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Possible to export fields synced with CRM?

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Rita_J
Level 1

Possible to export fields synced with CRM?

Hey community, is it possible to extract the list of fields we sync between Marketo and CRM? We sync roughly about 350 fields and need to extract them for review/audit. 

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Aleks-Kenins
Level 1

Re: Possible to export fields synced with CRM?

I've found a simple way to do it without needing any code at all.

  • Open the Network panel in your browser
  • Select Fetch/XHR in the filters
  • Navigate to Integration > Microsoft Dynamics in the Admin panel in Marketo
  • Click "Edit" under Field Sync Details
  • Back in the Network panel a request named "getFieldsForSelection" will appear
  • Select it and hit "Preview"
  • Right-click on "entityFields" and select "Copy  object"
  • Paste into an empy JSON file

All of the synced fields have the "selected" key marked as "true".

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9 REPLIES 9
Michael_Florin
Level 10

Re: Possible to export fields synced with CRM?

I don't think that's possible. Admin --> Field Management --> Field Mapping --> Export will give you the list of fields that were initially synced with Salesforce, but not the current status.

 

Marketo Support can do that for you, though. And of course you can do it manually by going through your fields one by one and look at "CRM Field Map".

SanfordWhiteman
Level 10 - Community Moderator

Re: Possible to export fields synced with CRM?

I'll post some JS tomorrow that you can run from the F12 Console. (Similar to my code to dump Users and Roles.)
Jo_Pitts1
Level 10 - Community Advisor

Re: Possible to export fields synced with CRM?

@Rita_J ,

What is the CRM you are using?

If it is something 'sane' like dynamics or salesforce, then the approach from Sanford will work will.

If it is something more 'bespoke', and depending on how it is built you may have to:

  • Find the appropriate webhook (in Admin) and find the fields in the template.
  • Find out if the API is being polled for updated records and then speak to the developer about the fields they are pulling out.

I hope it is one of the 'sane' options 🙂

Cheers

Jo

SanfordWhiteman
Level 10 - Community Moderator

Re: Possible to export fields synced with CRM?

This is a good point by Jo. Before I continue, please confirm you’re using one of the native connectors.

 

Otherwise, Marketo would have no idea that a field is synced to/from some remote CRM, because the “sync” is enabled at another layer.

BlaneMM
Level 2

Re: Possible to export fields synced with CRM?

@SanfordWhiteman did you post the code?  I am using SFDC, so your standard code would be super helpful.

SanfordWhiteman
Level 10 - Community Moderator

Re: Possible to export fields synced with CRM?

Thanks for reminding me. Guess I never implemented that, so much to do... will bookmark.
Aleks-Kenins
Level 1

Re: Possible to export fields synced with CRM?

I've found a simple way to do it without needing any code at all.

  • Open the Network panel in your browser
  • Select Fetch/XHR in the filters
  • Navigate to Integration > Microsoft Dynamics in the Admin panel in Marketo
  • Click "Edit" under Field Sync Details
  • Back in the Network panel a request named "getFieldsForSelection" will appear
  • Select it and hit "Preview"
  • Right-click on "entityFields" and select "Copy  object"
  • Paste into an empy JSON file

All of the synced fields have the "selected" key marked as "true".

RaulEr
Level 2

Re: Possible to export fields synced with CRM?

Hi Aleks-Kenins,

 

Thanks for sharing this! Is there a way to use this in a Salesforce integration? I just checked the options and we only have Edit Credentials and Edit Sync Options but nothing related to fields.

 

Thank you!

Rita_J
Level 1

Re: Possible to export fields synced with CRM?

@Jo_Pitts1 and @SanfordWhiteman we're using dynamics.

 

Sanford, thank you! that would be super helpful