Changes to Marketo Salesforce Sync – Questions and Discussion

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Changes to Marketo Salesforce Sync – Questions and Discussion

Updates to the Marketo Salesforce Sync Configuration

This discussion thread has been set up to ensure you get answers to your questions regarding the upcoming configuration changes between Marketo and Salesforce. It is being monitored by the Marketo team so please post any questions you have and we’ll be happy to get you answers!

Quick Overview

Due to changes to the SFDC integration architecture, action is required soon to continue syncing a small number of fields to your Salesforce instance. There are 16 fields affected, but most customers are only using a couple of these fields in their Salesforce instance – Lead Score and Acquisition Program. The configuration update will shut off the sync of data to the MLM package and these fields, so the data in those fields in SFDC will become stale and won’t update.

You can keep syncing this data to SFDC but it requires creating new custom fields. When the fields are re-created, a drip process will be triggered to backfill existing data from Marketo into the new fields in SFDC. If you aren’t using these fields, or aren’t using SFDC at all, this doesn’t apply to you and there’s nothing for you to do.

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When to Make the Changes

The configuration changes are being scheduled over time into month-long groups. Please see the Release Schedule for specifics.

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Important Note About Schedule Requests

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Fields Affected

Lead Score

Acquisition Program

Acquisition Program Id

Acquisition Date

Original Search Phrase

Original Source Info

Original Source Type

Original Referrer

Original Search Engine

Inferred Company

Inferred Metropolitan Area

Inferred Phone Area Code

Inferred State Region

Inferred City

Inferred Postal Code

Inferred Country

Where to go for More Information

Changes to Marketo Salesforce Sync – Frequently Asked Questions

Changes to Marketo Salesforce Sync - Overview

Changes to Marketo Salesforce Sync – Release Schedule

Changes to Marketo Salesforce Sync – Under The Hood

Adding Marketo Fields to Salesforce

Changes to Marketo Salesforce Sync – Preventative Troubleshooting

New Related Discussion Threads

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209 REPLIES 209
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Re: Changes to Marketo Salesforce Sync – Questions and Discussion

If anyone has questions about the upcoming changes to the Marketo Salesforce sync, please feel free to post them here.

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Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Mike!

Once the new fields have been created in Salesforce, do we need to submit a support ticket during our backfill window to ensure the backfill happens or will support just check to make sure the fields have been created and enable the backfill?

Thanks!

Kenzie

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Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Kenzie Caldwell​!

The backfill will kick off automatically as soon as the fields are recreated, so no need to contact support to get that going. The next sync cycle will see the new fields with the correct corresponding API names (check out Adding Marketo Fields to Salesforce ) and will start the backfill from there.

When the backfill process is done, you'll get an instance notification to let you know it's done. Check out the info here for more details on that part: https://nation.marketo.com/docs/DOC-3836#jive_content_id_Backfilling_Data If you want to check the progress along the way, Support will be able to check the status on the back end and let you know how far along it is. Contact Marketo Support

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Anonymous
Not applicable

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Mike,

I re created 1 new field in SFDC before the date range of deployment, so the automated updated process will not happen for this field. How can I fixe that ?

Thanks

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Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Georges Jurkowski

The creation of the field is what initiates the backfill process. So by creating that field, that kicked off the process, which is either running now or has already completed, depending on how long ago you created it.

Since creating the fields is what starts it, that's the part that we were aiming to schedule within the time window - the date range for when to actually create the fields. There was some confusion on that for a number of folks and I added a couple of warnings to the docs to mention it, but don't worry, you're not alone

Now, let's say you had more than just this one field you wanted to recreate, but had only done this one field for now. In that case, later on down the road when you recreate the other fields, that will re-initiate that backfill process again so that the new fields all get caught up with the values stored in Marketo. The standard sync cycle has been configured on the back end to look for any fields using the specific API names within SFDC. So on the next sync cycle after they're created in SFDC, Marketo will see them and automatically run that backfill process for you.

Let me know if that helps!

-Mike

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Anonymous
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Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Mike,

We're currently using the MLM lead score and a couple other fields in several smart campaigns and forms. Does this mean that when we create the new field in salesforce, we'll have to update these forms and SCs to use the new fields?

Thanks!

Alexis

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Level 5

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Alexis Devonish​,

You don't need to make any changes in Marketo for the standard Lead Score field or any other custom lead score fields that you have. The only change you may need to make is to create a new field in salesforce (instructions here: Adding Marketo Fields to Salesforce for standard Lead Score field, if you want this data in sf.com.

No other score fields are affected. There are a few other fields that our MLM package creates that are affected. Full list here: https://nation.marketo.com/docs/DOC-3836#jive_content_id_Fields_Affected

Aj

Anonymous
Not applicable

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Arjun,

Thanks for the prompt response! So this means that if we currently use the field "Original Referrer" (mkto2__Original_Referrer__c) in our forms, all we need to do is create a new SFDC field but we *do not* have to update the form with that new SFDC field?

-Alexis

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Level 5

Re: Changes to Marketo Salesforce Sync – Questions and Discussion

Hi Alexis Devonish​,

This is correct. The Marketo fields do not change at all. Just the sf.com field that this MKTO field is mapped to will change.

Btw - independent of these changes, the original/inferred fields are system managed fields in MKTO and are not available in forms as the system populates these values vs the person filling out the form. That said, the over all point holds. You don't need to make any changes in MKTO where these fields are used (filters, triggers, tokens, column layouts on lead grids, any API's accessing the MKTO records etc).

Aj