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Salesforce Custom Object Sync - 2 Levels Down

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Salesforce Custom Object Sync - 2 Levels Down

I'm trying to sync a custom object in Salesforce to Marketo that has a custom junction/MtM object in between it and the Contact but the object isn't available in the list of objects to sync. The entity relationship looks like this: Contact < MtM__c > Membership__c. This can be read as as "a Contact can be associated to many Memberships and a Membership can be associated to many Contacts. Is this type of relationship supported in the Salesforce Custom Object sync?

I see the MtM object is available for syncing, but I would also expect to see the Membership object under that MtM object if supported. I believe permissions are configured correctly. Marketo has the disclaimer "Marketo only supports custom entities that are linked to standard entities one or two levels deep. " That statement isn't clear if a custom entity linked to another custom entity is supported.

Any thoughts? Do I have to use the non-Salesforce custom object to pull in this relationship?

Thanks!

Ben Neal

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Level 7 - Champion Alumni

Re: Salesforce Custom Object Sync - 2 Levels Down

Hi Ben - I'd expect that to be available for syncing under normal circumstances since you've already stated Velocity scripting limitations don't worry you. What's the relationship between the MtM object and the Membership object? Junction objects are not usually an issue for Marketo so I'd wonder 1) how the relationship between those custom objects is created, and 2) have you given the Marketo sync user permission to read that custom object you're looking for in Salesforce.

For the relationship to be recognised, you need a Lookup or Master/Detail relationship for the sync to see it.

V

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Re: Salesforce Custom Object Sync - 2 Levels of Down

Yes it is supported, but in reality not very practical.

See this discussion on the very same topic.

-Greg

Level 2

Re: Salesforce Custom Object Sync - 2 Levels Down

Thanks Grégoire Michel​. Looking around it seems that a 2nd level object isn't recommended due to Velocity Script integration issues, but is otherwise supported. If my goal is to sync this 2nd level Salesforce object to Marketo with as little additional modification and effort and I only plan to filter based on this object - not needing Velocity - is there something else that makes this "impractical"?

Re: Salesforce Custom Object Sync - 2 Levels Down

Hi Ben,

No, nothing else

-Greg

Level 7 - Champion Alumni

Re: Salesforce Custom Object Sync - 2 Levels Down

Hi Ben - I'd expect that to be available for syncing under normal circumstances since you've already stated Velocity scripting limitations don't worry you. What's the relationship between the MtM object and the Membership object? Junction objects are not usually an issue for Marketo so I'd wonder 1) how the relationship between those custom objects is created, and 2) have you given the Marketo sync user permission to read that custom object you're looking for in Salesforce.

For the relationship to be recognised, you need a Lookup or Master/Detail relationship for the sync to see it.

V

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Level 2

Re: Salesforce Custom Object Sync - 2 Levels Down

Hi Veronica Holmes​. I was able to get 2nd level custom objects synced. It was a field level permission issue that was not allowing the 2nd level object to be synced. Thanks for the follow up.

Level 7 - Champion Alumni

Re: Salesforce Custom Object Sync - 2 Levels Down

It'd be great if you could mark the thread as answered.

Re: Salesforce Custom Object Sync - 2 Levels Down

Hi Ben. Can you explain how you were able to get the 2nd level custom objects synced? How were you able to resolve the field level permission issue? Was that a Marketo or a Salesforce issue?

Thanks.