Updates to the Marketo Salesforce Sync Configuration
This discussion thread has been set up to ensure you get answers to your questions regarding the upcoming configuration changes between Marketo and Salesforce. It is being monitored by the Marketo team so please post any questions you have and we’ll be happy to get you answers!
Quick Overview
Due to changes to the SFDC integration architecture, action is required soon to continue syncing a small number of fields to your Salesforce instance. There are 16 fields affected, but most customers are only using a couple of these fields in their Salesforce instance – Lead Score and Acquisition Program. The configuration update will shut off the sync of data to the MLM package and these fields, so the data in those fields in SFDC will become stale and won’t update.
You can keep syncing this data to SFDC but it requires creating new custom fields. When the fields are re-created, a drip process will be triggered to backfill existing data from Marketo into the new fields in SFDC. If you aren’t using these fields, or aren’t using SFDC at all, this doesn’t apply to you and there’s nothing for you to do.
When to Make the Changes
The configuration changes are being scheduled over time into month-long groups. Please see the Release Schedule for specifics.
Important Note About Schedule Requests
Fields Affected
Lead Score Acquisition Program Acquisition Program Id Acquisition Date Original Search Phrase | Original Source Info Original Source Type Original Referrer Original Search Engine Inferred Company | Inferred Metropolitan Area Inferred Phone Area Code Inferred State Region Inferred City Inferred Postal Code Inferred Country |
Where to go for More Information
Changes to Marketo Salesforce Sync – Frequently Asked Questions
Changes to Marketo Salesforce Sync - Overview
Changes to Marketo Salesforce Sync – Release Schedule
Changes to Marketo Salesforce Sync – Under The Hood
Adding Marketo Fields to Salesforce
Changes to Marketo Salesforce Sync – Preventative Troubleshooting
New Related Discussion Threads
The creation of the field is what initiates the backfill process. So by creating that field, that kicked off the process, which is either running now or has already completed, depending on how long ago you created it.
Since creating the fields is what starts it, that's the part that we were aiming to schedule within the time window - the date range for when to actually create the fields. There was some confusion on that for a number of folks and I added a couple of warnings to the docs to mention it, but don't worry, you're not alone 
Now, let's say you had more than just this one field you wanted to recreate, but had only done this one field for now. In that case, later on down the road when you recreate the other fields, that will re-initiate that backfill process again so that the new fields all get caught up with the values stored in Marketo. The standard sync cycle has been configured on the back end to look for any fields using the specific API names within SFDC. So on the next sync cycle after they're created in SFDC, Marketo will see them and automatically run that backfill process for you.
Let me know if that helps!
-Mike
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