Can Marketo fields be added to Salesforce after the initial sync?
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I actually meant to ask specifically about the "additional Marketo fields" such as Original Referrer, Acquisition Program ID, Inferred Company, Inferred City etc (the fields that come with pre-made Marketo API names) - not about new custom fields. I wonder if that changes things or not...
Message was edited by: Maria Savelyeva
Marketo fields won't be added to SFDC, rather you create a new SFDC field and create a new Marketo field and map them together. The alternative is to create the field in SFDC and add that field to the sync user profile and it will then be visible in Marketo for use.
It is almost always better to create in SFDC, map between objects, and then expose to the Marketo User.
If you create the field in Marketo first, it is harder to connect back to SFDC (need Support); and there is potential data loss.
Hey @Josh Hill -
Curious how did you get support to help with this? We have several fields that were created in Marketo that we'd like to get pushed to Salesforce. However, Marketo support isn't being very cooperative. Any help would be much appreciated.
There are steps listed somewhere in a thread or doc on this site.
You cannot "push" a Marketo field to SFDC. You need to
Thanks for adding your warning about backing up data and being prepared to lose SFDC data!
It caused me to search further and find this important instruction from Michael Langellotti's about exactly how to prepare for this.
At the risk of plagiarizing, I couldn't say it any better than Michael!
**VERY Important BEFORE creating new SFDC fields to sync with existing MKTO fields:
This comment from:
"Yes, you create the fields in SFDC and then you create a ticket with Support to have them manually map the custom fields together for you.
**VERY IMPORTANT: whenever you do this, you need to block field updates from SFDC sync in the admin section in field management.
Why? Since SFDC is always considered the source of truth, and since the new SFDC fields contain all NULL values, it will start Nulling out your Marketo data. To prevent this from happening, you need to upload all the field data to SFDC first, and then you can re-enable the SFDC sync.
So steps below
1. Block Salesforce sync from Marketo fields
2. Create ticket asking Tech support to map fields
3. Upload data into SFDC fields from Marketo
4. Re-enable Salesforce sync
You can ask the support to change the mapping of a custom Marketo field with another field in SFDC, if that field is visible to the Marketo user. As a best practice, it is always better to create a new field in CRM and then let it sync over to MKTO.
And don't forget to create it with the same API name on both the contact and lead object if applicable