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Salesforce Custom Object Sync Issue

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Salesforce Custom Object Sync Issue

We created a new custom object in Salesforce. After refreshing the schema in Marketo, we are able to see the custom SFDC object under Lead but not Contact.

What should we do differently to make sure the custom object comes under Lead and Contact? In the current scenario, we fear losing custom object data when lead gets converted into a contact in Salesforce.

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Re: Salesforce Custom Object Sync Issue

@Grégoire We are trying to build a custom flow for achieving this.

  • We create a custom Salesforce Object A and connect it with Lead. Similarly, we create a custom Salesforce Object B and connect it with Contact.
  • When a lead which has data in Object A,is converted into a contact in Salesforce, we update the data in Object B. This way we make sure we do not lose any data.
  • In our velocity scripting code, where we have to fetch the data from custom Salesforce objects, we add a check for Lead & Contact.
    If the record in Marketo is a Lead, we fetch the data from Object A and print it in the email.
    If the record in Marketo is a Contact, we fetch the data from Object B and print it in the email.

Thoughts?

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Re: Salesforce Custom Object Sync Issue

Hi Rachit,

This a more complex point that it looks like.

First, as in SFDC leads and contacts are 2 separate objects, your custom object needs obviously to be attached to both of them in SFDC with 2 separate lookup field.

But the hard point is that once you have enabled the 2 relationships, you cannot create 1 custom object in Marketo that maps on the 2 relationships, and that is NOT possible, as both objects would have the same name in Marketo.

This issue has been in my mind for quite a while and I eventually entered the idea here:

-Greg

Highlighted
Level 5

Re: Salesforce Custom Object Sync Issue

@Grégoire We are trying to build a custom flow for achieving this.

  • We create a custom Salesforce Object A and connect it with Lead. Similarly, we create a custom Salesforce Object B and connect it with Contact.
  • When a lead which has data in Object A,is converted into a contact in Salesforce, we update the data in Object B. This way we make sure we do not lose any data.
  • In our velocity scripting code, where we have to fetch the data from custom Salesforce objects, we add a check for Lead & Contact.
    If the record in Marketo is a Lead, we fetch the data from Object A and print it in the email.
    If the record in Marketo is a Contact, we fetch the data from Object B and print it in the email.

Thoughts?

View solution in original post

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Re: Salesforce Custom Object Sync Issue

Hi Rachit,

This should work and is, IMHO, the only way to get it right, taking into account the current limitations. Well done.

-Greg