(This thread has been updated with more information for clarity, thanks!)
I'm wondering if anyone can provide some insight into mapping a single SFDC custom field to both a lead and contact record field in SFDC. For example:
I believe when we first setup the SFDC sync within our instance we were able to map the fields per these steps: https://nation.marketo.com/external-link.jspa?url=http%3A%2F%2Fdocs.marketo.com%2Fdisplay%2Fpublic%2...
However, now that Marketo and SFDC are synced, this is no longer an option.
I’ve run into some issues by creating the field I want in SFDC and then both displaying in Field Management separately:
Obviously, it is not ideal to have two job role fields with confusing parenthetical denotations (L)=contact record and ( C)= lead record – this was appended by SFDC.
I just want one SFDC Custom Field = Job Role and I would like that to map to both the lead and contact job role fields.
If you know how to make this magic happen I would be grateful if you shared your wisdom!
Hey Sarah, this should walk you through it in 3 quick steps.
Hi Chris - This feature is only accessible before the initial sync to Salesforce! Once the Sync Now button is pressed, this can no longer be done. We figured out that when using a Marketo-created custom field, we need to contact Marketo Support and have them map to the SFDC field.