Brian Law

Changing the Field Type of a Marketo Field - Deep Dive

Blog Post created by Brian Law Employee on Apr 2, 2016

Here are the instructions for Admins to change the type of a Marketo field.

 

You can only change the field type for custom fields. A notification will appear letting you know if you won’t be able to change a field type. Records may need to be updated if a trigger campaign fires while the CDV flow step is removed.

You won’t be able to change the field if it is in use including being used in a CDV flow step.

You can’t change a score or formula field.

The values of the field may be cleared when you change the field type. The warning message you see will vary depending on what Field Type you're changing from/to.

To preserve the data, you will want to export it and re-import it after you change the field type. You may need to change the format of the value, depending on what the date field will accept and how the value is formatted now. In order to change the field type you need to remove it from all assets currently referencing it as well, so if you have a lot it might be easier to create a new field and start using that one instead.

 

Summary of typical field type changes

 

Current Type

Change to

Allowed

Existing Data Will be Lost

String

Score

Yes

Yes

Score

String

No

N/A

String

Boolean

Yes

Yes – All new values will be false

Boolean

String

Yes

Yes

String

Integer

Yes

Yes

Integer

String

Yes

No

Integer

Score

Yes

No

Score

Integer

No

N/A

Date

Datetime

Yes

Yes

Datetime

Date

Yes

Yes

String

Email

Yes

No

Email

String

Yes

No

String

Text (Aka Text Area)

Yes

No

Text

String

Yes

No – Values may be truncated

Formula

Anything

No

N/A

 

Additional resources for learning about the Marketo integration with SFDC.

Outcomes