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Issue You encounter the error "XSRF Protection Mismatch: User does not have access" when trying to access a Marketo instance, or when using the instance switcher to change from 1 instance to another. Root Cause This error can happen when you have multiple Marketo tabs open or can be due to session cookies, and the resolution is to clear cookies and re-try. If the error persists after clearing cookies, please reach out to Support.
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Issue My SFDC production instance is undergoing Instance Refresh Maintenance in SFDC. Will this impact the SFDC and Marketo sync? Salesforce Article: Help And Training Community Solution Provided the org ID of your SFDC environment stays the same, it will remain connected to your Marketo instance. As best practice, double check with your SFDC team that all of your SFDC records will retain their unique IDs after the refresh. After the refresh occurs, double check that the Marketo connection in Marketo (under Admin > Salesforce) is intact.  
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Issue When trying to reset a user's password under Marketo > Admin > Users & Roles, a popup error appears stating "Single id enabled users cannot have their passwords reset". Solution Admins cannot reset passwords for universal ID enabled users under Marketo > Admin > Users & Roles. The universal ID user should reset their own password themselves, by clicking on "Forgot Password" in the Marketo login page.
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Issue You encounter a "Couldn't connect to host" SFDC sync error. Environment Salesforce Solution This is a message returned by Salesforce to Marketo indicating that for some time, Salesforce couldn't be accessed because the SFDC servers were temporarily down. This could be caused by transient SFDC Server issues/outages but is most commonly caused due to scheduled Salesforce database maintenance. When these errors occur, Marketo will continue to sync to SFDC where it last left off once the Salesforce servers are back up and running - however, this only applies to records already syncing with SFDC. If any records affected by this sync error were attempting to initially sync (through "Sync person to SFDC" flow steps, for example), then the flow steps need to be run again to push any of those records to SFDC for the first time. The global background sync works on its own and will automatically retry to sync any recently updated records (that were already previously syncing with SFDC) after the Salesforce server outage has been resolved. Root Cause Server outage or scheduled maintenance on SFDC servers  
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Summary Admin unsubscribe HTML is overriding unsubscribe language hard-coded into an email template Issue You are trying to add unique unsubscribe text to a specific email asset template's code (for example: unsubscribe text in another language), but the Admin Unsubscribe HTML found in Admin > Email > Settings is overriding it.    Environment Design Studio/Admin Solution To implement dynamic unsubscribe text by language into an email asset, we recommend using the Segmentations and snippets, placing the {{system.unsubscribeLink}} directly into the email asset via the snippet as the presence of this system token in the email asset should override the Admin unsubscribe HTML. Make Your Unsubscribe Message Dynamic for Languages | Adobe Marketo Engage  
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Issue You notice that new records in Marketo have the 'Website' and 'Company Name' fields populated with the domain of their email address.     Solution This will happened when a new lead is created by a form fill-out. If the new record is imported or created manually then this would not apply. This design decision has been a part of the code for many years where the domain of the email is used for the company name and website fields on the lead record. This feature cannot be disabled.    
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Issue How page views and form fills are counted in the statistics section of a Marketo Landing Page asset. Solution How they're calculated When viewing the Landing Page asset in either Design Studio or Marketing Activities, the statistics section provides information regarding page views and form fill outs, if the page has a form located on it.  The page views are a cumulative total indicating how many times the page was loaded, regardless if the visitor was a known record in the database. This means anonymous people can record a view here, due to Munchkin tracking on the page. This section provides a total number of views, not unique visits. This means that a person can load this page multiple times and each visit will be tallied in this section. The form fills section (x Filled out Form (x%)), indicates how many times a visitor filled the form out on the page, if it has one. This total is also counted in the same way the views section is, meaning it's a total number of submissions. Therefore, if a record in your database fills out the form more than once on a page, it will be counted toward the total.   Difference between calculations The difference between these two metrics is that the page views will keep a historical record of visits to the page. This means the total will not change if you happen to delete a bunch of records that visited the page in question - the total persists regardless if the record is no longer in the database. With that said, the forms section does not. This area is tied specifically to the existence of that known record in your database. This means that, once a record who filled the form out is removed from your database, the submissions they performed will be subtracted from the total.
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Issue The subject line for an email sent out to leads did not match what was set for an approved email.   Solution The email may have Dynamic Subject Lines enabled. Dynamic Subject Lines allow you to set dynamic content for the subject line based on the Segmentation of your leads. Visit our Documentation for further information about segments and dynamic content. Segments: Create a segmentation Dynamic Content: Using Dynamic Content in an email The issue can be resolved by converting the subject line to a Static Subject Line. A Static Subject Line is a single line of content that will send out to any recipient of your email, regardless of their segmentation. You can do so by doing the following:   Click on the Subject Line to bring up the Subject Line edit buttons. Click the Make Static button
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Issue You may notice that there may be a block in SFDC that stops syncing unsubscribes from Marketo to SFDC. After fixing the block in SFDC the new unsubscribes will sync as expected.  Here is how to get all the unsubscribes that happened before this fix to sync into SFDC. Solution You would need to set up a campaign to reset the field value. Smart list: Unsubscribed = true Flow: Change data value  "unsubscribed" -> False Change data value  "unsubscribed" -> True   That would take everyone who is currently unsubscribed, switch to false and then back to true. That should cause the true value to sync up to SFDC for all of those records. However, make sure you do this at a time when you are absolutely positive there are no email campaigns going out.      
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Issue You need to mass update Salesforce records to get them to sync into Marketo. Solution Use the Salesforce provided Data Loader! This is a tool Salesforce provides for such occasions. Here's an article from Salesforce with more information. For any questions regarding this tool, please seek your Salesforce Admin or Salesforce Support as they will be the best resource to answer those questions! https://developer.salesforce.com/tools/data-loader
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Question: Is it possible to assign a lead owner during a list import?   Answer: No. The reason for this is because lead ownership is a Salesforce functionality and should be first done from within Salesforce. If you are not able to do the assignment in Salesforce, here is one option that is available to you within Marketo:   1) Upload your leads into Marketo's Lead Database without lead owner information. i.e. your import CSV will not have any lead owner column in it. More information on importing leads can be found here: Import a List of Leads from a Spreadsheet into Marketo (Import List).   2) Once the list import is successfully completed and your leads are in Marketo, you can use the "Sync Person to SFDC" flow action to assign lead ownership. More information on the "Sync Person to SFDC" flow action at Sync Person to SFDC.
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Issue Email filtering can prevent the delivery of the invitation email to the Sales Insight Outlook Plug-in, preventing end users from being able to activate the plug-in.     Solution This can be remediated by white-listing the trusted IP range from the following document: https://docs.marketo.com/display/public/DOCS/Setup+Steps#SetupSteps-AskITtoConfigureProtocols The email invitation return path is determined by the Marketo user who is inviting in the instance. So if there is a restriction on the domain that the email can be sent from you can adjust this by creating a dummy user with a username with the a domain that would qualify for IT restrictions.  Then log in as the dummy user and send the invitation. It will have the dummy address in the From line.        
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Issue In Salesforce on the Account level for Marketo Sales Insight, it does not show all the activities of the associated contacts. Solution Marketo Sales Insight only shows certain activities depending on how recently they occurred on the account level. Interesting moments: last 60 days Web Visit: last 3 days Score Change: last 30 days Email: Everything If you wanted to check activities past these dates you would need to go to the contact level and check the history there. The reason behind this is because at scale if there were 100s of contacts under one account and all contacts are active and creating activities it would be difficult to sift through the activities and may cause performance issues due to the sheer amount of data being displayed which is why this limitation is in place.  
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Issue Issue Description When syncing records between Marketo and Dynamics, an error is received of "Marketo is unable to update the following records in Microsoft Dynamics" due to "A record was not created or updated because a duplicate of the current record already exists".   Solution Issue Resolution The reason for that error is due to custom de-duplication rules set up in Dynamics, specifically when Marketo inserts a lead record or updates lead and contact records. There are a couple ways this issue can be addressed: 1) Your team can review the custom de-dupe rules in Dynamics and open them up so Marketo can insert/update records. We recommend this step first! 2) There is a Support tool that will allow suppression of the de-duplication rules set up in Dynamics for the sync user. With this tool, the sync user will be able to insert leads for the first time or updating a lead or contact. This process isn't typically recommended as a first step because it can lead to duplicate records being created, but if you'd like the suppression enabled, please reach out to Marketo support with the details of your request. Who This Solution Applies To Dynamics Users
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Issue Running a Revenue Cycle Explorer report on Opportunities shows programs from long ago are being credited for those Opportunities through Multi-Touch (MT) Attribution measures. Solution When using Multi-Touch measures, past programs will also be credited if a contact on the Opportunity achieved success in the program. A possible workaround could be to utilize Filters in the RCE report to try to narrow the results.      
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Issue Why does the record in Marketo do not have an Opportunity when its matching synced Contact in Salesforce has an Opportunity? Solution The Opportunity of the Contact in Salesforce does not have an Opportunity Contact role. "Marketo associates Opportunities and contacts using Opportunity Contact Roles. Opportunities without any Contact Roles assigned will sync to Marketo, but won't belong to anyone. For example, the person won't qualify the Has Opportunity filter." SFDC Sync - Opportunity Sync If the Contact in Salesforce has an Opportunity Contact Role, reach out to Marketo Support to check if there is a sync backlog.   Who This Solution Applies To Customers who has Salesforce integrated to Marketo
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Issue:   You or your sales reps are getting an error when editing your leads or contact records in Salesforce saying "The record you were editing was modified by Account Marketo during your edit session".   This error will usually occur in Salesforce when you are in the Edit page in while at the same time the Marketo sync is updating that same record by our periodic API sync. While this error occurs very rarely, and usually by performing mass updates from Marketo (usually by batch campaigns).   Resolution:   Here are some steps you can take from a Marketo perspective to resolve or significantly reduce the chances of this error occurring:        1. Change the process that you use to update records in Salesforce - You can successfully reduce this error by using Inline editing (by double clicking on the individual field on the record) as opposed to doing a mass update of multiple fields on 1 record (by using the Edit button).   Inline Editing - As the screenshot below shows, this done by double clicking on the individual field on your record then updating the field and then pressing the "Save" button or double pressing on the Enter key on your keyboard.   Mass Editing - this is done by first pressing the "Edit" button on the record's detail page, which will then take you the the Edit page where you can mass update multiple records then press the "Save" button.        2. Increase the Salesforce sync interval time - Another option to reduce the the possibility or receiving this error is to reduce the number of times that Marketo syncs with Salesforce. This option in effect increases the time between Marketo and salesforce syncs.  (The default is 5 minutes.)  The downside to this option is that updates made in Marketo will take a longer to sync to Salesforce and vice versa. If you want to proceed with this option, you will need to contact Marketo support to get your sync wait time increased.    
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These directions show you how to create a profile with access to Sales Insight while removing access for your other profiles.  These instructions assume you've already installed the Sales Insight AppExchange package.   Create a new profile If you have a dedicated profile for your Sales Insight users, you can skip this step.Otherwise, you should create a new one now.  Go to the Setup page and pick Administration Setup -> Manage Users -> Profiles in the menu.  Then click the New button at the top of the page: This is a article attached image   Next, pick a profile to clone and give the new profile a name.  Click Save when you're done: This is a article attached image Edit profile permissions Go back to your Profiles list.  For each profile, you'll need to edit it by clicking its Edit link: This is a article attached image On the edit page, you'll need to change a few settings.  For profiles allowed access Sales Insight: In Custom App Settings check Marketo to make the Marketo app visible In Tab Settings, change the Marketo tabs to Default On In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config if the user should have access to the config settings For those that should not have access to Sales Insight: In Custom App Settings uncheck Marketo to hide the Marketo app In Tab Settings, change the Marketo tabs to Tab Hidden In Custom Object Permissions, uncheck Read, Create, Edit, and Delete on Marketo Sales Insight Config   Click Save when you're done with each one.   Changing views Next, you'll need to create a new view for your Sales Insight profile. These instructions describe how to set up the Lead page; repeat the steps to set up your Contact, Opportunity, and Account page layouts. Go to the Setup page, then pick App Setup -> Customize -> Leads -> Page Layouts and click the New button. This is a article attached image   Clone your layout of choice and give the layout an appropriate name like Sales Insight Layout.  Click Save when you're done.   This is a article attached image Follow the instructions in the Installation guide for configuring the lead detail page.Installing the Marketo Sales Insight AppExchange packageGo back to the Page Layouts section and click the Page Layout Assignment button.   This is a article attached image   Click Edit Assignment This is a article attached image   Select your Sales Insight profile, then select your sales insight layout from the Page Layout to Use pulldown.Click Save when you're done.   This is a article attached image Repeat these steps for your Contacts, Opportunities, and Accounts page layouts.   Other Changes   Here are some other places where Sales Insight items could appear.  You'll have to remove them outright since you can't use Profiles to limit access to them: Remove Sales Insight buttons from Search Layouts for Contacts, Leads, and Accounts Remove Sales Insight columns from Contact and Lead lists
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Issue Issue Description When using a Velocity scripted my.token, the default value is not being used if the field the Velocity script is pointing to is not populated.   Solution Issue Resolution The reason for this is because Velocity script isn't designed to consider a default value the way that a lead token would. It's designed to execute the code to provide the rendered value. Although the UI specifies to look for a default, that's ignored by design since the code itself is only looking for the value for those leads. If the goal is for it to evaluate and provide a known value, otherwise then render a specified default, that needs to be built into the Velocity script code itself.  
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I'm trying to find out who had a lead score change from a specific smart campaign - would I use data value changed with a reason or some other filter?   The Data Value Change trigger/filter with the Reason constraint is appropriate for finding leads that had their Lead Score changed by something such as a manual edit or Smart Campaign. This is a article attached image This is a article attached image This screen shot shows examples of how you might set this up.   The list below shows a few of the values you may see in the Reason field. If you know the exact phrase you are looking for, use the "is" operator. For example, "Changed by Smart Campaign Contact Us." If you don't know the exact value, try using the operator "starts with" or "contains."   Synched from salesforce.com Changed by Smart Campaign System flow action System action reset Form fill-out SOAP API Manual lead edit Munchkin API Import/merge into list   The Reason filter constraint is available in these filters:   Data Value Changed Lead Partition Changed Progression Status was Changed Revenue Stage was Changed Not Data Value Changed Not Lead Partition Changed Not Progression Status was Changed Not Revenue Stage was Changed
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