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Re: Resetting Lead Score from Salesforce

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Kenny_Elkington
Marketo Employee

Re: Resetting Lead Score from Salesforce

Hey Annie,

When adding the VisualForce Pages to the Contact layout, the page is called Contact, not Lead, and the same applies tot he Account and Opportunity pages.
Anonymous
Not applicable

Re: Resetting Lead Score from Salesforce

Ok, I can  now see the VisualForce section in contacts, but the drop down box with "Actions: Add to Marketo Campaign" is not there. My Salesforce admin said that he thinks the code with the dropdown must not be in the visualforce contact object that you had us add....
Anonymous
Not applicable

Re: Resetting Lead Score from Salesforce

And you checked to ensure that the Contact exists in Mkto as well?
Anonymous
Not applicable

Re: Resetting Lead Score from Salesforce

I've looked up five random people in Marketo and they are all leads. How can you find a salesforce "contact" in Marketo? Is there a chance my "contacts" are not syncing to Marketo? How do I go about ensuring this is happening? (if it's easier, we can jump on a call - you can email me at annie.dimatteo@universalmind.com - my Salesforce admin is happy to jump on a call with you, which may be a lot easier than going back and forth via emails over the forum!)

Thank you in advance!
-Annie
Kenny_Elkington
Marketo Employee

Re: Resetting Lead Score from Salesforce

Hey Annie,

The easiest way to do this this is to create a Smart List with 'SFDC Type is Contact.'  This will pull up all of the record in your Marketo DB with that type.  If there aren't any contact records, your syncuser is likely missing CRUD permissions in the Standard Object Permissions sections of its profile.
Anonymous
Not applicable

Re: Resetting Lead Score from Salesforce

Thank you, that helped. I see that some of the contacts are syncing. I did a check on some names I know one of our cold callers entered (meaning he has probably called them, and they should be starting to accrue a lead score) - I checked and some of those contacts were not in Marketo. Any ideas on why that might be? Is there a way that we can have more control over which contacts are syncing? (as a side note, we hired a salesforce consultant, and he is having us move every person over to contacts, so we will no longer have "leads" and "contacts", just "contacts", so it is important to me that I understand how this works before everyone gets moved to a contact!)

Thanks!
-Annie
Anonymous
Not applicable

Re: Resetting Lead Score from Salesforce

Hey Annie,

You may want to escalate this to support since they are able to look into your system. All of the Contacts should've synched over (and continue to sync over) unless you have a smart campaign in place that deletes them from Mkto while leaving them in SFDC.