SFDC Sync Issue

[Christian_Tovar]

Hello,

I just came across a record that is actually a retail contact but it's not syncing in Marketo.

Anyone have an idea how I can trouble shoot this?

This one is shown in the "info" view:

This shows in the company info view:

[Floyd_Alvares1]

Hi Christian,

Can you provide an example or more information as to what you mean by the contact is not syncing in Marketo?

I am assuming the screenshots above are from within the lead records in Marketo?

Thanks

Floyd

[Carrie_Chandle1]

Hi Christian Tovar‌ - Are you using a custom sync rule between SFDC and Marketo? Any errors about the sync showing in your Marketo notifications?

[Christian_Tovar]

I believe so but not entirely sure. I know that our instance only syncs from SFDC to marketo. So, if a lead is added from Marketo it doesn't add that to the CRM. We have to manually add it to SFDC in order for data to start feeding to each other. 

[Gursimran_Chand]

If you are using custom sync rule as Carrie mentioned, then check if "Sync to Marketo" checkbox (or something similar field) is unchecked or checked. If unchecked, tick the box.

[Denise_Greenbe7]

Hi Christian,

I'm curious what you mean about not syncing also. However, there are 2 SFDC Type fields - one is on the "Person" where the two choices are "Lead" or "Contact"; the other is on the Account and is mapped to the SFDC "Account Type" field. Your screenshots appear to be from Marketo (as noted above) showing that the person is a Contact (as opposed to a Lead) attached to an Account where the Account Type is RETA - Retail.

[Christian_Tovar]

Hi Denise,

That is absolutely correct! Thank you for explaining that. I've asked our Sales Director to update the lead so there is no longer any confusion.

Thank you!