SFDC Details doesn't show in lead alert emails | Community
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A
Anonymous
April 13, 2017
Solved

SFDC Details doesn't show in lead alert emails

  • April 13, 2017
  • 3 replies
  • 4746 views

Hi!

In our lead alert emails, "SFDC Details" stopped appearing consistently about two weeks ago.

Our instance of Marketo is synced w/ SFDC.

"SFDC Details" ALWAYS appears if the lead is already in SFDC, and NEVER appears if it's the first time a lead has ever been in SFDC.

But this wasn't always the case!

"SFDC Details" ALWAYS appeared no matter what.

Any idea how to get this to display all the time?

We've been going back and forth with support quite a bit with no luck.

Thank you!

Emily

e.henze@jobtarget.com

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    Best answer by

    ISSUE SOLVED!

    We tried different things based on the comments like the order of ops and were able to fix the issue by adding in "Sync Lead to SFDC" to the flow.

    THANK YOU!!

    3 replies

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    April 13, 2017

    Please move the thread to Products. "Community" is for website feedback, not support on Marketo products.

    Darrell_Alfons2
    Darrell_Alfons2
    Level 10
    April 13, 2017

    Hi Emily,

    That's the SP_SendAlert_Info token, (Use the Send Alert Info Token {{SP_Send_Alert_Info}} - Marketo Docs - Product Docs ) which you aren't able to edit.

    My guess is that something in your order of operations changed. So previously, the lead was getting sync'd to salesforce before the alert went out, and now the alert is getting sent out before the sync.

    A
    Anonymous
    April 13, 2017

    Hi Darrell!


    Thanks so much with your help on this.

    Where would the order of ops have been changed i.e. in Marketo or SFDC?


    Do you know where we could check that setting?

    Thanks again!

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    April 13, 2017

    I don't think there's ever been a guarantee that the lead would be synced before an alert goes out. This doesn't make sense, actually.

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    April 13, 2017

    In our environment (Marketo/MS Dynamics CRM), we've always needed two separate links: one for the Marketo lead record; another for the MSD lead/contact record:

    What we are noticing more of lately is the MSD link is invalid since it doesn't include the GUID - meaning the alert is being sent before the bi-directional sync is taking a bit longer than it used to.  So we had to increase the wait step in our campaigns (from 20-30 minutes):

    Oddly, everything seems to be running slower these days: the bi-directional sync (CRM contacts take upwards of 45 minutes), trigger campaigns (upwards of 30 minutes even though there's no backlog in the campaign queue, etc.)

    A
    Anonymous
    April 13, 2017

    Thanks a lot Dan! Helping us get to the bottom of this.

    Darrell_Alfons2
    Darrell_Alfons2
    Level 10
    April 13, 2017

    glad you found the solution! make sure to mark the question as answered so others don't have to review it.

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