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Marketo field sync to SFDC

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Jay00031987
Level 4

Marketo field sync to SFDC

Marketo account is already sync with Salesforce account. Now, business need is to sync Marketo Email invalid field to Salesforce.

What will be possible way to sync this Marketo email invalid field with Salesforce in Lead and Contact profile.

1 ACCEPTED SOLUTION

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Amy_Goldfine
Level 10 - Community Advisor

Re: Marketo field sync to SFDC

Have your SFDC Admin create a new field on both Lead and Contact, checking the box to have the Lead value map to the Contact when converted. Wait for that field to sync to Marketo.

 

As a precaution, first export a list of everyone who has Email Invalid=True in case something goes wrong in your field merge

 

Create a Marketo support ticket and tell them:

- Which fields to merge

- New merged field name

- Which field's values should "win" (that would be your original field)

Amy Goldfine
Marketo Champion & Adobe Community Advisor

View solution in original post

1 REPLY 1
Amy_Goldfine
Level 10 - Community Advisor

Re: Marketo field sync to SFDC

Have your SFDC Admin create a new field on both Lead and Contact, checking the box to have the Lead value map to the Contact when converted. Wait for that field to sync to Marketo.

 

As a precaution, first export a list of everyone who has Email Invalid=True in case something goes wrong in your field merge

 

Create a Marketo support ticket and tell them:

- Which fields to merge

- New merged field name

- Which field's values should "win" (that would be your original field)

Amy Goldfine
Marketo Champion & Adobe Community Advisor

View solution in original post