Suzanne_Wink1

Suzanne_Wink1 · ‎07-04-2019

Hi Mark, One thing to check would be if the fields mentioned in the documentation (https://docs.marketo.com/display/public/DOCS/Configure+Marketo+Sales+Insight+in+Salesforce+Professional+Edition) are actually on the page layout. Ie. is the field 'Engagement' placed on the Lead and Contact page layouts? this is fixed the issue for me previously. - Suzanne

Suzanne_Wink1 · ‎01-23-2019

Have you looked into Salesforce process builder? Process builder allows you to create a new record based on a triggered action. For example, you can create a new lead record whenever a lead is created with a value for your custom email field. In the final step of the process you can map which field should map to your new Lead Record. Once the new lead is created in Salesforce it will then flow into Marketo. (assuming the 2 are synced ) Just an idea.. Let me know if you need assistance with this.

Suzanne_Wink1 · ‎01-23-2019

Yes this is possible. We show the Marketo tab as a separate (custom) tab on our lighting pages: A few side notes: Ensure you are using a recent version of the MSI package. We are using version 1.4364. I did get an error initially when trying to drag the Visualforce page 'Lead' onto my Lightning Page but this was resolved after I first added the MSI visual page to the details section (where it normally sits) while in Classic Mode. After switching back to lightning I was no longer getting the error and the 'Available for Lightning Experience.. " checkbox was now ticked. Another pretty cool trick: you can place the MSI component on the side of the page by using the Lead Mobile visualforce page (in stead of the Lead page): Hope this helps! - Suzanne

Suzanne_Wink1 · ‎10-29-2018

Hi Mahurrinah, There is an option to auto BCC an email address on every batch email going out from Marketo but I believe this needs to be enabled by Marketo support ( I m not sure if there is an additional cost involved..). See: BCC Options

Suzanne_Wink1 · ‎10-29-2018

As Jim is saying, the reason this won't work is because you are syncing your program to a Salesforce Campaign. When it comes to the Salesforce -Marketo campaign sync you have 2 options: Sync the Marketo Program to the Salesforce Campaign and use the 'Change Program Status' flow step to update a leads program status in Marketo. This will update the status for that lead/contact in the Salesforce Campaign as well (and will add the lead/contact to the campaign automatically if not yet a member of that campaign). Don't sync the Marketo Program to the Salesforce Campaign but use the 'Add to Salesforce Campaign' flow step in stead. To 'manually' change their status after the fact, you can go to the members tab of your program and select the people who have rsvp'd and change their program status there. If there are too many to manually update, use a smart campaign in stead and use the 'change program status' flow step in stead of the 'add to sfdc campaign' flow step. Hope this helps, Suzanne

Suzanne_Wink1 · ‎10-29-2018

You are entering Salesforce area here but.. Try creating a hidden text field on the LEAD object in Salesforce and use a Formula field on the CAMPAIGN MEMBER object to copy the value from the lead to the campaign member as, as Sanford says, Marketo doesn't write to the campaign member object atm.

Suzanne_Wink1 · ‎11-30-2017

Hi Danielle, Yes, this solution will work. The 'Change Status in SFDC Campaign' flow step will automatically add a person to the campaign in Salesforce if the lead is not a member of the campaign yet. No need to include this in a separate step.

Suzanne_Wink1 · ‎11-30-2017

I have updated the wording of my original post. Hope this is clear now.

Suzanne_Wink1 · ‎11-30-2017

Hi Sanford Whiteman, Thanks for clarifying . Poor choice of words on my part. What I meant with system managed was that it is automatically checked before the send - even if you don't add a constraint to the second email send. This is not the case for any other lead fields correct? I usually build a separate smart campaign to remove from flow as there are usually several reasons to remove someone from a flow and constraints don't allow for and/or logic but if not (and if there is an equivalent constraint) I guess you could do it all in one .

Suzanne_Wink1 · ‎11-30-2017

The Unsubscribed functionality will work even for leads who were in a wait step while they unsubscribed. In other words, leads who unsubscribed while they are in a wait step will not get the next email in the drip. However, your smart list criteria are not checked again before the second email is sent. This means that if your lead no longer meets the smart list criteria they will still get the second email. For this reason, it is recommended to always have a separate smart campaign in place to remove leads who no longer meet your smart list criteria. For example: Smart List: Flow:

Suzanne_Wink1 · ‎10-23-2017

Hey Priyanka, have you tried making an edit to one of the records in Salesforce to see whether that makes them sync over? as a general rule of thumb, when a record has been deleted from Marketo but still exists in Salesforce, it is only synced through again when an edit has been made to the record - Marketo will then pick up it up during the next sync. (Adding to a campaign or adding a task does not count - you'll need to update one of the fields on the record itself, not it s related lists. )

Suzanne_Wink1 · ‎10-23-2017

First thing I'd check is the Marketo Sync user permissions in Salesforce. If the User has access to a few campaigns but not all (and you have checked whether the campaigns are active) chances are your 'Organization Wide Defaults' for campaigns in Salesforce are set to 'private' which means the Marketo User can only 'see' campaigns created by the Sync User itself, not campaigns created by others. Does the Marketo Sync User have an administrator profile in Salesforce?

Suzanne_Wink1 · ‎06-06-2017

Hi Tony, When a lead is synced to Salesforce via the campaign sync rather than a 'Sync lead to SFDC' flow step, Marketo refers to the lead assignment rules that are set up inside of Salesforce. If you are an admin in Salesforce, go to Setup > Leads > Lead Assignment rules to see whether any assignment rules are set up for your organisation. If no assignment rules are set up, the new lead will be assigned to the Default Lead Owner (Setup > Leads > Lead Settings) Hope this helps! -Suzanne

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Date Registered	‎01-09-2017 10:49 PM
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