Make it possible for CRM (SFDC/MS Dynamics) custom objects to show up in the custom object tab in the Lead detail screen

Make it possible for CRM (SFDC/MS Dynamics) custom objects to show up in the custom object tab in the Lead detail screen

We can have Marketo custom objects to show up in the custom object tab in the lead detail screen, but we cannot do the same for SFDC nor MSD custom objects.

Just make it possible for the CRM custom objects as well.

-Greg

10 Comments

The absence of display of the SFDC custom object make it very difficult to control what's really happening with the custom object sync. We have a case where we render custom object records using a velocity script and the script seems to not retrieve data on some leads and to retrieve data on other. But as we cannot check what we really have in the DB, it is extremely difficult to pinpoint the source of error.

-Greg

Anonymous
Not applicable

Same is true for the custom object sync from Microsoft Dynamics.  It appears to be syncing intermittently, but we cannot diagnose easily because we can't display the data.

Edited the idea to make it cross CRM.

Anonymous
Not applicable

This would be hugely useful!

Is there any progress on whether this idea will be included in a future release?

Anonymous
Not applicable

I can see the custom object from sfdc in Marketo, but for some reason, the filters I use to build the smart list didn't return the right amount of leads. Not sure if this is working right.

HI Emma,

there can be some delays in syncing the custom objects.

pls ask a question in the product section to get some more insight.

-Greg

Anonymous
Not applicable

Ok, thanks.

Level 2

This would be very useful to us! We use opportunities and custom objects a lot. It'd also be great to customize the fields the the Opportunity Info tab has for SFDC users. We have fields we use constantly but they aren't displayed because they are custom fields on the Opportunity.

Yes please! This would be a lifesaver for SFDC to Marketo for us.

Community Manager
Status changed to: Open Ideas