Changes to Marketo Salesforce Sync - Overview

Version 10

    Included in this article

    Overview

    Due to changes to the SFDC integration architecture, action is required soon to continue syncing a small number of fields to your Salesforce instance.

     

    Unlike the hundreds of fields that sync between your Marketo and Salesforce instance every day, these fields are set up by deploying a separate “package” on force.com. Now, we can directly sync these fields just like the others.

     

    Most customers are only using a couple of these fields in their Salesforce instance – Lead Score and Acquisition Program. However, if your SFDC users rely on any of the 16 fields affected, you’ll need to make some quick modifications to the integration setup.

    Abbreviations and scope.PNG

     

    What’s Happening?

    • Marketo's MLM AppExchange package is being retired. The core Marketo > SFDC sync functionality will remain unchanged.

    • The MLM package itself doesn’t do much, but was responsible for taking 16 fields from Marketo and creating 32 corresponding SFDC fields to sync data into (16 on the Lead object, 16 on the Contact object).

    • The configuration update will shut off the sync of data to the MLM package and these fields, so the data in those fields in SFDC will become stale and won’t update.

    • You can keep syncing the same data to SFDC but it requires creating new custom fields.

    • Once the fields are created, a drip process will be initiated to backfill existing data from Marketo into the new fields in SFDC.

    • The MLM package will be officially deprecated as of January 31st, 2017. The data will stop syncing to the fields created by the MLM package after this date.

     

    Deadline is January 31st.PNG

     

     

    Fields Affected

    When the configuration change happens, data will stop syncing from these 16 Marketo fields to their 32 corresponding SFDC fields.

     

    Lead Score

    Acquisition Program

    Acquisition Program Id

    Acquisition Date

    Original Search Phrase

    Original Source Info

    Original Source Type

    Original Referrer

    Original Search Engine

    Inferred Company

    Inferred Metropolitan Area

    Inferred Phone Area Code

    Inferred State Region

    Inferred City

    Inferred Postal Code

    Inferred Country

     

     

    Where to Go for More Information

     

    • Recap Summary

    Now that the changes have been completed, and the deprecation date has passed, this doc will give you the overview of what has happened: Changes to Marketo Salesforce Sync - Recap Summary

     

    • Frequently Asked Questions

    Check out our FAQ for the answers to the most commonly asked questions. Changes to Marketo Salesforce Sync – Frequently Asked Questions

     

    • Discussion thread

    We've created this discussion thread in the community to address any questions you may have. This discussion thread will be monitored by the Marketo team to ensure you get answers to your questions. Changes to Marketo Salesforce Sync – Questions and Discussion

     

    • Release Schedule

    The release is being staggered over the course of 6 months. This doc will give you exact details so you can know precisely when your Marketo instance will be updated. Changes to Marketo Salesforce Sync – Release Schedule

     

    • Under the Hood Documentation

    This doc will give you all of the nitty gritty details of exactly what is happening. If you're looking for in depth technical details, this is the go-to doc to check out!

    Changes to Marketo Salesforce Sync – Under The Hood

     

    • Recreating Affected Fields

    There are different versions of Salesforce, but don't worry, all of the details on how to recreate the affected fields as well as a video tutorial can all be found in the documentation here: Adding Marketo Fields to Salesforce

     

    • Preventing Problems In Salesforce

    Recreating the new fields in Salesforce can cause your Workflows, Apex Triggers, Reports and AppExchange apps behave differently. They'll need to be updated and this doc will show you what to watch out for: Changes to Marketo Salesforce Sync – Preventative Troubleshooting

     

    • Contact Marketo Support

    If you would prefer to talk to someone live, please contact Marketo Support over any of the channel listed here: Contact Marketo Support