Hello, as the subject said, is there a way to set a field on contact equal to a field from an opp?
We are trying to build a dynamic form based on a field in opp, but since we can only create a form based on field on the person/contact/lead level, thus we will need to bring the field from opp into the person/contact/lead record.
We can do it in SF side, but just want to make sure if its doable just in Marketo side.
Not immediately -- without using up all your API calls. Marketo doesn't have a non-API way of transferring these values, so you'd end up using a "loopback" API design w/webhooks.
If you could afford some delay, though, you could bulkify the API calls in daily batches at great savings to your resource limits.
Why don't you just do it on the SFDC side as a custom field and let that custom field sync down to Marketo. So basically, all the operations/formulas happen in SFDC and the field value then simply just syncs over to Marketo. Any particular reason why it has to be a Marketo only field?