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Account Info Vs Company Info

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AKP
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Level 1

Account Info Vs Company Info

AKP_0-1681245602552.png In our sandbox we see Account Info and Company Info. See the attached screenshot. What is the difference between these 2 objects?

 

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Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: Account Info Vs Company Info

Organizations data is stored on the Company object in Marketo whereas it is stored on the Account object in SFDC. When a instance is integrated with the SFDC, the custom, system, standard account fields that the sync user has access to are visible in the Account info tab, whereas the standard and system company fields that come OOTB are packed in the Company Info section. Fields in both the sections refer to the organization related data in Marketo (either standard/system maintained or the non-standard CRM/user maintained data). Once a person becomes a Contact record, the organization data associated with It cannot be changed from the person profile page, however, it can be changed from other input sources, e.g., Marketo flow steps, but that doesn’t stick and gets wiped away with the data present in the CRM when that Account record is updated next in the CRM.

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Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: Account Info Vs Company Info

Organizations data is stored on the Company object in Marketo whereas it is stored on the Account object in SFDC. When a instance is integrated with the SFDC, the custom, system, standard account fields that the sync user has access to are visible in the Account info tab, whereas the standard and system company fields that come OOTB are packed in the Company Info section. Fields in both the sections refer to the organization related data in Marketo (either standard/system maintained or the non-standard CRM/user maintained data). Once a person becomes a Contact record, the organization data associated with It cannot be changed from the person profile page, however, it can be changed from other input sources, e.g., Marketo flow steps, but that doesn’t stick and gets wiped away with the data present in the CRM when that Account record is updated next in the CRM.

AKP
Level 1
Level 1

Re: Account Info Vs Company Info

Thanks for the clarification! Very useful.

When we sync SFDC Account with Marketo does the records in SFDC Account goes to both Company and Account Info section in Marketo?

From DB Model perspective, is this internally in Marketo one table but with separate logical section in UI or they are 2 separate underlying tables.

 

It seems we can't add custom field to Company Object but we can to Account Info object.

Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: Account Info Vs Company Info

Well, the Company related data goes into the Company Info page on the person profile page. OOTB certain standard fields on the SFDC Account are mapped with Marketo's standard Company field.

 

Marketo stores all the organization data in one object called Company, SFDC's Account object fields are created/mapped with the ones already on the Company object on this one Company object itself. Also, I don't think users are able to create custom fields from Marketo on the Company object, you need to create the fields on the Account object and then give sync user the necessary permission to access that field, which is when those would be available in the Marketo.

 

Katja_Keesom
Level 10 - Community Advisor + Adobe Champion

Re: Account Info Vs Company Info

One addition to adding custom fields to the Company object. There are actually two choices:

  • If you want the field to be synced with SFDC it indeed needs to be created in SFDC first and then synced across (which means it ends up in the Accounts folder).
  • If you want to create a Marketo-only field that does not sync with SFDC you can raise a ticket with Marketo support specifying the UI name, API name and field type you want. Please note that it is not possible to sync this field with SFDC later if you change your mind.
ishavkhan786
Level 2

Re: Account Info Vs Company Info

thanks all for sharing valuable infomation on this topic, My question here is, let say I have 200 account lists and, I want to fetech records (individual persons records with emails) in marketo by creating smart list so, which object should i use in smart list

Compnay Name or Accoutn name?

if i am adding company name filter in smart list then getting more records (3x) if going by account name then getting ver less records even though less then account list (200).

 

kindly share your thoughts.