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Sync preference center fields to Salesforce

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igheorma
Level 1

Sync preference center fields to Salesforce

Hello, 

 

I am new to Marketo. I need help sync-ing our Preference Center fields to Salesforce. We have a preference center which let prospects to select the type of communications they want to opt-out (events, research, studies, or opt-out from all). How best to do the sync? Thank you

Ileana Gheorma
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SanfordWhiteman
Level 10 - Community Moderator

Re: Sync preference center fields to Salesforce

If you already have the fields created in Marketo, you need to:

 

1. Create the fields in SFDC

2. Expose the SFDC fields to the SFDC API user used by Marketo

3. Open a Marketo support ticket asking them to link the fields

 

When you create the fields on the SFDC side first they’ll automatically be added to the sync. When they start out as Marketo-only fields you must involve support.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Sync preference center fields to Salesforce

If you already have the fields created in Marketo, you need to:

 

1. Create the fields in SFDC

2. Expose the SFDC fields to the SFDC API user used by Marketo

3. Open a Marketo support ticket asking them to link the fields

 

When you create the fields on the SFDC side first they’ll automatically be added to the sync. When they start out as Marketo-only fields you must involve support.