Yun_Bai1

Yun_Bai1 · ‎08-13-2019

Thank you, Steven! Think I get it now. The "sync filter" is preventing sync from SFDC to Marketo when there is certain filter in place. So in our case, without email address, data won't able sync from SFDC to Marketo. Am I getting it right? But for sync from Marketo to SFDC, records will sync to SFDC, even we have SFDC validation rules in place. So the way to prevent it is to add logic in the campaign steps.

Yun_Bai1 · ‎08-12-2019

Thank you, Steven! Interesting thing is Marketo Support mentioned "The sync currently has a filter which prevents any record without an email address from syncing, this applies also to when attempting to delete records from SFDC.". And they checked that our sync filter is set to only allow records to sync to SFDC if they have an email address. In this case, would you think of any other reasons why without email address, even with restriction on both Marketo and SFDC, leads still synced to SFDC? Thank you!

Yun_Bai1 · ‎08-09-2019

Grégoire Michel‌, I did research on community and found your response from this Error synching to SFDC - "the record is filtered in sfdc" . However, I wasn't able to find field similar to "sync with Marketo" either on Marketo or SFDC. I assume this maybe a custom field?

Yun_Bai1 · ‎08-09-2019

Hi everyone, We ran into an issue that bot filled out a form, records were able sync to SFDC, even without email address. We do have SFDC validation rule set up to prevent leads sync to SFDC without required fields, email is one of them. I am wondering how come this happened? Is that because Javascript disabled on their browser? The other thing is, we have a smart campaign to capture those junk records, delete them from both SFDC and Marketo. However, we ran into an error "failed to delete sfdc lead: filtered in SFDC". We got the idea is that the sync has a filter prevents any record without an email address from syncing. So if the deletion got failed without an email address, why records able sync to SFDC at the beginning? Thank you in advance, Becky

Yun_Bai1 · ‎07-12-2019

Hi Cheral Jansen‌, so glad you created this discussion. As we are having issue that leads without "Last Name" "Company" were able to sync to SFDC. We weren't sure why based on the SFDC validation rules. And after I reached out Marketo support, the response is related to Javascript on the form. But from the response, we found out why. Wondering which way you went to. Grégoire Michel‌ we experienced what you mentioned. Sales got annoeyed based on those "Not Provided" records. I would like to remove the current setting we have under Marketo Admin Salesforce> Sync Options. However, I am wondering what are the issues we may face afterword. Except the issue Cheral brought it up, are there any you could think of to advice us? Thank you! Becky

Yun_Bai1 · ‎07-26-2018

Thank you for sharing what you found in LaunchPoint. It seems pretty cool. I will keep you posted once I tried it. Good luck on your side too!

Yun_Bai1 · ‎07-25-2018

Hello Marketo expert, We are trying to find leads who has the Date 2 happened after Date 1. For example: we have "sign up date", "status changed date". We are trying to find those status changed after they signed up. Is that possible to compare two date fields in a Smart List? Or can we create a new integer field with value filled with "status changed date" minus "sign up date"? Or there is other way around? Thanks, Becky

Yun_Bai1 · ‎07-23-2018

Hi JD, i checked, after adding the wait for 2 minutes, it returned the same "empty string" result..

Yun_Bai1 · ‎07-21-2018

Thank you JD for the idea. I added the wait step in between. Will sync back with you later.

Yun_Bai1 · ‎07-20-2018

Hi Marketo Experts, My goal is to capture Junk leads by smart list, then "Change Owner to "Queue: Archived Leads". Leads were able added to SFDC with the correct Lead Owner. However, Marketo behavior is wired. In the campaign results, either with "Skipped No owner changed" or "Change Owner" = Empty. When I dig into Lead's Activity log. It shows as below screenshot, Change owner is either "blank", Owner = <null> or "skipped no owner changed" What I am expecting is "change owner" --> changed from "xxxx" to "Archived Lead queue". I am wondering if you may encountered the same issues? Any knowledge that you may share with me? Thank you, Becky

Yun_Bai1 · ‎06-07-2018

Hi Mike, Can I ask you a Marketo SFDC sync related question, but not same as this thread question? Let's say, there is an existing lead with No. of employees >500 already in both Marketo and SFDC. We have SFDC workflow rule set up for lead update with: if No. of employees >500 , will send SFDC email alert to sales. The lead filled out a form, has a new interesting moment, and got "sync lead updates to SFDC". I believe lead record in SFDC will maintain the same, only the last interesting moment and date will get update. In this case, will update lead information (interesting moment) in SFDC trigger the SFDC email alert? I assume not, but would like to have a confirmation. Thanks, Becky

Yun_Bai1 · ‎06-01-2018

Thank you Sanford for always taking your time to response, being very helpful and patient. I can understand the loose comparison. Thank you for clarify what I saw means what. Now I understand more, when eithe lead didn't check the box when filling out the form, or SFDC sync a lead record up to Marketo, didn't check "opt-in", we got a value of "false". "False" is not just a Marketo "default" value for those cases. It just Marketo, or database/app see those empty/null value/string as "no" or "false". Best regard, Becky

Yun_Bai1 · ‎06-01-2018

Hi Dan, Thank you for the idea. I am curious and not clear about how does Marketo will capture a hidden field value. Let's say, existing Lead A has "email consent last update" date/time value "05/23/2018 4:18 PM". I added this "email consent last update" field as a hidden field on the form, choose "Get value from default" value. However, I leave "Default value" empty. I assume Marketo will capture the value as a empty string, or no or null? How can Marketo grab the real date/time value from lead record? Another issue I encountered is - when I filling out form on google chrome browser, by using an existing lead email or a new test email, the hidden field always not show up. - when I filling out form on incognito, by using an existing lead email or a new test email, the hidden field always show up... Could you advice that why this happened? Thank you, Becky

Yun_Bai1 · ‎06-01-2018

Hi Sanford, Thank you for sharing such a great solution. I understand the logic and the js code which will capture the value from the "visibleCheckboxField" combined with 2 SCs. However, for our case, we will show the "hiddenFieldForVisibilityRule" -- "Opt-in" field, when leads only select any EU countries. So "Country" will be our "visibleCheckboxField". In this case, I can't create the smart campaign to capture "T/F" value which will alter the value of "Opt-in" field. The goal here is we would like to not show "opt-in" field on the form, when the lead already opted in. And I can't do "visibleCheckboxField" and "hiddenFieldForVisibilityRule" both are the same "opt-in" field. Do you have any suggestion for our case? I was trying Dan's solution, haven't got succeed yet. Best, Becky

Yun_Bai1 · ‎06-01-2018

Hi Sanford, I do believe Boolean field contains two values T or F. However, I noticed one thing --> when a new lead came in (let's say this new lead has no value at all associate with opt-in field), it will show on the activity log that update data value from "null" to "false" or "true". How can I better understand it? Thanks, Becky

Yun_Bai1 · ‎05-04-2018

This is interesting. Thank you for sharing Autumn. I believe "Sync Person to SFDC" is to assign leads to either Queue or a specific sales person. This flow step will only happen once when a new lead came in. It will skip this step if the same record came in. I was trying to find a post in Community for your reference. But didn't find it, as I forgot what I was searching and found the post. Please correct me, if I missed or misunderstand anything. PS: Probably you also know that "Add to SFDC Campaign" can also sync lead to SFDC. Best, Becky

Yun_Bai1 · ‎05-04-2018

Thanks Julie. It all working now.

Yun_Bai1 · ‎05-04-2018

Thank you again Greg for the support and help. It works. I tried different combination. I believe, for some reason, it didn't work if I only put "en-us/business/backup", and query sting. Have a great weekend, Becky

Yun_Bai1 · ‎05-04-2018

Thank you Autumn. It works, I tried both ways. Best, Becky

Yun_Bai1 · ‎05-03-2018

Hi Greg, I tried the #1 before posted this question. No luck.. Your #2 does make sense, and it can be either the unique SFDC ID or a unique string. I tried it. However, no luck as well. Same result that the SC didn't get triggered at all... I may go for a different approach. Even though I still want to know if Marketo could add existing leads to a SFDC campaign only based on visits a web page. Please let me know if you have any other thoughts, I am willing to test. Thank you! Becky

Yun_Bai1 · ‎05-03-2018

Hi Autumn, Thank you for your comment. For "Sync to SFDC" flow step, it will only happen once when sync a new lead to SFDC. I learned it from other posts's comment in Community. I am not sure how can you "add a condition to only sync if a new lead." Best, Becky

Yun_Bai1 · ‎05-03-2018

Hi Jay, Thank you very much for your input. I did tried the way you mentioned before post question here. However, it didn't work:( I also tried Greg's suggestion, just adding SFDC ID etc., nothing changes as well. The SC didn't get triggered... Best, Becky

Yun_Bai1 · ‎05-02-2018

Hi Greg, Thanks for your response! I am trying to track and sync leads to SFDC campaign, after they clicks on the link. Here please find the SC screenshots as below, Smart list: (the SFDC_ID also added in the url.) Flow steps: Activity log: The reason that test lead didn't sync to SFDC is because the SC never been called. I wasn't sure why. Thinking maybe related to how I set up the smart list, or the SFDC campaign id parameters wasn't been captured. Or it maybe not possible to track external url without any Marketo assets? Please let me know if I can provide any other information to make it clear to you. Best, Becky

Yun_Bai1 · ‎05-02-2018

Hello Marketo experts, I am trying to create: when anyone clicks the customized link (with google analytics UTM code), lead will sync to a specific SFDC campaign. However, my test wasn't able sync to SFDC campaign. In my Marketo program, there is only one smart campaign. Smart list: Visits Web Page --> Web Page contains: url Querystring is: google utm code string Flow steps: Sync Lead to SFDC Change status in SFDC Campaign. I am wondering, if the program has to have Marketo asset built and associate with it? Such as put URL in an email? Or there will be a way to track the external URL and sync to SFDC? I did check the test lead activity log. It shows a row of record that I visited web page = page url. Clicked the record, it shows more details as below. Can you help me figure out if what I am trying to do is possible and how to achieve it? Thank you, Becky

Yun_Bai1 · ‎04-13-2018

Oh, great! Haven't thought about this way. A different approach but also working very well. Thank you Dan. Best, Becky

Yun_Bai1 · ‎04-13-2018

Thank you Sanford! It's working. Best, Becky

Yun_Bai1 · ‎04-13-2018

Hi Sanford, It's working! Thank you! When you mention "Server Value", I got it means "Stored Values". I created a new post with the same question. Can you please solve this post? I feel it could be helpful for others. Allow multiple country values working in Form Visibility Rules PS: I didn't use "=" or "==". It was for describe what I was trying to do:) Best, Becky

Yun_Bai1 · ‎04-13-2018

Hi, I try to use show a certain field on the form, when "Contains" multiple countries. However, it's not working. Just want to check in Community, if this is possible to use "Contains" multiple values? Thanks, Becky

Yun_Bai1 · ‎04-13-2018

Hi Sanford, I tried to add "|" (the pipe character). However, it's still not working. I tried, for example "Italy|Germany|France...", and tried "Italy | Germany | France | ..." (space in between). Can you tell how can I modify to make it work? My goal here is to show certain fields, such as: a check box field, a rich text field, when "Country = Italy, Germany, France..." Best, Becky

Yun_Bai1 · ‎04-12-2018

Hi Kristina, I also try to use show a certain field on the form, when "Contains" multiple countries. However, it's not working. Just want to check with you, you mentioned that Marketo support confirmed that it's not possible to use "Contains" + multiple values? Thanks, Becky

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