Which two steps should the consultant perform to find the root cause?

An Adobe Marketo Engage Consultant is assigned to audit an existing Marketo Engage instance. This is a 10-year-old instance. Due to high turnover within the Marketing Operations team, the team does not have the MQL assignment process documented. Marketing Operations does not have access to Salesforce. The sales team reports that they receive only 10 MQLs in a week. The Marketing team shows on average 50 MQLs in a week. The Sales team members do not get any MQL alert from Marketo Engage. They see the lead assignment only when the leads are assigned to "Sales Queue" on Salesforce. The Marketo Engage sync on Salesforce is properly configured and has write access to all standard objects and fields.

While auditing Marketo Engage instance, the consultant finds the following issues:

• An average 40 leads are getting graduated to MQLs but not syncing with Salesforce. These records are already in Salesforce’s lead object and belong to Hospitality Industry.

• The web-message field on the Marketo Engage form is not getting updated to Salesforce’s Lead and Contact objects. The Marketo Engage Sync user has read and write access to "Web-Message" field on Lead, Contact, and Account objects.

Which two steps should the consultant perform to find the root cause? (Choose two.)
A . Check if Marketo’s Custom Object is in place
B. Check if the Web-Message form field is mapped to Account object
C. Check if the Custom Activities are configured properly
D. Check if the Behavior Scoring is configured properly
E. Check if the Custom Sync Rule is in place

View Answer

Answer: B,E

Explanation:

The two steps that the consultant should perform to find the root cause are to check if the Web-Message form field is mapped to Account object and to check if the Custom Sync Rule is in place. These steps will help the consultant to identify and resolve the issues that are causing leads not syncing with Salesforce or fields not getting updated.

Checking if the Web-Message form field is mapped to Account object will help the consultant to verify that the field mapping is correct and consistent between Marketo Engage and Salesforce, as well as between Lead, Contact, and Account objects. Checking if the Custom Sync Rule is in place will help the consultant to verify that there are no filters or conditions that are blocking leads from syncing with Salesforce based on their industry or other criteria.

References:

https://docs.marketo.com/display/public/DOCS/Salesforce+Sync%3A+Overview

https://docs.marketo.com/display/public/DOCS/Field+Mapping

https://docs.marketo.com/display/public/DOCS/Custom+Sync+Filter