Hi Marketo Community,
Has anyone run across any weirdness on any of their lead scoring fields whether Marketo's Lead Score field or a SFDC Custom "Score" type field not updating and showing the correct sum of the "Behavior Score" and "Demographic/Firmographic" Scores?
I ask because we are currently experiencing this issue. Note***: Since we re-did our lead scoring model last year, our scoring fields are SFDC Custom Fields in Marketo and are "Score" type fields.
Assuming, Lead Score = Behavior Score + Demographic Score:
1 - When a lead is created, it gets scored based on firmographic data and behavior activity in Marketo right away. When the initial SFDC Actvity Sync: Insert occurs, the Demo and Behavior Score pushes into SFDC.
2 - In SFDC, we have a workflow field update (not a formula field) for our Lead Score field. This workflow field update sums the Behavior and Demographic Score and populates the total of B+D in the SFDC Lead Score field.
3 - When it was working, Marketo would recognize the new change in the Lead Score field in SFDC and update the field in Marketo rather quickly.
Our inbound lead assignment smart campaigns rely on this Lead Score field to automatically assign a lead to Sales when they reach a certain scoring threshold, but leads aren't being assigned out because the Lead Score field is not pulling the summed value from SFDC. It keeps trying to write the original Lead Score field from the initial sync that happened upon lead creation. It won't update after the first SFDC Sync.
Note: This is only happening to our SFDC Custom Lead Score field. All other fields are syncing correctly between Marketo and SFDC.
I am currently working with Marketo Support, but no answer yet to why this is happening.
I have had our partner Marketo agency's Developer look into it and he has never seen anything like this either and believes it is a bug.
I'm sure that other Marketo users have a similar lead scoring implementation/model as us so I wanted to see if anyone has noticed any issues recently.
Solved! Go to Solution.
Here’s the information I got from our engineering team.
The ability to have SFDC score changes update values back inside of Marketo was a bug and that bug got fixed when a patch rolled out to correct something else related to the changes to the Marketo Salesforce sync.
Here's what was going on:
All score fields, even custom ones, are set by design to be “Marketo-win” fields so the values on the Marketo side will always push back up to SFDC and overwrite the value on that side. That’s the expected behavior, but there was a way that behavior could be accidentally overridden. That ability to override expected behavior is the bug that was fixed.
Here’s how it worked.
There are two settings at play, the “Marketo always-win” setting and the SFDC Read-Only setting on the field itself. Score fields are set to Marketo always-win by default. If you set the field as Read-only from the SFDC side, it’s supposed to block updates from Marketo coming up to SFDC, essentially in effect creating an SFDC always-win situation. This conflict is what the bug took advantage of to force the score change from SFDC down to Marketo, despite the expected behavior. The other piece to the puzzle is that it only happens when the two field settings are set in that way to create that conflict, which is why some people experience it and others didn’t, (like we found out here and here).
What's been done:
The bug got fixed, so custom score fields will always win on the Marketo side. However, that doesn’t have to stay that way.
Changes you can make to the behavior:
If you’d like to change that setting, we can enable it to allow score changes from SFDC to come down to Marketo by putting in a service request with Engineering to switch off the Marketo always-win setting. That will make it a true bi-directional sync where changes on either side will be allowed to sync over to the other side and stick so they aren’t overwritten.
Disclaimers about changing the behavior:
What to do next:
Test this behavior out before submitting the case to Support to have it changed. Engineering has released patches to correct the behavior and you should re-test your fields to be 100% sure of what they are doing currently as of today before submitting a case asking for that behavior to be changed.
If there are any other questions at all, you can post them here, but you can also Contact Marketo Support to get answers specific to your particular use case.
I am observing the exact same behavior on another instance. In fact all score fields have stopped to sync from SFDC to Marketo.
This is following some questions I was asking there: Changes to Marketo Salesforce Sync – Questions and Discussion
In fact, I feel (from your comment in here https://nation.marketo.com/message/108801#comment-108801 , Mike ) that the changes you have made to the sync recently have stopped an unoffical behavior: the lead score used to sync BOTH ways, and many companies have used that to overcome the inability for Marketo to sum up 2 fields...
I'm checking with our Product team on this directly. This same question seems to have been going around a few times in the past and I keep getting different answers on what is expected behavior. Once I have more conclusive info, I'll let you know.
You are correct. The "score" type field was working perfectly fine before.
In the meantime this issue gets sorted out, I created a new field for Lead Score in SFDC as "number" type. It synced over to Marketo as "integer" type field, and the "integer" field type is working correctly. My new Marketo Lead Score field is updating the correct value from SFDC every time there is a score change.
Luckily, we do not have any smart campaigns that change the score for Lead Score specifically so it was easy for us to replace the non-working lead score field with the new lead score field I created in all of the smart campaigns. Our lead scoring campaigns in Marketo only change the score for our Behavior and Demographic score fields.
This wasn't an ideal solution, but we had to do it in order to re-trigger our automatic lead-routing/assignment campaigns based on score.
Yes, this is the workaround. You can even make your number field a formula in SFDC, to make it simpler, as described here:
Just so you know, I'm still looking into what the expected behavior is with those custom score fields. Like I mentioned in the other post, this is a strangely complicated one. More info to come.
Greg, Shirleen Solares
I'm working with our Engineering team on this. Need to confirm a couple of points and this is what they're asking for:
1. Are these fields read-only in sfdc to the marketo synch user? (Believe so from the database)
2. If these fields are read-only, are they expecting that the value synch should be one way from sfdc to mkto? Meaning that only sfdc value can be synched to mkto and mkto value won't be able to synch to sfdc.
My understanding is that the behavior we're looking for is a true bi-directional sync where values changed on either side, in SFDC or in Marketo would then be updated on the opposite side. In that case the the field permission should not be read-only, and should allow the sync user write permission access. Could you confirm on those details?
Re-posted same question already in All score fields have stopped to sync from SFDC to Marketo
No the fields are read-write in SFDC for the Marketo user.
In the 2 instances I have been running the tests, the Marketo user is system admin. This means the user as the "modify all data" SFDC permission. In other words, all fields are read-write, except for formula fields, which the score fields are not.
I just opened up a case for you on this profile you're using here. I need to get some detailed info that's better not to post, plus the case helps us maintain tracking and accountability when working with Engineering. Could you take a look for it please?