We have done the SFDC sync recently and we did not get the opportunity data as we don't have contact roles in SFDC instance.
-> Is there any workaround for getting the opportunity information without creating contact roles.
-> If there is no workaround, what is the easy way to set up the contact roles in SFDC and sync the opportunity information to Marketo. If you have any documentation on this topic, please share it
Well, you can mass insert opportunity contact roles using Data Loader in Salesforce, but of course that still requires contact roles.
Opportunity contact roles play an important part in reporting, if you would like to see how your leads progress from new to revenue or if you want to see how your programs impact revenue. It's key in putting the pieces together.
Consider reviewing your current strategy with your sales team and creating an SLA. Maybe going forward the rule is all new opportunities need contact roles. Here's a great thread on this topic: Why Sales Needs To Use Contact Roles
We have updated the contact roles for the opportunities and it is reflecting correctly in the opportunity data. But when I checked back in Marketo the opportunity data is still missing.
Any other things which I need to check, please advise.
+1 Liz's response.
If you really want something that's Opportunity-like but doesn't require ORs you could create a Custom Object like OpportunityTypeThing and sync that. But of course you lose all of SFDC and Marketo's awareness of literal Opportunities.
Ravi Kiran Reddi: Can you please provide a little detail on the permissions issue for the Opportunity object sync? We're having a similar issue, and although we have Contact Roles defined, we're still not seeing Opp data in Marketo. Thank you!!
Please follow the steps for checking the permissions.
- First, you login into with Marketo sync user into Salesforce and check if you can see all the opportunities. Go to one opportunity and see if the contact roles are visible for the opportunity.
- Second, ask some other salesforce user to update the opportunity and check if the changes are reflecting back in Marketo.
- Third, please ensure that the opportunity stage for the opportunities is not closed lost. If the stage is in closed the updates don't sync over it seems, I have also learned it recently.
The steps which we did to resolve my sync issue s given below:
We have performed a Force Re-sync with Marketo support help on both the Opportunity Object and Contact Roles and saw that in Marketo the opportunity data synced correctly.
The issue that caused this is that the Marketo Sync User was given visibility to the opportunities and contact roles AFTER these records were created/updated. Because of this, the sync user did not see a change in the system modstamp and therefore did not bring down any updates from SFDC to Marketo.
To avoid this behavior in the future you will need to ensure that the Marketo Sync User has visibility to these objects and records to recognize the changes being made in SFDC.
Let me know if you have any queries.