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SFDC Task sync with Marketo

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Ali_Jiwani
Level 1

SFDC Task sync with Marketo

We are looking to create custom tasks for a lead within SFDC. Is it possible to use the flow manager to pass custom values that we would want?

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SanfordWhiteman
Level 10 - Community Moderator

Re: SFDC Task sync with Marketo

You won’t be able to set those custom Task types directly. You can send a standard Task and then on the SFDC side, use the data to create a new record and delete the original.

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Ali_Jiwani
Level 1

Re: SFDC Task sync with Marketo

Screenshot 2022-09-06 at 10.10.51 PM (1).png

SanfordWhiteman
Level 10 - Community Moderator

Re: SFDC Task sync with Marketo

You won’t be able to set those custom Task types directly. You can send a standard Task and then on the SFDC side, use the data to create a new record and delete the original.