Delwin_Ng

Delwin_Ng

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Date Last Visited
‎06-10-2024 06:35 PM
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Joined the community 28-11-2018
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California
  • Re: Edits made to "Account Owner" on SF not linking to Marketo

    The Company data, such as Account Owner, is synced over to Marketo when the Contact is updated. If the account owner is updated, but the contact isn't updated, then the account owner isn't updated on the person in Marketo. Try running a real time sync lead to SFDC flow step before sending the alert ...

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  • solved badge Re: Data not pulling through from Salesforce Custom Object

    Now that I think about it I turned on the sync for a new object and it did suck in to Marketo all of the records that existed. That took something like 3 days. So it might just take awhile to see this kind of information. You can visit https://app-xxx.marketo.com/supportTools , replacing xxx with yo...

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  • solved badge Re: Data not pulling through from Salesforce Custom Object

    Even though Marketo can see Interactions now it won't sync them all over en masse. Something has to be modified in order for the sync to bring it over. I'm not sure if that would be the Contact or the Interaction but I think that something would have to be modified.

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  • Re: Connecting Lead data to Account data with an existing lookup from ...

    Hi Amit. I know it won't work the standard way but because I've built a lookup from leads to accounts I thought there may be a way to set it up so that I could have a "Has Account" filter on it just like you can create an "Has Custom Object A" filter when you create a lookup from leads to a custom o...

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  • Re: Connecting Lead data to Account data with an existing lookup from ...

    Thanks Amy for the sysmodtimestamp explanation. I understand the frustration of populating this data and keeping it up up to date in the first place, but I can't even get this to sync at all. I can't run a list of leads connected to an account through my custom lookup field and see if the Status on ...

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  • Re: Connecting Lead data to Account data with an existing lookup from ...

    I'm not sure I understand your reply Josh. Data from accounts sync in Marketo. Data from leads sync in Marketo. It just happens that this field on the leads is a lookup to an account. I just can't figure out a way to access this data from a Salesforce Objects Sync point of view.

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  • Connecting Lead data to Account data with an existing lookup from Lead...

    Hi folks,Our Salesforce team has built something really cool that connects Lead records to Account records. That way we can do things like figure out if a Lead is from a Customer account or a Target account. I can't seem to get Marketo to see that same data though. Let me explain what they've built....

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Date Registered ‎11-28-2018 09:31 AM
Date Last Visited ‎06-10-2024 06:35 PM
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