Veronica_Holme4

Veronica_Holme4 · ‎02-26-2019

When I saw your screenshot I thought that your SFDC team had just renamed the Contact object as Individual - should definitely check. But I made this assumption because quite honestly if it was Individual the objects were associated to, you would not see the associated custom objects in the sync. Nonetheless, because none of us can get into your system to troubleshoot, I definitely think Support is the right call for now.

Veronica_Holme4 · ‎02-25-2019

Let's hit the really obvious thing first - Are you experiencing a sync backlog? You didn't say how long after you synced that you tried to check the smart list.

Veronica_Holme4 · ‎02-24-2019

OK, from that I'll assume you are using Salesforce. But it still doesn't really narrow it down. There's a bunch of things you need to check. - Have you properly installed MSI app onto the contact page layouts? - Have you mapped the MSI fields appropriately between lead and contact for lead conversion (fields like Urgency, Engagement etc)? - Does Marketo have the right permissions to write to the Contact in your instance? That'd be the initial places I'd start to troubleshoot. I'd like a bit more information though - when you say "got lost" what do you mean? And what specific MSI information are you referring to?

Veronica_Holme4 · ‎02-24-2019

I'd say it's a lot more nuanced than B2B versus B2C. I know a lot of B2B businesses with huge volumes who want to focus on transactional email that have bought Adobe Campaign, and I've worked with many B2C orgs that need Marketo's lead management functionality. I think it's more useful to think in terms of business need. As someone mentioned above, Marketo is strong wherever an organisation requires a lead management function - scoring, CRM integration, sales capabilities, account based marketing, etc. Essentially you can consider this either B2B or what Marketo calls B2C considered purchase. If it takes a while for a consumer to make a decision (financial services, cars, luxury purchases, higher education, there are many other examples) and they need to have leads managed, prioritised, assigned, scored, and the lead needs to be nurtured, Marketo comes into play. Adobe Campaign struggles at all those things, but they have a wonderful toolset for consumer/web/segmentation/targeting/adcloud with large data volumes.

Veronica_Holme4 · ‎02-24-2019

I would consider starting a new thread rather than lengthening an old one. You've got a better chance of developers who know something about this specific issue seeing it.

Veronica_Holme4 · ‎02-24-2019

It's quite limited what you can do in terms of triggers based on anonymous activity, but yes you'll be able to know if an anonymous person from a target account has visited your site.

Veronica_Holme4 · ‎02-21-2019

You don't need routing rules without partitions. There's only one partition/database that's shared by all workspaces, so nothing to route.

Veronica_Holme4 · ‎02-21-2019

You can't really do anything with anonymous visitors except track their behaviour in munchkin and have the last three months associated with the person when they become known. Once someone becomes known you can use their munchkin data to perform actions.

Veronica_Holme4 · ‎02-21-2019

Not from Marketo, no. Even though you say you do not use the leads object, everyone has it, and you have to use it to pull off what you're wanting with the native sync (note there are many different ways of doing this with a custom API, but I try not to build stuff if I don't have to). The reaosn this can't be done is that there's no way for Marketo to figure out what objects you want the Contact associated with when it gets to SFDC. What I have done with many clients in this situation is to create an apex trigger in SFDC that "converts" the lead directly into a Contact when a lead is created. Then you can use all the contact/account matching tools within SFDC that can help you ensure duplicates aren't created and the right records are created.

Veronica_Holme4 · ‎02-21-2019

This method recommended by Sanford 100% works. It's how I do all my license renewal and trial comms now. Blissfully easy.

Veronica_Holme4 · ‎02-18-2019

Remembering to disable munchkin tracking on the Marketo LP...

Veronica_Holme4 · ‎02-18-2019

I'm afraid it isn't, no. Only the Actual Cost field is synced to the Period Cost specified in Marketo. Not from Marketo. You could run a process builder in Salesforce that updates Budgeted Cost if Marketo puts a value in Actual Cost. Vote up the idea for having Program-specific fields in Marketo that could sync to SFDC campaign fields!

Veronica_Holme4 · ‎02-18-2019

For out of the box, you want the Marketo Events Check-in app. It only works on tablets (Apple and Android) but search for Marketo Events app in the app store of your choice. Marketo Docs instructions on how to use it here. https://docs.marketo.com/display/public/DOCS/Event+Check-in There are a lot of very well published and often discussed limitations to the out of the box app that you will find if you search the community.

Veronica_Holme4 · ‎02-13-2019

Yeah, that's weird, but there are some fields in Field Management that are not available for use in smart lists as they are considered system fields. Is this a standard or custom field? Are you able to tell us which field?

Veronica_Holme4 · ‎02-13-2019

Hi Olya - honestly where you send the email from won't have any impact on its deliverability - sending from Marketo or MSI is the same (both sent from Marketo, just one appears to be inside Salesforce).

Veronica_Holme4 · ‎02-06-2019

Tasks can only be assigned to one person in Salesforce - that field you are trying to change (or add a token to) is the task assignment field, not the notification field. Marketo doesn't send a notification to the person in that field - but Salesforce might be. If you don't want to use Send Alert as suggested above (which is really the best option here as it's not difficult to set up a simple email alert asset) you could set up a notification engine in Salesforce that notifies someone else other than the Sales Owner when the task is assigned.

Veronica_Holme4 · ‎02-06-2019

Hi Troy - if you insert that step now, running a report on that channel going forward your historical programs in the program performance report will show that step, but the number will be 0 because you did not use Program Status Changes to move anyone into that status within that program. It shouldn't throw your numbers off, you simply have to realise (and remember) why before a certain point the value in that step in programs is always zero.

Veronica_Holme4 · ‎02-06-2019

Hi Olya I assume you mean can Sales use MSI to send bulk emails from within Salesforce instead of one at a time. The answer is yes, but only if you are still using Salesforce Classic, not Salesforce Lightning. You will need to get your admin to create the Send from Marketo custom buttons on the Lead and Contact list views. Instructions here Custom buttons don't exist in Salesforce LIghtning, so this Marketo feature became sadly unusable and a fix has never been created (as if this point in time...) There is a send limit - it's defined by the maximum number of Leads and Contacts you can put in a list view in Salesforce, which is 250. This feature is not constrained by the Salesforce emailing limit though so you can do multiple sends if you need to do more.

Veronica_Holme4 · ‎01-22-2019

Hi Sean - yes, if Marketo has the right sync user permissions when you add custom fields to the Opportunity you should see them in Field Management and as constraints in your smart list filters. You won't need Support for that. Support mostly get involved when you want to re-map fields that have already synced.

Veronica_Holme4 · ‎01-20-2019

Nope, it's not, but Marketo's preview capabilities are convoluted. My best advice for this scenario is to set up a Contact test list. You can use up to 100 leads/contacts in this scenario. Make the list clever by putting dummy data in each one that means they'll fall into your different segments. Clearly mark the list as "Internal Seed List". When you are previewing your email, choose "View by List" and choose your test list. Then click Send Sample. You will have an option called "Send variations from person list". If that seed list is good enough, you'll see all the different variants sent to you. Note that the tests are sent to YOU, not the people in the test list, so it can be all totally dummy data. The tests will reflect whatever segment/s they are in and display the appropriate dynamic content. Most of the work here is in setting up test lists with good content that ensures the test leads fall into the right segments.

Veronica_Holme4 · ‎01-06-2019

Indeed - yes. All functions that impact your system globally like this should be run in the Default workspace as a general rule.

Veronica_Holme4 · ‎01-03-2019

The golden rule is that Marketo doesn't update records from Salesforce unless the SystemModStamp on the Contact record is updated. Check one of the Salesforce Contacts pre and post account merge and see if this stamp is updating. It's possible (in weird circumstances) that the Account merge doesn't actually change anything on the Contact record itself, or perhaps only impacts formula or roll up summary fields that Marketo struggles to recognise updates to. If the sysmodstamp is updating in the Contact in Salesforce but this is not syncing to Marketo, it's time to call in Marketo Support to do a deep dive analysis of the issue.

Veronica_Holme4 · ‎01-03-2019

If you want to control the Activity Sync to such a granular level use the Add Task flow step in the smart campaign instead, and set the task status to "Completed". Add Task with a status of completed and logging an activity through the sync has the same practical application in Salesforce. It adds a completed activity to the record. It just requires setting up a whole bunch (like LOTS) of additional triggers which is why nobody really wants to do it this way. Tokens (even Trigger tokens) will also work in the subject and comment fields. But it's the only way to do it at a campaign specific level.

Veronica_Holme4 · ‎01-03-2019

Nope. I checked recently. Still not supported and no plans yet to do so. Marketo still follows only the "Primary Account" relationship. It's a nightmare for Non Profit and Higher Education pack Salesforce users.

Veronica_Holme4 · ‎01-03-2019

Yes, +1 to what Jim is saying - notice that this functionality in the Admin is called "Initial Partition". It's primarily used for when new leads come down from CRM. It's best ignored honestly as it isn't that useful. This is the biggest error people make in workspaces/partition management. For full control, build yourself a smart campaign and utilise the "Change Partition" flow step. Follow the instructions here: Change Person Partition - Marketo Docs - Product Documentation

Veronica_Holme4 · ‎01-03-2019

In cases like this where it's not really a how-to so much as unexpected behaviour, you are best to go directly to Marketo Support. Beyond inserting the token correctly (and using only when Send Alert is being used as the flow step) there's not much you can do to troubleshoot.

Veronica_Holme4 · ‎12-20-2018

OMG. Why have I never thought of doing that? Nice.

Veronica_Holme4 · ‎12-20-2018

I think you are getting confused between a partition and a workspace. A lead can physically only exist in ONE partition at a time. If a workspace has access to that partition (and workspaces can have access to multiple partitions) then that lead can be used in a smart campaign in that workspace. If the workspace you are in does not have access to the partition the lead is in, it cannot see it and that person cannot be part of that smart campaign.

Veronica_Holme4 · ‎12-20-2018

Renaming a channel is just a label - it shouldn't have any issues. Renaming or changing program statuses (progression steps) would be more likely to cause you issues. If you are leaving those alone, I have never had an issue with this.

Veronica_Holme4 · ‎12-20-2018

If you could get the link to the picture to be stored in a field in Salesforce (or at least the unique part of that link that points directly to the picture), then you could render that through a token. But you would somehow/somewhere need to have that stored in a field for it to be usable in a token. Also, the field would need to be on the lead/Contact, not the user. Marketo doesn't have salesforce user object tokens. I've seen this done by storing all the pictures of your sales reps on a server somewhere, with very strict naming conventions like www.domain.com/imagedirectory/firstlast.jpg, then using tokens like www.domain.com/imagedirectory/{[lead.First name}}{{lead.Last Name}}.jpg to create the image link, which renders the image.

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