SFDC - Required Fields for SFDC Sync

Version 2

    Issue Description
    Below are the fields in SFDC that are required by Marketo to sync an object.  Fields in () are fields additional fields that are required if you also have Sales Insight configured.

    Also specified are the fields that can be updated by Marketo.  The rest of the listed fields only need to be "Read-only" for the purposes of the sync.

     

    If any of these fields are not visible to the Marketo Sync user, you will see sync failures indicating that a required field is missing.  To fix this, have your SFDC admin update the permissions level for the field(s) for the sync user's profile.

     

    Issue Resolution

     

    Lead

    Fields: IsConverted, ConvertedDate, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId, status, OwnerId, IsDeleted, MasterRecordId, Id, SystemModstamp, CreatedDate, Name, Email, (Company, Owner.Name)

    Can be updated from Marketo: status, Name (via first/middle/last name), Email. 

     

    Contact

    Fields: AccountId, OwnerId, IsDeleted, MasterRecordId, Id, SystemModstamp, CreatedDate, Name, Email, (Owner.Name, Account.Name)

    Can be updated from Marketo: Name (via first/middle/last name), Email

     

    Account

    Fields: OwnerId, IsDeleted, MasterRecordId, Id, SystemModstamp, CreatedDate, ParentId, Name

    Sync is one-way only by default so Marketo doesn't make changes to your account records.

    If two-way sync is turned on (e.g. for Person Accounts), Marketo can update Name.

     

    User

    Fields: AccountId, CreatedDate, Email, Id, ManagerId, SystemModstamp, UserType

    Sync is one-way only by default so Marketo doesn't make changes to your user records.

     

    Opportunity

    Fields: Id, IsDeleted, SystemModstamp, AccountId, CampaignId, CreatedDate, IsClosed, IsDeleted, IsPrivate, IsWon, Name, OwnerId, Probability, StageName, SystemModstamp, (LastModifiedDate)

    Sync is one-way only by default so Marketo doesn't make changes to your opportunities.

     

    Opportunity Contact Role

    Fields: ContactId, CreatedDate, Id, IsDeleted, IsPrimary, OpportunityId, SystemModstamp

    Sync is one-way only by default so Marketo doesn't make changes to the contact roles for your opportunities.

     

    Campaign

    Fields: Id, IsDeleted, SystemModstamp, CampaignMemberRecordTypeId, CreatedDate, IsActive, IsDeleted, Name, OwnerId, ParentId, Status, Type

    Sync is one-way only by default so Marketo doesn't make changes to your SFDC campaigns.

     

    Campaign Member

    CampaignId, ContactId, CreatedDate, Id, IsDeleted, LeadId, Status, SystemModstamp

    Can be updated from Marketo: Status

     

    Campaign Member Status

    Fields: CampaignId, CreatedDate, Id, IsDefault, IsDeleted, SystemModstamp

     

    Tasks

    Fields: Status, SystemModstamp, IsDeleted, CreatedDate, WhoId, OwnerId, WhatId, AccountId, IsClosed, IsArchived, IsReminderSet, RecurrenceActivityId, IsRecurrence, Id, SystemModstamp, Subject

     

    Event

    Fields: CreatedDate, Id, IsDeleted, OwnerId, Subject, SystemModstamp, WhoId

     

     

    Who This Solution Applies To
    All instances with a native SFDC integration.