Opportunity data re-sync from Salesforce

maneek_tayal2
Level 1

I am sure someone would have faced a scenario where all opportunity records need to be re-synced from Salesforce. 

 

We can't modify all opportunities in Salesforce (especially the closed ones), but we need to sync those again to reflect the correct values of some formula fields.

 

Does Marketo support and can help with the full opportunity re-sync?

 

1 REPLY 1
PeeyushSachdeva
Level 4

Hi @maneek_tayal2 ,

 

Not sure whether Marketo does support a true “full re-sync” of Opportunity records from Salesforce or not, but there is a workaround that should work for your use case.

 

If Salesforce can run a one-time batch job or Flow that updates a dummy (non-formula) field on all Opportunities, Marketo will detect the record update and re-sync the Opportunity. When that happens, all Opportunity fields, including formula fields will be refreshed in Marketo. This approach also works for closed Opportunities.