Sync SFDC custom Record to Mk

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Sync SFDC custom Record to Mk

We have a few custom records for competitor software (as there could be many), Construction Projects that a contact or lead might be associated with (as there might be many), and a few others records i need to be able to capture.  When i collect the SFDC Custom object schema they do not show as being available.  Is this not the appropriate area to accomplish this?

Is there another way to sync a custom record in SFDC that is attached to Contact, Lead, or Account?

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Level 10 - Champion Alumni

Re: Sync SFDC custom Record to Mk

What do the docs say?

Did you make the object visible to Marketo?

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Re: Sync SFDC custom Record to Mk

I guess i am asking the wrong questions?  I also must not be looking in the right place!  I cant seem to locate the instructions on doing this.  I have found instructions on Custom objects 2.0 and Marketo Objects as well as SFDC Objects in the product docs, but none of those provides any details about what to verify on the SFDC side.  I have tried searching SFDC training on the object permissions, but again does not provide details on what i should be looking for to actually change these.

I feel like i am looking for a needle in a hay stack.  Can you point me in the right direction?

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Re: Sync SFDC custom Record to Mk

Hi Carrie,

sync'ing SFDC custom objects is quite different from creating custom objects in Marketo. Once you have made sure that the custom objects in SFDC can be accessed by the Marketo sync user, you will need to:

  1. Refresh the SFDC schema in Marketo
  2. Map the custom object to sync

See here: SFDC Sync: Custom Object Sync - Marketo Docs - Product Docs

-Greg

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Re: Sync SFDC custom Record to Mk

Yes, i had found those instructions.  Thank you.  But i am having an issue with locating what to do or set in SFDC.  Have any pointers on the SFDC side?

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Re: Sync SFDC custom Record to Mk

Hi Carrie,

Creation of custom objects will be done in setup -> Create -> objects. These custom objects will need to have a lookup or master detail field linking them to a contact, a lead or an account.

Then you will have to edit the profile of the Marketo sync user to make sure it can access this custom object. Consider setting a "view all" permission to avoid any issue.

A SFDC admin should be able to help you with this.

-Greg

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Re: Sync SFDC custom Record to Mk

Yes, i reached out to our consultants for access and i am all set.  Would be nice if instructions were somewhere though so i can verify if setting are accurate in SFDC or not.