Can Marketo fields be added to Salesforce after the initial sync?

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Anonymous
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Can Marketo fields be added to Salesforce after the initial sync?

Hello,

Can Marketo fields be added to Salesforce after the initial sync?

Thank you,

Maria

_ _ _ _

Clarification:

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...

Thank you!

M.

Message was edited by: Maria Savelyeva

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7 REPLIES 7
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Re: Can Marketo fields be added to Salesforce after the initial sync?

Maria,

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.

More info: Add an Existing Salesforce Field to the Marketo Sync - Marketo Docs - Product Docs

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Level 10 - Champion Alumni

Re: Can Marketo fields be added to Salesforce after the initial sync?

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.

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Level 2

Re: Can Marketo fields be added to Salesforce after the initial sync?

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.

Thanks,

-Troy

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Level 10 - Champion Alumni

Re: Can Marketo fields be added to Salesforce after the initial sync?

There are steps listed somewhere in a thread or doc on this site.

You cannot "push" a Marketo field to SFDC. You need to

  1. create fields in SFDC
  2. map fields between objects
  3. let them sync to Marketo
  4. then discuss the merge with Support.
  5. be prepared to back up data or lose it
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Re: Can Marketo fields be added to Salesforce after the initial sync?

Hi Josh,
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:

Michael Langellotti Oct 11, 2016 2:03 PM (in response to f76223ef9dd6d6ff05baf7e168456b8cb6991853)Adding Marketo Fields to Salesforce

"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

Goodluck!

-Mike"

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Level 5

Re: Can Marketo fields be added to Salesforce after the initial 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.

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Level 7 - Champion Alumni

Re: Can Marketo fields be added to Salesforce after the initial sync?

And don't forget to create it with the same API name on both the contact and lead object if applicable