SalesForce Redesign

[Anonymous]

Hello:

Has anyone undergone a SalesForce redesign?  We are trying to determine what will be impacted in Marketo when our new SalesForce redesign goes into effect.  Looking for some tips/tricks to make sure we will be prepared.

Any help would be appreciated.

thanks!

[Anonymous]

Hi Erin,

Maybe if you share what your SFDC redisign encompasses, the community can address different aspects ?
Why did you redesign? What did you redesign?

Rgs,
Cathal

[Josh_Hill13]

Cathal is right, we need a bit more to help you.

That being said, Marketo does pick up new fields in SFDC very easily. The difficulty you'll have is if you make changes to existing fields. Make sure your Marketo User can see the fields you want to sync (and avoid the ones you don't sync).

I'd take a deep look at the articles and instructions related to the sync.

Data Sync Details
https://community.marketo.com/MarketoArticle?id=kA050000000KzEV

Data Update and Field Block
https://community.marketo.com/marketodiscussiondetail?id=90650000000PSYpAAO

Hide SFDC Leads from Marketo User
https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PJxIAAW

If you are running RCM/RCA, you may have to rebuild your model. Please spend some time to plan this redesign and its impact on Marketo.