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Kristina_Jobert
Kristina_Jobert
Level 2
September 18, 2018
Question

Reporting on Leads/Contacts not making it into Salesforce Campaign

  • September 18, 2018
  • 1 reply
  • 4085 views

Hi Community,

We have been getting some time out issues from Salesforce which results in members not being added into their corresponding Salesforce campaigns (but who are marked as success in Marketo). This heavily skews reporting for our marketing teams with the discrepancies in numbers between the 2 systems.

Since we cannot isolate the errors in Marketo, we're struggling to pull a report / smart list on campaign members who have failed to have been added to Salesforce campaign.

Here is what the errors look like:

{cannot reference converted lead}

CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: Contact_Trigger_AIUDUD: execution of AfterUpdate caused by: System.DmlException: Insert failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id: [] () \n

Sanford Whiteman​ @Rajesh Talele​ @Darrell Alfonso​ @Rajesh Talele​ @Joe Reitz​ @Gregoire Michel​

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    1 reply

    Veronica_Holme4
    Veronica_Holme4
    Level 9
    September 19, 2018

    Can you check one of the records you know has failed to sync to see if it has a successful "Added to SFDC Campaign" activity in Marketo? I think perhaps you could run a smart list showing everyone whose program status in the program is correct but who don't have a corresponding Added to SFDC Campaign activity. That might get you there? (Haven't tested, so just a theory)

    Kristina_Jobert
    Kristina_JobertAuthor
    Level 2
    September 19, 2018

    Hey Veronica - Thanks for the insight. We have been doing this but not very scalable method as we have to dig into each and every program. We're trying to find a way to centralize this workflow and target the OVERALL database to see members who have been affected and failed to be added to ANY Salesforce campaign. We have thousands of Salesforce campaigns running so it's hard to pull in each and every Salesforce campaigns our marketing teams have active and running today.


    Do you think it's best to pull a report of this error from Salesforce?

    @Jamilyn Barna​ @Darrell Alfonso​

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    September 19, 2018

    Reporting on failed syncs is not possible directly (read this Marketo / salesforce integration needs a serious overhaul, don't you "sync"? and vote for the ideas)

    Usually, though, failing to sync with a campaign is linked the fact that the lead itself cannot be pushed to SFDC. You can detect these with "SFDC Type is empty" filter, in combination with being a member of the campaign or program that was supposed to sync the lead.

    -Greg

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