Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

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derelict_wombat
Level 5

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Hi @nmillar - I believe so yes.  

 

Example - lookup field could be pulling in the name of of a SFDC user attached to the account (account manager or product specialist for example) .   In SFDC you would see the user's NAME on the page layout of the account but in Marketo you would only see the SFDC ID of that user.   

 

That's one example but I'm sure Dan or one of the others can provide more context and other examples.  

nmillar
Level 3

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

@derelict_wombat ah gotcha!! That makes much more sense now, I was thinking the field name was going to be the ID. Thank you for the great example!

alludoalex
Level 4

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Hi Nicole, your post was migrated and I've lost the context. Would you mind sharing a little more of the original scenario?

nmillar
Level 3

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Hey Alex, here was my original question πŸ™‚ Thanks!

 

For syncing from CRM - can you please explain what this means exactly? Does this mean the lookup field will come into Marketo as a random ID number instead of the referenced name? Does anyone have an example of what this would look like? Thank you!

 

What about Custom SFDC Lookup Fields?
Lookup fields in SFDC sync the ID but not the referenced name.

alludoalex
Level 4

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

I don't have any screenshots handy for examples, but as Matthew covered SFDC Users, which is probably the most common application. 

 

This could have applications through in other use-cases. I pulled some posts that address other situations with real life use-cases:

 

User is trying to pull marketing-friendly SFDC campaign name into Marketo. Concern is that Lookup field updates don't trigger syncs to Marketo

https://nation.marketo.com/t5/product-discussions/how-to-sync-lookup-field-to-marketo/td-p/213099

 

Solution to trigger syncs for lookup fields:

https://nation.marketo.com/t5/product-discussions/how-to-sync-salesforce-lookup-fields-in-marketo/td...

https://nation.marketo.com/t5/product-discussions/look-up-field-sync-sfdc-marketo-integration/td-p/9...

ajnav
Level 2

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Hi Dan! 

Excited to be apart of your cohort. My name is Aj Navarro and I am currently the Marketing Operations Manager at Sprout Social. 

 

I am located in San Antonio TX and have been in Marketing Operations for about 6 years now. I love all things Marketo and Marketo Measure! I am really excited to prepare for the architect exam as it has been a huge goal of mine, can't wait to get started! 

derelict_wombat
Level 5

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Hi Everyone,

My name is Matthew Weissman.  My role is Marketing Automation Manager at Waters Corporation, located outside of Boston, MA and been using Marketo for about 5 years.   I led our migration to Marketo from our prior MAP (Adobe Campaign), migrated a subsidiary to our instance of Marketo from their prior platform and am about to kick off a project to do another migration.   I’ve been using Adobe cloud platforms for 13 years(Adobe Analytics, Target, etc) and love working in the Adobe ecosystem and interacting with the community.   I find a lot of joy out of solving business problems I also have learned a lot of about what NOT to do along the way.  Looking forward to interacting with you over the next few weeks on this!

alludoalex
Level 4

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Glad to have you Matthew!

nmillar
Level 3

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

What is an example of when you would want to have two revenue cycle models instead of one RCM?

ajnav
Level 2

Re: πŸ—£οΈ [Mentor Dan Sisu] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Typically this is when the Lifecycle is different between funnel types, segments or business units. πŸ™‚