rish_tracktik

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.

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?

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 concrete findings. Please advise!

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.

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 but on task creation step I am getting this error " Failed: no owner specified for lead id *******". As i further see the sync step i see that there is no owner id being fetched during this sync process. On checking with our SFDC admin nothing major has changed from the SFDC side that will impact any owner assignment. Please advise. Thanks

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 the auto-assignment rules i.e. "Assign to Sales Owner" in the Task creation step. (Screenshot below) but getting this error. No unwanted changes have been made in SFDC or in Marketo. The same program setup has been running throughout the past year and no errors or exceptions have been caught until now. Can someone please tell me what is the root cause of this and how to fix this? I am finding no luck troubleshooting this. Exception:-

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.

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 Sales Enablement person). Since the past few days, the task creation is giving the exception for no owner found for lead id. Also, as I see from the activity log it is not able to sync to SFDC properly as it is telling me the object has been deleted. The lead id still exists in SFDC, so don't know why this problem is coming. This problem recently cropped up (3-4 days ago) and the flow was working fine before. I reached out to our SFDC admin too and no major customization has been done from the SFDC end. Does anyone know what is the cause of this and how to overcome this? Flow Steps:- Thanks

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 create an API user and create this service? I haven't been able to find good resources on community and elsewhere about this integration. Thanks

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 enablement team caught this. We want to put a Failsafe in place that whenever such a situation happens the task should be routed to an active user or I can pick one active user who should receive all these tasks to avoid any RACE condition. Is there a workaround available for this? Any suggestions would be very helpful, how to handle this scenario. Thanks

rish_tracktik · ‎11-11-2020

Hi Everyone, We recently switched from Go-to Webinar to Zoom. Now, native integration exists between Zoom and Marketo. I have connected the Launchpoint service and the functionality we are trying to achieve is to send our Invitation via Marketo and use a WordPress LP for registrations. Once the registration is successful, a confirmation email goes out from Zoom. On setting the webinar in Zoom and connecting it with the Marketo Webinar program, I don't see an option to edit the registration URL in Zoom Webinar. Every time, we register via our LP, it causes a registration problem. Has anyone recently setup a webinar with Zoom and can help by providing inputs, what could I be doing wrong here. We are using the business edition of Zoom webinar and I am a Licensed member of my Zoom org but not an admin. Thanks.

rish_tracktik · ‎10-07-2020

Thanks, Michael. The solution you described worked out for me.

rish_tracktik · ‎10-06-2020

Hi Everyone, I recently implemented the LinkedIn Lead Gen form to our Marketo instance. As I can see the functionality is working smoothly and we are receiving the leads people who fill out the form to download any piece of content. Once these leads enter into Marketo, I am creating a task for the Sales/BDA's to share this information so that they can follow up. I am not able to sync the Linkedin Lead Gen form name via Task so that the Sales rep. know what piece was downloaded through which form. What is the best way to send this info or any other alternatives that would be helpful too? Thanks

rish_tracktik · ‎09-29-2020

Hi Everyone, I am fairly new to Marketo and looking to get some direction around what I am trying to achieve here. We have a dedicated team of our Customer/Client success managers(CSM's) and each has its own accounts. Till now, we used one default email address to send emails to all clients. We want advanced functionality and the emails should come from respective CSM's to their own accounts. I can create one email and create different versions of that email with different CSM addresses and signature but this approach takes a lot of time. Is there a way around to do this quickly? The account that is owned by a respective CSM, we use a custom field called "Owner" to identify whose account it is. Thanks

rish_tracktik · ‎09-22-2020

Ideally, the best practice is to keep the company name as to how you got it first place. Why would you try to rename? Any specific use case?

rish_tracktik · ‎09-01-2020

Hi, We have connected Marketo to our 3rd party platform and we are doing a Bulk import to Marketo via REST API. Now, when a user is deleted from this 3rd party app, how can I flag Marketo about the deleted record and eventually delete it from the Marketo database. Currently, the script is running nightly to update, if any new records are added to our platform and a lead is created in Marketo. We need to catch all the deleted leads via this API or some other method and delete it from our DB. Thanks.

Online Status	Offline
Date Last Visited	‎10-14-2021 03:45 PM

Date Registered	‎07-06-2020 09:53 AM
Date Last Visited	‎10-14-2021 03:45 PM
Total Messages Posted	16
Likes Received	1

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