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Here is a list of some items that you should check in SFDC if you see a failed to sync error. Typically the root cause is linked to the permissions of the Marketo user that you have set up in SFDC but sometimes it may be a validation rule causing the issue. Usually the Marketo notification will show...
Here is a helpful tip whenever you have to put on your ‘CSI’ hat to investigate a SFDC failed sync issue. The robust integration between Marketo and SFDC is one of Marketo’s most powerful features and it is frustrating when problems arise. Recently I was helping a customer determine why they were u...
Hi Nikki, thanks for the kind words. I hope you and your team are doing great!
If a person filled out the F2F dialog box, the email may not be delivered for several reasons including an invalid friend email address or a spam filter caught it. Typically Marketo will track the bounce in the activity log. If the friend’s record is already in Marketo and is unsubscribed, email inv...
Hi Greg, to clarify, I agree with your approach. I am also not a huge fan of importing directly into a program. I agree with your recommendation that people should use one approach. Using multiple methods can make things confusing and cause someone to make an error. Thanks!
Tips for Getting the Most from a Program Performance ReportCustomers often ask me for tips for getting the most from their program performance reports. Here is a checklist you can use to help make sure you have everything set-up correctly.A Program Performance report is great for providing a summary...
Thanks for the great comprehensive post Grégoire. Awesome stuff. Here are two related articles written by Marketo employees: Choosing the Right List Import Approach and List Membership and Program Membership - There's a Difference
You can change the success date using a custom date field but you can't use a datetime field. Thus, you can't use the Acquisiton Date. You could export the program membership or acquistion date and convert the format of the field to date. Import the information into Marketo and use the custom field ...
Hi Erin, I recall if you hide the status there will be no change in the programs where members have the status you hid. You just won't be able to add records to the hidden status going forward. I believe you can't delete a status if any record has the status in a program. Have a Happy New Year!
Here is a list of Marketo's native de-dupe behavior by activity. ActivityDe-Dupe BehaviorCommentsList importMarketo will match with the record which was most recently updatedNot cookied and fills out formMarketo will match with the record which was most recently updatedRecord will become cookied. Pr...