Custom Objects in Forms

Patricia_Villa3
Level 1

Custom Objects in Forms

Hi guys,

I'm trying to make a custom object, that I'm using for a catalog synced from salesforce, to show up in a form.

Has anyone tried this before?

And, in your experience what's the best way to input data into the custom objects: api, crm sync or import?

BR,

PV

2 REPLIES 2
SanfordWhiteman
Level 10 - Community Moderator

Re: Custom Objects in Forms

Custom objects will not be directly viewable, nor creatable, via a form.

You can submit the data necessary to create a CO record as a set of form fields (or, to be more tidy, a JSON block that holds all the CO fields in a single Textarea).  Then call a webhook, that in turn calls the Marketo API create the CO. However, you must be attentive to API limits as you're implicitly letting any untrusted form post consume an API call. (Make sure your webhook has an appropriate resource governor.)

And, in your experience what's the best way to input data into the custom objects: api, crm sync or import?

There's no one best way, but syncing custom object/entities as part of CRM sync gives you a built-in create/update UI on the CRM side, which will not exist in Marketo.

Grégoire_Miche2
Level 10

Re: Custom Objects in Forms

Hi Patricia,

And vote here:

-Greg