Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Mike_Reynolds2
Level 10

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Hoi Nguyen

The Marketo side will be completely unaffected. No fields in Marketo are changing at all. The same Lead Score and others will stay the exact same as they've been, so no campaigns in Marketo will need to be changed at all. The only difference is which field on the Salesforce side that these Marketo fields are mapped to. That change will only affect Salesforce and has no affect within Marketo at all.

Inside of Salesforce, everything that references the older fields must be updated to reference the newly created fields instead. We have the doc here that talks through this in more detail: Changes to Marketo Salesforce Sync – Preventative Troubleshooting

I can't really tell you how to get info out of SFDC since it's not our product. What I can tell you is that if the fields are in use, you won't be able to delete/uninstall them. If you try, my guess (and this is a complete guess--again, it's not our product) is that it should tell you where they're in use. Best bet would be to check with SFDC Support for more details there.


Hope that helps!

Mike

Anonymous
Not applicable

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

This is a great post, thanks

Anonymous
Not applicable

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Mike,

Is there anything I need to do to prepare for the cut over? It sounds like the primary action item is to create the new fields with the mkto71_ prefix in the field name during our specified cut over time and the data will only backfill if you use the mkto71 prefix, is that correct?

Also wondering, why the 71 as a prefix?

Just want to make sure I'm not missing any steps before creating the new fields.

Thanks!

Mary

Mike_Reynolds2
Level 10

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Mary Martin

You'll definitely want to be sure to create the new fields during the scheduled window since that will kick off the backfill process. In terms of what to do ahead of time, we do have some documentation here that goes over common things to look for: Changes to Marketo Salesforce Sync – Preventative Troubleshooting

As for the prefix to the fields, why the specific prefixes uses the 71, honestly I'm not sure. The easy answer is that it's not used elsewhere, which prevents conflicts with other API names. But why 71 as opposed to 15 or 94712, I'm not really sure. It was designed by our Engineering team with the goal of preventing it from being already in use elsewhere as API names.

Does that answer your questions? Let me know if there's anything else I can help with.

Thanks,

Mike

Anonymous
Not applicable

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Can you tell me if the Inferred Company or ISP field will start showing the company name again? Do we have the ability to select what we want displayed (co v ISP)? Our anonymous web traffic report is much less useful with just an ISP shown rather than the company name.

Thanks much!

Mike_Reynolds2
Level 10

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Lisa Edington

I don't think the reporting issue you're seeing is directly related to this, but is part of the changes to how Anonymous leads are promoted to Known leads that started rolling out in the Winter 2016 release. We have some detailed documentation on that upgrade, but the specific one that applies here is the document on the changes to Analytics Reports.

Let me know if that helps!

Thanks,
Mike

Anonymous
Not applicable

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Mike,

Will SFDC allow me to uninstall the MLM package if I have existing workflows and/or formula fields using the old fields?

Hoi

Mike_Reynolds2
Level 10

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hoi Nguyen

No, if the fields are in use anywhere else, referenced in workflows or anything else, then SFDC will give you an error when you try to uninstall it.

Mike

Mike_Sherwood1
Level 2

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

When we set up the integration initially we created those 16 fields manually in SF.  Those were the instructions at the time (several months ago).  Does that mean we don't need to do anything, assuming they are given the correct API names?

Mike

Mike_Reynolds2
Level 10

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Mike Sherwood

It'll depend on which method you used to create the fields. If you didn't install the MLM package first, but rather created the fields manually with the instructions below, then you should be all set: Adding Marketo Fields to Salesforce Enterprise/Unlimited Edition

Let me know if that answers your question

Thanks,

Mike