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Starting out with ABM - teething issues with lists?

Question asked by Mark Farnell Expert on Oct 20, 2016
Latest reply on Oct 28, 2016 by Anna Jensen

We're just starting out on the ABM journey and are using the new ABM product to support this.  We're seeing some unusual behavior in the selection of named accounts via CRM (have a case raised, just wondering if anyone else is experiencing the same behavior)

 

For context we have set up a custom field that ABM can use as a filter to select ABM accounts from CRM.  For our first list, around 200, ABM could only see about 180.  We think this is because ABM only displays each unique domain, or accounts with a domain,  but can't see confirmation of this in docs i.e. if there were 2 marketo.com domains, only 1 account would be listed in ABM.  How this physicaly works should be in docs (can't see it here Discover Accounts - Marketo Docs - Product Docs )

 

So to test this we ecided to null out the checkbox on the CRM side, tidy the data and then look again - BUT 2 accounts were left behind ie they are marked as checkbox = true in ABM, but are false in CRM.

 

As I said, we have a  case on this, but would be interested to see if others are having issues.  For me, the most important part of ABM is getting the right accounts in, and so far we're having problems with that.

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