rish_tracktik

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Joined the community 06-07-2020

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Re: Marketo not fetching Owner Id from SFDC

by rish_tracktik 01-08-2021

No, it is not converted to contact in real-time. It is done manually by our Sales Enablement only after confirming it is qualified to be converted to a contact.

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4321 0 1
Re: Marketo not fetching Owner Id from SFDC

by rish_tracktik 01-07-2021

@SanfordWhiteman - On digging further, I can see there is a problem in the sync process and getting the error below. It's trying to find the lead id and lead object, but there is no deletion happening. I can see the lead record exists in SFDC.Any insights?

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4333 0 3
Re: Marketo not fetching Owner Id from SFDC

by rish_tracktik 01-06-2021

@SanfordWhiteman - No I have checked all the flows and there is nothing that is impacting any owner assignment. I have checked using Campaign inspector too. Everything was working fine until recently and it abruptly stopped. I have been trying to get this to SFDC/Marketo support but there are no con...

Discussions

4384 0 5
Re: Marketo not fetching Owner Id from SFDC

by rish_tracktik 01-05-2021

@SanfordWhiteman - The lead is not owned by any queue upon lead creation, infact when i check the SFDC i can see the default owner as the lead owner but nothing in Marketo.

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4437 0 7
Marketo not fetching Owner Id from SFDC

by rish_tracktik 01-05-2021

Hi there, We don't use assignment rules in our SFDC and we have our lead settings to one default lead owner that will kick in when there is no lead owner. The screenshot below:- While using auto-assignment rules in the sync to SFDC flow step, I can see that the lead is successfully inserted in SFDC...

Discussions

4446 0 9

sfdc sync
Task Creation Failing

by rish_tracktik 01-04-2021

Hi, I have been recently facing unwanted redundancies in a simple autoresponder program setup. When a new person is created and someone fills out a demo form an autoresponder email goes out and a task is supposed to be created. This program was working absolutely fine until recently. We were using t...

Discussions

821 0 0
Re: Issues in Task Creation

by rish_tracktik 12-15-2020

You are right, not much significance of the Wait step here. Just included to troubleshoot and check activity log. When you mention SFDC API user, i hope you are referring to Marketo - SFDC sync user. I have checked and the SFDC id can be viewed by this user.

Discussions

1733 0 0
Issues in Task Creation

by rish_tracktik 12-15-2020

Hi Everyone, Recently we have been facing unwanted issues that cropped up and I am not able to figure out what's happening. So, on task creation for any form fill, a task was being created and that was being assigned to the sales owner. (Usually, all the tasks go to one person in our org who is our ...

Discussions

1739 0 2

Marketo Programs
Gainsight/Marketo Integration

by rish_tracktik 11-24-2020

Hi, Our CSM team is using Gainsight for Client Management and to achieve desired outcomes. Has anyone recently integrated Gainsight with Marketo and what sort of functionality is being leveraged with this integration? Do I need to reach out to support to activate it as a Launchpoint service and then...

Discussions

1019 0 0
Failsafe to prevent task creation to deactivated user in SFDC

by rish_tracktik 11-12-2020

Hi all, We are using auto-assignment rules for our task creation from Marketo. We recently had a situation where a task was updated for a contact in SFDC. The task was never created in SFDC because the contact owner was a deactivated user in SFDC or someone who left organisation. Somehow our Sales e...

Discussions

1581 0 2