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Re: How to Sync Salesforce lookup fields in Marketo

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amarb
Level 2

How to Sync Salesforce lookup fields in Marketo

 I'm new to Marketo and am still learning the ropes. Is there a document or article available that explains how to sync Salesforce lookup fields in Marketo? 

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Vinay_Kumar
Level 10 - Community Advisor

Re: How to Sync Salesforce lookup fields in Marketo

Well, formula field updates on the lookup field don't trigger a sync, and if you want the values to sync then you need to:

1. create an apex trigger to stamp the values

or

2. create a process using process builder.  

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4 REPLIES 4
Vinay_Kumar
Level 10 - Community Advisor

Re: How to Sync Salesforce lookup fields in Marketo

amarb
Level 2

Re: How to Sync Salesforce lookup fields in Marketo

Thanks Vinay for sharing the link, the first option will suffice our need to create a formula field, but in our case the data is going to change so how to handle that scenario?

Vinay_Kumar
Level 10 - Community Advisor

Re: How to Sync Salesforce lookup fields in Marketo

Well, formula field updates on the lookup field don't trigger a sync, and if you want the values to sync then you need to:

1. create an apex trigger to stamp the values

or

2. create a process using process builder.  

Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: How to Sync Salesforce lookup fields in Marketo

Updates on the lookup field don't trigger a sync, so you'd want an automation in place in SFDC that'd update a non-lookup custom field with its value that'd trigger the sync.