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It's best not to use YOUR login account. Rather set up another SFDC users specifcally for Marketo Sync. Thats your user. Then you can limit that user access in SFDC. You may not need to sync every single field etc accoss to Marketo.This will help with performance depending on the size of you data in...
Hi Nate,You may need to create a new task type for the Marketo Sync user. This will be the one that Marketo triggers when using tasks in your smart campaign flow steps.
If the lead does not exist then a new record will be created and with that what ever lead source value it gets.If the lead already exist, then the lead will be updated with any new collected information or behavour. You must make sure that your lead source field is blocking any updates to prevent be...
Think about having a custom field check box for leads and contact, in combination with your specific sync details.This way you can check to see if lead/contact checkbox if true, sync/or not sync.
Your new leads in Marketo can't get synced to SFDC on it's own. They need to go through a flow process in a Program with Smart Campaigns or just a Smart campaign with a flow step 'Sync to SFDC'.You may have a program set up for lead life cycle, where your running your lead funnel stages. And have on...
Josh is correct here, you're not authorized to create support tickets. If I remember, Standard support gives on 4 authorized users to create tickets, Premier 6 and 8 for Elite support.Did someone recently change your status?
Doh! missed that.Sorry Christine, as I wrote earlier, please check your smart campaign activity thats syncing your leads.
Maybe some trigger set up based on a particular lead queue when a new lead is allocated to that queue before it got allocated to a lead owner.Failing that, please check your program/sync process in Marketo for leads syncd to SFDC.Other than sync to SFDC, what else is the process is doing?
You have a work flow rules that is triggering in SFDC when a new lead is created based on some criteria.Check with your SFDC admin to show you the rules that are being triggered when this lead was created and see why email address is being set at null.Also, ask to check if the Marketo user (the SFDC...
As your leads are created in SFDC first, its happening there. Your change data values is happening on the SFDC side.Can you open up the 'Change Data Value' Email address row item to see what is happening?