2 Replies Latest reply on Nov 9, 2017 6:17 AM by Tammy Chan

    Setting up SFDC Sync - Contacts not syncing??

    Tammy Chan

      Hi,

      I've been trying to sync my SF instance w/ Marketo finally my lead records synced over, but not my contact records. I logged a ticket w/ help desk and they noticed that in order for the contact records to sync over I had to have the Marketo Sync user profile to have "Modify all" and "Edit all" checked off and edit physically edit a contact record in order for a contact record to sync into Marketo. They suggested i do a mass upload into Salesforce Dataloader for all my contact records in SF in order to get it synced to Marketo.

       

      I'm trying to see if anyone else has ever had this issue, i have no special workflows/set up on with my contacts in my SF instance, i didn't have to check off "edit all" or "modify all" for my lead records and they synced fine, and it sounds weird that i have to re-upload all my contacts in SF in order to get them to sync into Mkto, I'll do it just would like to know if anyone else ever had this happen and if this sounds strange to anyone else before i did this?

        • Re: Setting up SFDC Sync - Contacts not syncing??
          Josh Hill

          If your  Marketo Sync User cannot properly see SFDC COntacts and Accounts, then it won't sync.

           

          I'm pretty sure they will sync over once you adjust your permissions. I am unsure if the specific advice they gave is correct. But it is the default advice if you check docs.marketo.com for how to implement Marketo the first time.

           

          My understanding is the SFDC Contacts should sync over immediately. Perhaps Support wants you to force a sysmodtimestamp so Marketo knows what to do.

            • Re: Setting up SFDC Sync - Contacts not syncing??
              Tammy Chan

              Thanks Josh! I don't know how else to adjust my permissions outside of the Mkto Sync user Profile and under "Object Settings."

               

              I had provided access to read,edit,and view, when I edited the contact under those permissions it wouldn't sync, but as soon as I checked of "Modify All" and "Edit All" any edit made on the contact would then sync - over.

               

              Is there another permissions area I could be missing?