Opportunity data re-sync from Salesforce

[maneek_tayal2]

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?

[PeeyushSachdeva]

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.

[Jo_Pitts1]

Often, I'll create a field in SFDC on various fields called something like Needs Resync, and I set it to be a date time field.

Make sure the field is mapped from SFDC to Marketo.

Running a flow to update the field is pretty straightforward.  Equally, you can export all opportunities, get their ID, and using SFDC data loader, load the records back with a value set for ID and Needs Resync with ID as the primary key field.

Any time the Needs Resync field is updated, it will force a resync on all records with the field updated.  This gives you more flexibility than just a 'full resync', as it can be full resync, one record resync, or somewhere in between based on your criteria and/or needs.

[PeeyushSachdeva]

@Jo_Pitts1 - Yes, this is also a great approach. I follow a similar pattern — especially when a Flow fails or I need to reprocess only a small, specific set of records. Having a dedicated “Needs Resync” field makes it much easier to control whether you’re forcing a full re-sync or targeting just a handful of records, depending on the situation.