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A
Andrew_Seidman
Level 2
October 11, 2018
Question

Confusing Action in Activity Log + Smart Campaign

  • October 11, 2018
  • 2 replies
  • 3456 views

Hi there,

We have a smart campaign called Lead Source -> Web Direct.

It has triggers "Person is Created" and "Filled out form is any".

Here is the flow:

There are no other flow steps after step 4.

We had a lead go through the workflow.

It completed Step 1 delay

It completed step 2, resolving to "Do Nothing"

It completed Step 3, updating Person Source to Web Direct.

Then... it re-updated its Person Source to "Web"

Then, it synced to SFDC.

If I go into the Activity Details, it looks like sfdc was the source of the change (??):

can you help?

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2 replies

Chris_Wilcox
Chris_Wilcox
Level 8
October 12, 2018

It is most likely that your Marketo Integration user does not have write access to the field in question in SFDC. So, Marketo is changing the value on its end, SFDC is basically rejecting that change as Marketo does not have write access, and is pushing back the old value. I've had the exact same thing happen to me and that was the source of the issue. Reach out to your SFDC Admin and ask them what the permissions to that field are for the Marketo Integration user.

Good luck!

A
Andrew_SeidmanAuthor
Level 2
October 16, 2018

I'm exploring this, but I don't think it could possibly be the issue for a few reasons:

  • The Marketo User is already a SFDC admin and Marketing User = TRUE
  • There are many other workflows that are basically identical to the one in question that are all working/updating correctly without getting overwritten

Any other ideas?

Andrew

R
rachel2-2
Level 8
October 12, 2018

Quick check (you've probably already checked for this) - you don't have any other campaigns named Lead Source --> Web Direct do you? If you search for that record in the Database the campaign that updates it should be clickable in the activity log.

A
Andrew_SeidmanAuthor
Level 2
October 18, 2018

I do not have any other campaigns with the same name, sorry! Any other ideas?

R
rachel2-2
Level 8
October 19, 2018

It does seem weird to me that there is a smart campaign referenced for the change, but then Marketo calls out SFDC as the reason it changed. I might reach out to support to see if they can nail down which place it originated from, and that would help narrow it down quite a bit!

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