A team member asked me if there was an easy way to create a data/field dictionary for a Marketo/Microsoft Dynamics native integration and unfortunately there isn't. In this article...
Here are a few helpful tips regarding assigning a record to a queue when using the Sync Person to SFDC flow step:
If the record flowing through the flow step is a
Marketo only...
TheSFDC is Deleted field can be used to identify a SFDC Lead or Contact which used to be in SFDC but was deleted and now only lives in Marketo. Typically the record is deleted fro...
If you create a multi-select field in SFDC, let's say it called "Product of Interest," it syncs as a string field in Marketo. If multiple values have been selected in SFDC, they wi...
Hi, when you merge records together the following things may happen: 1) program membership is merged and the surviving record may be added for the first time 2) score is transferre...
Here’s a few tips if you’ve been using Marketo as a standalone system and are now planning to integrate with Microsoft Dynamics. Please note the following tips are for integrating ...
Yes, the Marketo only field can’t be used (aka “In Use”) at all to merge it with a MSD field.You have to remove the field from the Smart Campaign, Smart Lists, etc.
If you look in ...
If you've been using Marketo as a standalone system and have created custom fields, once you've integrated with Microsoft Dynamics (aka MSD) you may see similarly named fields sync...
Hi Emily, I've been sick and been slow to catch up on questions. One way to handle a custom sync rule without a SFDC workflow rule would be to set the value of the custom field usi...