Delwin_Ng

Delwin_Ng · ‎12-07-2021

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 and that may solve the problem.

Delwin_Ng · ‎02-25-2019

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 your server name in order to check how many more records you need to pull from Salesforce before you've caught up.

Delwin_Ng · ‎02-25-2019

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.

Delwin_Ng · ‎02-04-2019

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 object. I understand the solution that you are proposing but there are a lot of values and so I don't know if the team that manages Salesforce will go for it if I ask for that path.

Delwin_Ng · ‎01-31-2019

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 the Account = Customer.

Delwin_Ng · ‎01-31-2019

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.

Delwin_Ng · ‎01-31-2019

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. On Leads there is a lookup to an Account. This is automatically populated by looking at the domain name of the email address and seeing if there is an account with contacts that have email addresses with the same domain name. If there are no matching accounts it just stays empty. So on the Salesforce side they can already see that this lead is probably a part of this existing account and convert it or do whatever they want on the sales side. On the marketing side though I want to make sure that the lead is put into the right kind of marketing (prospect vs. customer) but I don't have access to the data on the account, even if the lookup is populated. I know that if the lookup were to a custom salesforce object I'd be able to pull it in but because it is an Account I can't see a way of doing that. Any thoughts out there?

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