Set up alert when Sync Person to SFDC Fails? | Community
Skip to main content
Kim_Wieczner
Kim_Wieczner
Level 3
June 1, 2018
Question

Set up alert when Sync Person to SFDC Fails?

  • June 1, 2018
  • 4 replies
  • 8326 views

I am hoping to trigger an alert when the Sync to SFDC activity fails. Does anyone recommendations of how to trigger something like this? I have fixed the error that caused this to fail but I want to be able to monitor anything like this in future. The message I am seeing is indicating failure in the details of the Sync Person to SFDC activity.

Screenshot:

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    4 replies

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    June 1, 2018

    There are a few existing ideas already. Here’s an example:

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    June 1, 2018

    Hi Kim;

    Not possible. You will find a quite exhaustive list of what's missing in the SFDC connecotr here: Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

    -Greg

    David_Gallaghe2
    David_Gallaghe2
    Level 4
    June 1, 2018

    This is a pain in the arse for sure. I've had a few discussions on the subject and (I am not sure of the validity, but sounds right)...

    If you are warehousing your activity detail -- running nightly exports of activity history, that meta data is included in those exports. Then with a few allegedly simply queries depending on your particular setup, you should be able to run a query or BI tool to locate those trouble spots the next day.

    I also had some chats with the folks over @DigitalPi Consulting​ about a year ago and they were putting together a really slick @Omega DigitalPI for monitoring Marketo Health/Syncs/Etc. The turned it into a product/service: OMEGA – Automation Intelligence . I'd suggest checking it out. Note of bias -- I am partial to DigitalPi: they're smart, witty, and get both the human and operational side of marketing.

      R
      rachel2-2
      Level 8
      July 30, 2018

      Thanks for the shoutout, David! I'm excited to say that our OMEGA tool has gotten pretty robust over the last year. Kim, if you are interested, I'd be happy to show you how it might be able to help you quickly identify errors like this one.

      An alternative suggestion if you are still experiencing this issue. If you have a global campaign to sync leads to SFDC, you can add a wait step to that campaign and then check to see if the person was created in SFDC a few hours later. If they were not, you can send an alert and have a Marketo admin look into it.

      Hope this helps!

      Rachel (from Digital Pi )

        Kim_Wieczner
        Kim_WiecznerAuthor
        Level 3
        July 31, 2018

        Thanks Rachel. What logic are you applying in your global lead sync campaign (post wait step) to see if the lead was created?

        Kim Burditt
        ChristinaZuniga
        ChristinaZuniga
        Level 9
        July 31, 2018

        I have a process that works partially using native SFDC and Marketo functionality. My SFDC admin has a field that calls the 18 character ID of each lead and contact, he's shared that to my Marketo instance. Then I just have a batch campaign that runs nightly that says "Lead 18 character ID missing AND Contact 18 character ID missing". If both are empty, the lead didn't sync for some reason and I can investigate and manually sync it.

          Terms & ConditionsAccessibility statement

          Loading footer...