figured out ... sorry 😞

Doesn't seem like Marketo has given much thought to their Salesforce app in sometime either...

Anonymous
Not applicable

This may be a Salesforce issue. I know that we had it set up to the default with Salesforce where activity data could only be reported on if the activity took place within the last 365 [rolling] days. I know this is specifically for reports, but you may want to contact Salesforce support and ask them to extend the data availability to at least 3 years. Not sure if this would work for this issue, though.

Delinda_Tinkey1
Level 5
I have seen that happen before. If I recall it had to do with the fact that the interesting moments were archived on the account. I forget how long they stay visibile there, but my guess is a few months.

Check the contacts - how long ago did the interesting moments take place?