Brian Law

Merge a Marketo Field with a SFDC Field – Deep Dive

Blog Post created by Brian Law Employee on Apr 4, 2016

Merging fields is a trick Marketo support and services can do to combine a Marketo only field with a SFDC field.

 

Example:

Marketo won’t be able to merge a field if the type doesn’t match the field you are merging with. Thus, they can only merge a string field with a string field. They won’t be able to merge a date with a datetime field.

 

They won’t be able to merge a field if it is in use.

Merging fields starts with selecting which field (Friendly name will remain).

 

When they merge fields you need to determine which field you are merging with, it is called this the Target Field. You also need to choose which value will win.

Merging fields may take some time and once started it cannot be canceled. Once the merge is completed the merged field will no longer exist in Marketo.

 

Important: If you are in the process of integrating/syncing SFDC with Marketo for the first time, I highly recommend you merge the fields before you start the record sync between SFDC and Marketo. Since merging fields takes time I recommend building this task into your implementation schedule.

 

Checklist of information to provide Marketo professional services.

  • Names of the fields to be merged.
  • Confirm the two merged fields are of the same field type
  • Confirm all the fields to be merged are not being using in any smart lists/campaigns
  • Determine which value will win for each merge

 

Additional resources for learning about the Marketo integration with SFDC.

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