Best Practices for Syncing SFDC Opportunities to Marketo – Part 2

Brian_Law_MKTO
Marketo Employee
Marketo Employee

In-depth information about how each of the SFDC Opportunity standard fields are used in Marketo.

Field

Technically Required for Integration

How Field is Used in Marketo

Oppty Info Appears in Marketo Record View Tab

Available in Marketo Added to or Updated Oppty Smart Campaign Trigger

Available in Marketo Has Oppty Smart List Filter

Account Name

Yes

Required for attribution reporting.

Yes

No

No

Amount

Yes

Required for attribution reporting. Used to display pipeline and revenue won. Used to calculated expected revenue.

Yes

Yes

Yes

Close Date

Yes

Required for attribution reporting.

Yes

Yes

Yes

Contract

No

Field is not used

No

No

No

Created by

Yes

Created By shows as one line in SFDC and Created by user does not appear in Marketo. Required for attribution reporting.

Yes. Created By Date appears as SFDC Created Date.

Yes. Appears as Date of Activity.

No

Description

No

Field can be used as filter in a Smart List.

Yes

Yes

Yes

Expected Revenue

Yes

Required for attribution reporting.

Yes

Yes

Yes

Forecast Category

Yes

Required for attribution reporting.

Yes

Yes

Yes

Last Modified By

Yes

Appears as Last Activity Date .

No

Yes

Yes

Lead Source

No

Field can be used as filter in a Smart List.

Yes

Yes

Yes

Next Step

No

Field can be used as filter in a Smart List.

Yes

Yes

Yes

Opportunity Name

YesRequired for attribution reporting.YesYes. Appears as Name.
Yes. Appears as Name.

Opportunity Owner

Yes

Required for attribution reporting.

Yes

No

Yes. Appears as Opportunity Owner Name.

Price Book

Yes

Field not used.

No

No

No

Primary Campaign Source

No

Field not used.

No

No

No

Private

No

Field can be used as filter in a Smart List.

No

Yes

Yes

Probability

Yes

Required for attribution reporting. Used to calculated expected revenue.

Yes

Yes

Yes

Quantity

No

Field can be used as filter in a Smart List.

No

Yes

Yes

Stage

Yes

Required for attribution reporting.

No

Yes

Yes

Type

Yes

Required for attribution reporting.

No

Yes

Yes

Continue to Part 3​, a checklist for seeing SFDC opportunity information in Marketo.

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3 Comments
Anonymous
Not applicable

Brian Law​ Thank you for these great pieces, Brian. I would like to share some of your docs with my SalesForce admins who are not in Marketo When I tried to download this one to PDF, the page is cut off. Could adjust it so the PDF will be complete? Great stuff! -Carey

Brian_Law_MKTO
Marketo Employee

Hi Carey, I am glad you like my articles. I can't figure out how to make the page fit on the PDF. The page size appears to be controlled by the platform. If you post your email address I will be happy to email you some ppt slides. Otherwise you should be able to take a few screen shots. Thanks, Brian.

Anonymous
Not applicable

Brian, can you email carey.johnson@Protiviti.com the Best Practices for syncing SFDC Opportunities to Marketo  (all 3)? Thank you!