rish_tracktik

rish_tracktik
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Date Last Visited
‎10-14-2021 03:45 PM
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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 name dot 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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    4327 0 1
  • Re: Marketo not fetching Owner Id from SFDC
    by rish_tracktik name dot 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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    4339 0 3
  • Re: Marketo not fetching Owner Id from SFDC
    by rish_tracktik name dot 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...

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    4390 0 5
  • Re: Marketo not fetching Owner Id from SFDC
    by rish_tracktik name dot 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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    4443 0 7
  • Marketo not fetching Owner Id from SFDC
    by rish_tracktik name dot 01-05-2021 quickview

    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...

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    4452 0 9
    sfdc sync
  • Task Creation Failing
    by rish_tracktik name dot 01-04-2021 quickview

    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...

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    822 0 0
  • Re: Issues in Task Creation
    by rish_tracktik name dot 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.

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    1735 0 0
  • Issues in Task Creation
    by rish_tracktik name dot 12-15-2020 quickview

    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 ...

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    1741 0 2
    Marketo Programs
  • Gainsight/Marketo Integration
    by rish_tracktik name dot 11-24-2020 quickview

    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...

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    1020 0 0
  • Failsafe to prevent task creation to deactivated user in SFDC
    by rish_tracktik name dot 11-12-2020 quickview

    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...

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    Discussions
    1583 0 2
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Date Registered ‎07-06-2020 09:53 AM
Date Last Visited ‎10-14-2021 03:45 PM
Total Messages Posted 16
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