Yun_Bai1

Level 4

Joined the community 06-10-2017

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Re: Leads sync to SFDC without Email address

by 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 SFD...

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Re: Leads sync to SFDC without Email address

by 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 ...

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3827 0 2
Re: Leads sync to SFDC without Email address

by 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?

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3827 0 0
Leads sync to SFDC without Email address

by 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 Javascr...

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4003 0 5

Lead Management
Re: Sync to SFDC failure due to company missing

by 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 f...

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3263 0 1
Re: Compare Date fields in Marketo Smart List

by 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!

Discussions

3859 0 0
Compare Date fields in Marketo Smart List

by 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 ...

Discussions

4147 0 6

Lead Management Marketing: Analytics and Metrics Reports & Analytics
Re: Push Junk Leads to SFDC "Archived Lead Queue"

by Yun_Bai1 07-23-2018

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

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1893 0 0
Re: Push Junk Leads to SFDC "Archived Lead Queue"

by Yun_Bai1 07-21-2018

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

Discussions

1893 0 0
Push Junk Leads to SFDC "Archived Lead Queue"

by 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.W...

Discussions

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Lead Management Marketing: Marketing Operations (MOPS) & Data