Jep_Castelein2

Hi Michael, this can only be done via the Marketo API, so you'd temporarily capture it in Person fields, then use the Marketo API to save it as a Custom Activity, or better, save it as a Custom Object (since custom activities will be deleted after 2 years). Marketo Consulting is working on a standard solution for this, but that will be at least a couple of months before it's generally available. A savvy developer should be able to build it for you today. ... View more

You can do a 'describe' to get all field details: http://developers.marketo.com/rest-api/lead-database/leads/#describe ... View more

Hi Andy, in the past your instance had a custom dedupe rule for Email + Partition ID, which means that dupes are allowed across Partitions, but not within a single Partition. This rule may still be in place. However, within a single Partition it should not create dupes, unless the dupe comes in from SFDC. It is a common issue that dupes are created when records are created in Marketo and SFDC concurrently, then the SFDC record sync to Marketo and creates a dupe. ... View more

Marketo Services is offering an add-on that will allow you to cap the number of event registrations. Also, it can show an 'event closed' page at a specified date. While it's obviously not a built-in solution, it provides an option for those who urgently need this. If interested, email services@marketo.com ... View more

just hide the field and create a new one. If you'd like to delete it, check with Support and see if deleting is possible ... View more

yup, we have migration scripts that use the API to copy over all images, update references, etc. But scripts or no scripts, a migration is always a lot of work unfortunately. This type of manual migration is necessary when you are merging instances. If you want to migrate everything to a new instance, we can use 'instance copy' which copies over all assets. Leads or activities won't come over in an instance copy. And just FYI, if you are getting a new Marketo instance because of a change in CRM system, there is now an experimental "remove CRM" option that enables reconnecting an existing Marketo instance to a new CRM system. ... View more

Not sure about your specific setup, but ideally you should store an event date in a Program Token, not in a Custom Object. Same for Event Content, that should ideally be in Program Tokens. ... View more

Agree with Sanford. But what are you going to do with the Forms after downloading? There is no standardized format that you could import them into FormAssembly or some other form tool. Or do you just need a listing of Forms in an Excel sheet, not the actual Form fields? ... View more

Not possible at this time. Good idea though. Jep ... View more

I realize your post is from 2014, but wanted to provide an update for later reference. Marketo has developed a 'remove crm sync' tool, which is currently still experimental. It removes the SFDC or MS CRM sync from Marketo, including all Opportunities, Company records, Sales People, SFDC Campaigns and SFDC Activities. It can then be reconnected to another CRM. It also opens up the Company, Opportunity and Sales Person APIs if you need to do a custom sync (for example for NetSuite). The 'remove crm sync' tool is currently still 'experimental', meaning that it is not officially supported. So far we have seen good results: it can be used to remove a native sync, then create a custom sync via the REST API. It also can be used for changing from one SFDC instance to another (or Microsoft CRM), going from SFDC to MS CRM and vice versa. Switching between natively-synced CRM instances is more work than removing an old native CRM sync, because the switch also requires extensive field mapping and deduplication of new records. There is still a fair bit of work involved, but it's a lot easier than moving to a new instance, and most importantly it retains all activity data. If - for whatever reason - the tool doesn't work for your particular Marketo instance, it may still be necessary to migrate to a new instance. However, so far that hasn't been necessary. ... View more

Just for reference, I worked with Valerie to run the experimental 'remove crm sync' tool, which removed the SFDC sync, all Opportunities, Company records, Sales People (= SFDC User object), SFDC Campaigns and SFDC Activities from Marketo. It also opened up the Company, Opportunity and Sales Person APIs. That allowed the NetSuite integration provider to populate those Objects with data from NetSuite using the REST API. There is still a fair bit of work involved, but it's a lot easier than moving to a new instance, and most importantly it retains all activity data. The 'remove crm sync' tool is currently still 'experimental', meaning that it is not yet officially supported. So far we have seen good results, including changing from one SFDC instance to another (same for Microsoft CRM), going from SFDC to MS CRM and vice versa. Switching between natively-synced CRM instances is more work than removing an old native CRM sync, because the switch also requires extensive field mapping and deduplication of new records. But it usually beats having to migrate to a new instance. ... View more

Anna, Marketo Professional Services also offers an "Event Cap" solution. It will redirect to an 'event full' or an 'wait list' page when the capacity has been reached. If interested, you can reach us at services at marketo dot com. ... View more

Jas, I don't think this applies to your situation because your company already purchased SSL Secure Landing pages from Marketo in the past, however, we  just launched a new Secure Landing Pages product for which Marketo procures the SSL certificate. The end result is the same, so there is no functional benefit in switching to the new product, it's just a simplified implementation process. Everyone who is interested in this should contact their customer success manager. ... View more

Hi Jas, while it would be ideal to prevent duplicates from being created, in reality this is not always possible. It sounds like it will be hard to prevent duplicates in your situation. Marketo has developed an ongoing deduplication solution that will merge duplicates almost immediately after they are being created. This is the successor to the Marketo EasyMerge service, which can only do one-time cleanup, not ongoing. Your Customer Success Manager can tell you more about the new deduplication solution. ... View more

Instead of using the standard "Create Task" Flow you could use a Webhook to create the Tasks. You actually need 2 webhooks, one to get an access token and store it in a custom field, the second webhook to create the Task. Below is an example using some attribute, but you can add any attribute you want (as supported by the SFDC REST API). ... View more

Not sure if you've already engaged with Marketo Professional Services, but we are able to extract activities from your old instance and push them into your new Marketo instance as custom activities. If desired, we can also provide you with a backup of the data. By default, we use the SQLite database format. You can then write a script that takes the data out of SQLite and pushes it into PostgreSQL. In addition to migrating person/activity data, we can also restore List Membership, Program Membership and - if desired - migrate assets like Snippets and Images/Files. ... View more

Hi Dan, I created the 'localhost' duplicate solution you are using in 2011 and it has always been an unsupported solution. However, it has worked successfully ever since. The '302' response is the expected response. It is because the Form is trying to redirect you to the thank you page. There may be a delay in the new record showing up in the search due to the indexing delay. It is fine to use this solution as long as it works, but indeed, if anything goes wrong, support won't be able to help with this. It would be a better solution solution to use a Webhook to call a proxy service outside of Marketo, which then creates the new Lead record in Marketo using the REST API. Azure Functions would be an ideal environment to build such a service (Azure Functions—Serverless Architecture | Microsoft Azure ). Potentially even better is to add the Lead to a Static List and have the external service poll the List. This is more scalable and allows for better error handling and retries. Nevertheless, based on the write-up above I am not sure that anything is going wrong in your setup. The 302 message is expected and the Lead not showing up in the search could be due to indexing delay, If there really is a Lead visibility issue, it should also occur with Leads created via normal Form submissions. Hope this helps. Jep ... View more

Add ‘offset=200’ to your call to get the 2nd batch ... View more

I have a couple of customers that use an SFDC Custom Trigger to auto-convert Leads to Contacts. It's a 2-step process: (1) sync Lead (2) wait 30 seconds in Marketo, then change a field value (for example "Convert_Lead=True") and push to SFDC; this will trigger the Custom Trigger. The reason for the delay is that the native sync first needs to create the Lead and it needs to download the conversion information in the next sync cycle. If you convert immediately, it's just like the Lead never existed and Marketo is not updated correctly. The challenge usually is to select the correct Account. Often, this is done based on Email Domain, but that's not always a 1:1 mapping to an Account. I've heard LeanData (a LaunchPoint partner) could potentially help with this: View LeanData Converter Data Sheet | datasheetLeanData ... View more

As Sanford mentioned, you cannot filter on location in the tree, or what Program an activity belongs to. You can filter on whether Leads/Contacts are on a particular Static List, and on activity Type (and date of course).  Each Activity is linked to a Lead/Contact and - if applicable - to an asset (Form, Email, Landing Page, etc.). If you download all asset and folder data to a local database through the Asset API, you will be able to look up the Folder ID of the Asset for a particular Activity, then traverse the tree to determine the location in the tree. In some cases, the Asset API also gives you the path, so you could optionally use pattern matching. ... View more

Lead ID never changes. However, it is possible that you have multiple records with the same email address and different Lead IDs. Also, if you merge records, only 1 of the Lead IDs will remain. Also, it is possible that something is wrong with the API call that you're making. In any case, it's probably best to open a support case and provide specifics, such as a specific email address and Lead ID, plus the exact API call request and response. Without that info, it will be impossible to determine the cause of the issue you're experiencing. ... View more

Currently Program is indeed not returned via the API. Most customers are extracting "Change Status in Progression" (= Program Status changes), activity ID 104. Generally, a Form submission will result in a Program Status change, and this will return the Program Name/ID. If you really need to tie the Form submission to a Program, use "List Folders" API to download all folders to a local database. Lookup the Form Folder ID and traverse the folder tree until you hit a folder of type "Marketing Program". That is your Program. I have filed an enhancement request to return Program Name as part of the Form activity API, but I don't know if/when that would be implemented. ... View more

A couple of things to keep in mind: Marketo Programs live in a particular Workspace, which has access to one or more Partitions. There is a caveat if the Workspace does not have access to all Partitions and a new Program Member is located one of the inaccessible partitions. If that prospect/customer fills out a Form that lives in that Program, none of the Smart Campaigns inside the Program will trigger, because the Lead is not accessible. Lists are uploaded inside a Marketo Workspace, which has access to one or more Partitions. If the list contains a record with an email address that matches an existing record in an inaccessible Partition, the import of that record will fail. At the end of the import, it is possible to download a CSV will all failed records. Those can be re-uploaded in a Workspace that has access to the other Partition. Alternatively, you could do all List uploads in a “master” Workspace, which has access to all Partitions. However, if you’d like to add Members to a Program, you need to upload the List in the Workspace where the Program lives. Therefore you may be forced to move the Programs corresponding to the List uploads to the “master” Workspace. The two items above are specific to Partitions. Generally, I advise against using partitions unless absolutely necessary due to legal/compliance reasons. Workspaces are easier to recommend, although there are also a couple of things to keep in mind: Dan already mentioned that not all assets can be shared across Workspaces. Also, A Program cannot be moved to another Workspace when it has Members. ... View more

True, you can't track changes to those fields via the Marketo API. If it's not in the Activity Log, the API won't show it either (and changes to those fields are not in the Activity Log). Not sure what you're trying to accomplish with that, so I can't suggest any workarounds. ... View more

It appears you were only interested in 1 activity type: Interesting Moments. However, if you wanted to download more than 1 activity type (up to 10), it's best to make a call with all activity types, rather than 10 separate processes, each for only 1 activity type. That way, it is likely to have fewer gaps and return more returns in each call, resulting in fewer API calls. ... View more

Once you've synced with SFDC, it is a permanent bond and disabling the sync is simply "pausing" the sync, not removing it. You need to file a support ticket to see if the SFDC sync can be permanently removed. This is not always possible. Worst case, you'll need to get a new Marketo instance. ... View more

Not sure whether I fully understand the question, but it sounds like you get Email Open activities and you'd like to know which Program the email is in? To accomplish that, download all Folders through the Folder API. This listing includes Programs, because a Program is a special type of folder. Also download all Emails. Now you can look up the Email's Folder in the Email table, using the primaryAttributeValueId from the Email Open activity as the unique key. If this folder is of type "Program" then you've found the Program right away. If not, traverse the Folder hierarchy to find the first Folder of type "Program". The Folder API provided limited details on the Program. You can use the Program API to get full details. ... View more

Hi Dan, 2,500 Programs are downloaded in 13 API calls (batch size 200) so - while I agree it would be convenient to filter on 'last updated' - it's not a huge hog of API calls. Not sure if you're planning to download folders, emails, landing pages, forms or files, but the API pretty works the same for all assets: you have to download everything every time. ... View more

There is now a Clone Program API ... View more