About Nancy_Rosentha5

Nancy_Rosentha5 · ‎11-15-2019

The error we run into when uploading more than 100 leads and syncing them to SFDC is this: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: GlobalPRM_LeadTrigger: System.LimitException: Apex CPU time limit exceeded\n Does anyone have any suggestions on how to rectify this? Our Salesforce admin is asking if there is a way within Marketo to batch these uploads into smaller sets. Of course, you can manually create separate campaigns, but this seems very manually intensive to do for every batch upload of this size, AND this is also occurring with large API integrations, so I don't know how to fix this from the Marketo side of the house. Any suggestions are greatly welcomed. any ideas?

Nancy_Rosentha5 · ‎11-04-2019

ok... I was able to test this, but I believe that I'm not successfully assigning the incoming Marketplace LeadSource to the new field. I tried with a trigger for the Form Filout MarketplaceLeadBackEnd, and filterer "Person Not Created in the [past 5 minutes] so as to only process the existing Leads

Nancy_Rosentha5 · ‎11-04-2019

I am trying to exclude any new leads for engaging a Smart Campaign's Flow step from any New Leads that were just created within the last 1 hour. Is this the proper filter to use? I'm assuming "Standard Lead" is just your basic new lead? What other types of Leads are there? Also, is there anyplace to go to find definitions for all the different filters and constraints?

Nancy_Rosentha5 · ‎11-03-2019

OK. Thanks. Is there an easy way to do an API test. Just as a caveat, I am not a programmer/developer. Is there a way for me to test this api forms integration without soliciting them to send a sample api call? I want to find out if I can can do this field manipulation, prior to the processing of the incoming Lead. Ex. Lead Source to get assigned to a Temp LeadSource field, then process the lead with the incoming api field values, which will populate the Person/Lead Source field with a VendorSpecific Value, for which I would move to some string field that accepts tokens, Here is my thinking on the steps: Create Temp field in Marketo (only Marketo, called TempLeadSource) that would temporarily hold the HID Marketo Lead Source (IF this was an existing Lead), until after the integration. Here are the the steps: IF Lead exists, Change Data Value of TempLeadSource field to HID Marketo Lead/Person Source to and then null out the HID Marketo Person Source field (to allow the Marketplace Azure LeadSource value to populate this, since it's a blocked field if not empty) Then trigger Marketplace integration Smart Campaign (or call this Smart Campaign) to work and populate the Lead Source with the Marketplace Azure info (their field called LeadSource) Move that Marketplace Azure Offer info (LeadSource) to another field (of TYPE String… so that it can be used later as a token, for re-assignment ) Re-populate HID Marketo Person Source with the TempLeadSource value (which was the original Lead Source value prior to this integration). This field is not blocked for Marketo Flow steps, so it will work. Please let me know if you think this is sound thinking or if there's something I'm missing here. Thanks guys, Nancy

Nancy_Rosentha5 · ‎11-01-2019

Yes, there is a specific form dedicated to the Microsoft Leads, so the problem is that we would have to make LeadSource no longer blocked, which seems to be a bit dangerous, since we are heavily reliant on this field not changing from the original Marketo Lead Source to what Microsoft is trying to populate it with . We use this field for numerous reports. It would obviously be quite easy to "Change Data Value" to populate say, Person Notes IS {{lead.Lead Source}}, BUT if this was an existing lead, this field would already be populated with the true value and the field is blocked. If it were unblocked, how would I move this original value to another field X before the new value is passed along, then populate what Microsoft is passing as LeadSource to Person Notes, then move field X back to Lead Source?

Nancy_Rosentha5 · ‎10-31-2019

I have been asked to receive leads from Microsoft Azure Marketplace, only they are extremely rigid in their willingness to change the mapping of fields, so I need to find another way to map their incoming LeadSource, which is NOT what we want in this field to Person Notes, and for us to use our normal processing to populate Person Source. Please help.

Nancy_Rosentha5 · ‎10-30-2019

Question was supposed to be: Connecting/Mapping Marketo to Microsoft Azure

Nancy_Rosentha5 · ‎10-30-2019

Has anyone had any success in connecting Microsoft Azure Marketplace to Marketo? I am really struggling. They are trying to pass LeadSource to our Person Source with values we don't want in that field. I'd like to move that value to another field, since it is important information (albeit not Lead Source), but I am uncertain how to accomplish this, especially, since this is a "Blocked" Marketo field that would not even accept a new value if it's an existing lead with a previous Lead Source. Any suggestions?

Nancy_Rosentha5 · ‎10-01-2019

Hello all, I am wondering what happens with the activity log when merging leads, do the non-identical activity logs get merged and just sorted by date?

Nancy_Rosentha5 · ‎09-26-2019

I believe i have this figured out. I had used the Program token {{program.name}} to populate 2 fields with each campaign, Original Campaign (if empty) and Recent Campaign. Then i used these fields to work with. Thanks.

Nancy_Rosentha5 · ‎09-26-2019

So, I thought I had used some field to parse out info from the field name. Was "Campaign Name" such a field? I just am confused by how I've done it in the past for creating a smart campaign with "Lead Source Sub-Type" attribution, since our company has this field, which is a subcategory for the Lead Source, which can be ascertained from the Campaign Name/Marketo Program Name, i.e. if the Name contains "XYZ", we can assign Lead Source Sub-Type=XYZ sub-type category. BUT, our company has replaced Campaign Name with a very specific company generic name, so in this case, we can't use that field for my purposes. I was wondering IF this field, Campaign Name does initially capture this info, i.e. the program/campaign name, could I assign that first to a newly created field called Last Marketo Program Name (like you suggested), prior to them overwriting this field with a custom text field for this company's purposes. I am not sure as to the history behind them replacing Campaign Name with NOT the Marketo Campaign Name, other than them saying it was very confusing to the SFDC users, since it's different nomenclature in SF vs Marketo. Thanks for your insight here.

Nancy_Rosentha5 · ‎09-25-2019

Can you filter on a portion of a Marketo Program Name, i.e. Marketo Program Name "contains" xyz? I am trying to work out our scoring from a Marketo instance I have adopted, where they already have a lot of processes in place. As such, I thought I would be able to parse out all programs that have for instance "xyz" in the name in order to score the lead with a particular score worthy of the xyz characteristic. For some reason, i thought there was a field named "Marketo Program Name" but in our instance, at some point this was typed as an integer. I have since changed the type to "string" BUT I don't know how to populate this with the Marketo Program Name or if this content is already in another field? Any suggestions would be greatly appreciated.

Nancy_Rosentha5 · ‎08-30-2019

Thanks Dan.... such a shame

Nancy_Rosentha5 · ‎08-30-2019

Is it possible to create a Marketo umbrella workspace for all the global assets and so that they can be shared across all workspaces?... assuming that each of the workspaces would have access to the global workspace, as you set it up

Nancy_Rosentha5 · ‎07-24-2019

We created a custom salesforce Account object field and it is not showing up in my Marketo instance? Any ideas why and how to rectify this?

Nancy_Rosentha5 · ‎07-17-2019

any creative ideas on how to pass along a campaign related field in one of the Marketo sync objects, i.e. person, contact or account, for something like vendor? Maybe it's all in the Campaign Name combined with the channel type, while ensuring strict naming conventions?

Nancy_Rosentha5 · ‎07-17-2019

We have added a new custom campaign object field, Vendor into SFDC. How can I sync this field to Marketo? Is this only possibly by also relating this object to Lead, Contact or Account, which doesn't necessarily make sense in this case?

Nancy_Rosentha5 · ‎07-10-2019

Does anyone know how to assign "Additional" values to a field for a lead that already has one value there for a multi-select picklist field? Change Data Value just seems to replace whatever was there before, while I would like to add another picklist value to whatever they had previously.

Nancy_Rosentha5 · ‎07-09-2019

When I try to sync/create a SFDC Campaign from a Marketo Program with Email Send Channel, this is the error I get attached here.

Nancy_Rosentha5 · ‎07-09-2019

I totally agree. It seems like the user believed she had done this in the past and I didn't think it was possible. What I did find odd though is there was an SFDC campaign created this year of Campaign type Send Email, which was created by a Marketo SFDC Sync as the Channel Email Send, but the odd part was that this is an SFDC Campaign Type (Email Send) that was deactivated like 4 years ago? I didn't think that was possible to sync/create a SFDC Campaign with an SFDC Campaign type that is deactivated?

Nancy_Rosentha5 · ‎07-08-2019

No, they are not trying to sync a single Marketo Program to multiple campaigns, but like the following: Marketo Program A1 Channel Email synced with SFDC campaign A1 of Campaign type Email Marketo Program B1 Channel Email Send synced with SFDC campaig n B1 of Campaign type Email Marketo Program C1 Channel Single Email synced with SFDC campaign C1 of Campaign type Email

Nancy_Rosentha5 · ‎07-08-2019

Hello, I know that In Marketo, you have the option to create a one-to-one mapping between a program and a Salesforce campaign. My question is, is it possible to map many to one between Marketo Program Channels and Salesforce Campaign Types. Ex. They want to map Email Send, Single Email and Email Marketo Program Channels all to the single Salesforce Campaign Type, Email. I have never heard of this being possible, but I thought I'd ask.

Nancy_Rosentha5 · ‎06-10-2019

Greg, this setup you have outlined here, is exactly how we have ours setup, including leveraging the scoring to reach a sales ready threshold. The problem lies in the fact that our programs our synced with SFDC from the onset, so the leads are assigned to a Marketing Queue right away, so when the leads reach "Sales Ready", they cannot run through the assignment rules again, called from Marketo, since they already have a lead owner. So, unfortunately, this sort of falls apart, short of either recreating the assignment rules in SFDC OR creating an SFDC api workflow to send the lead back through the Lead Assignment Rules, once they reach the threshold of being Sales Ready or MQLd. Is this your understanding as well?

Nancy_Rosentha5 · ‎06-10-2019

Once a lead has been synced with SFDC and is assigned an owner/queue, if assigned that owner/queue directly through Change Owner, can you later call up the sync lead "use auto assignment rules" for the first time on this lead, or is this not possible once the lead has an owner at all, whatever the source of that lead owner assignment came from.

Nancy_Rosentha5 · ‎06-09-2019

What are the advantages/disadvantages/differences between the following Change Data Value Lead Owner is "xyx" Change Owner "xyz"

Nancy_Rosentha5 · ‎06-08-2019

This is extremely helpful to know the limitation and understand the workaround. This is what I was suspecting. One more question, when a campaigns is synced with Salesforce, does this automatically assign a lead owner as soon as a new Lead becomes a member of the campaign? Or only when the call to Use Auto Assignment Rules is engaged.

Nancy_Rosentha5 · ‎06-08-2019

I was told that Marketo limits Sync to Salesforce with "Use Auto Assignment Rules" ONCE per lead. That this would be the reason we are having problems with our auto-assignment...if this isn't even allowed, these leads would always stay in the first assigned location. I just find this hard to believe. The Auto-assignment rules set up in sfsc by this company are putting "New/Open" leads into a Marcom Queue, then once they are MQLd, they should be moved to a Business Unit Queue, depending on the Business Unit. This would require calling up the Use Auto Assignment Rules more than once. Is this possible? Are there limitations to this? Thanks for your help here.

Nancy_Rosentha5 · ‎05-29-2019

Are you saying post a value to Person/Lead Source? In our instance, this field is not that specific other than utilizing this at a more generic level, like "Content Syndication", so I am not sure I understand your meaning behind "post a source as a form field"? I have created a local form for this purpose, though I am not convinced this is the most effective way of doing this. Would it be better to be creating a Content Syndication form from the design center, so that we don't end up with a proliferation of forms and insert a hidden field that is the so called "source" like possibly like a campaign name, which will definitely allow me to filter this out by both the CS Vendor and the Asset being served up?

Nancy_Rosentha5 · ‎05-29-2019

Setting up an API Integration for Content Syndication. They will be using a form ID, but they have specified we have to use SOAP API values, due to their backend processes already in place. So, I have set up a Campaign to identify these incoming leads by fills out form, BUT there is no "Source" constraint? How can I pick up the source, like that in the Trigger: Person is Created? I am including this trigger for the new leads, but need to figure out the best way to pick up the NOT net new leads coming into this campaign, bearing in mind we have lots of CS Vendors and lots of assets with each of these (download white paper, download how to, etc.)

Nancy_Rosentha5 · ‎05-28-2019

so, if not SOAP API, what do you recommend?

Online Status	Offline
Date Last Visited	‎01-28-2020 02:06 AM

Date Registered	‎05-22-2019 03:36 PM
Date Last Visited	‎01-28-2020 02:06 AM
Total Messages Posted	30
Likes Received	1

Top Badges Earned

Running into problems with large lead lists import...

Re: Has anyone connected Microsoft Azure Marketpla...

What exactly is the filter "Is New Standard Lead"

Re: Has anyone connected Microsoft Azure Marketpla...

Re: Has anyone connected Microsoft Azure Marketpla...

Has anyone connected Microsoft Azure Marketplace t...

Re: Connecting/Mapping Microsoft to Microsoft Azur...

Connecting/Mapping Microsoft to Microsoft Azure

What happens to lead activity log when merging lea...

Re: Can you filter on a portion of a Marketo Progr...

Re: Can you filter on a portion of a Marketo Progr...

Can you filter on a portion of a Marketo Program N...

Re: Global assets for workspaces

Re: Global assets for workspaces

Why can't I find a SFDC Custom Account Field in Ma...

Re: Can I sync a custom Campaign Object field?

Can I sync a custom Campaign Object field?

How to cumulatively add to a picklist value alread...

Re: Many to One Marketo Program Channels to Salesf...

Re: Many to One Marketo Program Channels to Salesf...

Re: Many to One Marketo Program Channels to Salesf...

Many to One Marketo Program Channels to Salesforce...

Re: Marketo/Salesforce Assignment Headache. Advice...

Once a lead is synced to sfdc and assigned an owne...

Advantages/Disadvantages/Difference between Change...

Re: Can Sync to SFDC Use Auto Assignment Rules be ...

Can Sync to SFDC Use Auto Assignment Rules be call...

Re: Setting up a new API integration with a Conten...

Setting up a new API integration with a Content Sy...

Re: How can I disable a SOAP API Integration?