Update CRM field mappings in platform

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Update CRM field mappings in platform

Marketo should allow us to update our field mappings in the platform rather than having to go through support.

As business needs develop and marketing becomes more sophisticated we are making changes to our systems. New fields are added, old fields become deprecated, others are repurposed.

Marketo creating and automatically syncing new Salesforce fields can be helpful, but I've had instances where I want to sync an existing Marketo field to our CRM, for example capturing behaviour scores in SFDC that we roll up to Accounts for an overall picture of the engagement at that level. Or the email preferences to pass through to our CS tool and make sure those updates are reflected in all the necessary platforms.

 

As it stands to make those kinds of changes we create fields and then have to make the requests to support to update any mappings, as Marketo automatically syncs the new fields instead of giving us the option to map to an existing field.

It adds time and hassle to what should be relatively straightforward updates, as well as being work for the Adobe support team. I've used Hubspot historically and their mappings are very easy to manage, recognising new fields but allowing you to specify the map and even the sync behaviour/data priority.

1 Comment
bshin
Marketo Employee
Status changed to: Under review

@TimMktOps Thank you for your idea. The Product Management team will evaluate your idea and may follow up with you for more details, if needed.