SFDC - Required Fields for SFDC Sync

A document by KCS Integration on behalf of 9bbab3ec0a572302bfd523ca8d7abc5e747191b7 on Feb 8, 2018Last modified by 9bbab3ec0a572302bfd523ca8d7abc5e747191b7 on Feb 8, 2018
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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.

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