Skip to main content
Jared_Sundvall
Jared_Sundvall
Level 1
September 15, 2017
Question

SFDC Sync Not Always Assigning Salesforce Partner

  • September 15, 2017
  • 1 reply
  • 1651 views

Hello, everyone!

I'm currently working through an issue where our Marketo flow appears to be built accurately, and all data is available from the Lead via a web form, but the syncing action isn't always assigning a Salesforce partner to the Lead (I'd say this is happening to about 25% of our incoming Leads). This is resulting in our team needing to manually go into Marketo to sync the Lead to the appropriate Salesforce partner. I've made some very minor adjustments to the Smart List and the Flow, but the problem seems to persist. I've attached some screenshots below - maybe someone can see the issue?

NOTE: We use the "Person is Created / Source Type is not Salesforce" rule in the Smart List because we initially imported leads directly into Salesforce when we got started with Marketo.

NOTE: I redacted our Salesforce "User's" names for their privacy. What isn't shown in the screenshot above is that there are a total of 8 choices and one default choice.

Am I missing something in my setup? Do I need to rearrange any of the actions in the Flow to achieve better results? Any help here would be GREATLY appreciated!

Thanks.

This post is no longer active and is closed to new replies.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

1 reply

Veronica_Holme4
Veronica_Holme4
Level 9
September 15, 2017

Hi - I'd be going back through examples of different leads in their activity log and see if they are hitting the smart campaign properly and that Salesforce itself isn't interfering. Is there any chance leads are hitting an assignment rule or workflow of some kind when the leads hit Salesforce?

Jared_Sundvall
Jared_SundvallAuthor
Level 1
September 15, 2017

Hey, Veronica! Thanks for the response!

I had been looking through a bunch of logs comparing Leads that synced to Salesforce against those that did not and felt I had determined the issue to be a part of the original Smart List setup that was excluding from the sync Leads that already existed in our database from other forms. I made and adjustment to those rules per Marketo Support, but was still seeing some Leads coming into Marketo, but not syncing to Salesforce.

However, all of our Leads coming through today have been syncing to Salesforce as expected. Maybe the problem is resolved?

At any rate, if I see another come through without syncing to Salesforce I think I will reach out to our Salesforce contact per your suggestion to see if there's something happening on their end.

Thanks again!

Terms & ConditionsAccessibility statement

Loading footer...