Andrew_Seidman
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11-19-2018
01:44 PM
Hello, I'm an administrator for both Marketo and SFDC. I should have complete access to everything. I have a field in marketo called Person Score that is scoring activities. (e.g.: ) However, in the Field Mappings area, I only see something called "Lead Score": Question #1: Are Lead Score and Person Score the same thing? Question #2: Why can't I find "Person Score" anywhere in the mapping options? Question #3: I'd like to sync that value into the SFDC field called "Lead Score" (doesn't exist yet). Any recommendations? Thanks, Andrew
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10-18-2018
10:50 AM
I do not have any other campaigns with the same name, sorry! Any other ideas?
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10-16-2018
07:35 AM
I'm exploring this, but I don't think it could possibly be the issue for a few reasons: The Marketo User is already a SFDC admin and Marketing User = TRUE There are many other workflows that are basically identical to the one in question that are all working/updating correctly without getting overwritten Any other ideas? Andrew
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10-11-2018
04:55 PM
Hi there, We have a smart campaign called Lead Source -> Web Direct. It has triggers "Person is Created" and "Filled out form is any". Here is the flow: There are no other flow steps after step 4. We had a lead go through the workflow. It completed Step 1 delay It completed step 2, resolving to "Do Nothing" It completed Step 3, updating Person Source to Web Direct. Then... it re-updated its Person Source to "Web" Then, it synced to SFDC. If I go into the Activity Details, it looks like sfdc was the source of the change (??): can you help?
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09-28-2018
03:26 PM
I am not using workspaces and partitions. The name of this workflow is NOT in the person's activity history, this is the problem i'm trying to solve. The other workflows in the activity history are not relevant. Andrew
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09-28-2018
01:02 PM
1. Me neither 2. It's doing both, if you look at it. There are both being changed in the activity log. No other filters on smart list. This campaigns doesn't fit with or coordinate with any other campaigns. It should just look at the country value and run itself correctly. Those other campaigns you're viewing are on the activity log of the new person, not relevant to this workflow. Thanks, Andrew
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09-28-2018
12:47 PM
Oh no, sorry! I don't know why it didn't post. Here's the smart list:
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09-28-2018
10:29 AM
Here is my smart list: Here is my flow: Here is my test: My questions: 1) Why would "New Person" not trigger the "Person is Created" trigger in the smart list? 2) Why would "Change Data Value - Changed Country from [null] to "Sweden" not trigger the "Changed Data Value" Trigger? 3) How do I fix this? Thanks, Andrew
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09-24-2018
12:18 PM
Hi Greg, I'm familiar with this setup, but it's the client's preference, not mine. Is there a good way to connect Marketo forms directly to Salesforce, and then run the data into Marketo that way? Doesn't seem like it would work, and seems counterintuitive, but maybe there's a way? Thanks, Andrew
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09-23-2018
10:47 AM
Thanks for the response; the issue is this: We have 190k records in SFDC but only want to keep 40k records synced to Marketo. So, if a new record is created in Marketo by someone filling out a Marketo form on-page, they are created in Marketo first, then synced to SFDC. There, duplicate rules currently allow them to be created as a Lead even if another Lead is present with the same email address. Conversely, if a lead is in SFDC AND in Marketo but they are NOT synced (two separate records), when we sync from SFDC into Marketo it creates a duplicate as well. The infrastructure is a mess, do you have any recommendations? ringlead? Andrew
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09-21-2018
10:37 AM
We have a lot of leads/contacts in SFDC that are NOT synced to Marketo. We have a custom Sync Rule -> in order for any SFDC lead/contact to sync to Marketo, they need a true/false box "Sync" to equal TRUE. Some of our leads/contacts in SFDC have records in Marketo that are not Synced (e.g. John Smith exists in SFDC with Sync = FALSE; then, John Smith gets added to Marketo as a separate record). When we click SFDC-John's checkbox to TRUE, he gets added as a duplicate to Marketo (so now there are two John Smith's in Marketo). Is there a way to avoid this and sync the two records together, rather than create these duplicates? Thanks, Andrew
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09-21-2018
10:24 AM
I have a smart list that looks like this: I had a Person fill out a form (should qualify based on top trigger): Here is their relevant qualifying information: But, they didn't end up in the campaign. All the information should have been filled/submitted at the moment of form submission, so it shouldn't be a timing thing. Other people have successfully run through this flow recently as well. Any ideas/thoughts? Thanks, Andrew
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07-03-2018
01:07 PM
Thanks Sanford, following you now. We're on a pretty tight timeline (and we might be able to figure this out on our own, but I would still love to connect and see if you can help us avoid making any dumb mistakes. Thanks again, Andrew
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07-03-2018
12:53 PM
Sanford Whiteman New to the Marketo Nation. Anyway you can write it out/point us in the right direction? Thanks
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07-03-2018
12:49 PM
Thanks for replying, PMing you
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07-03-2018
10:12 AM
Hi, We are setting up an Unbounce>Marketo integration for a client of ours. We are having trouble getting page visit data to transfer into Marketo. We have the Marketo Munchkin script embedded through Google Tag Manager. Any help is appreciated. Thanks
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| Date Registered | 06-13-2018 02:36 PM |
| Date Last Visited | 01-28-2020 02:05 AM |
| Total Messages Posted | 16 |
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