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syncing marketo field to sfdc

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snic1
Level 1

syncing marketo field to sfdc

Traditionally I have created fields in SFDC and synced to Marketo. Is there a way to sync a field created in Marketo, to SFDC? 

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Beth_Massura
Level 8 - Champion

Re: syncing marketo field to sfdc

Hi @snic1 , you can do this if the field already exists in Marketo, but it's kind of a pain. 

 

  1. Create the field in SFDC and make it visible to the Marketo sync user.
  2. This will create a new custom field in Marketo.
  3. Do a data load to get the field values from the original Marketo field into the new SFDC field.
  4. Submit a Marketo support ticket to remap the field.
  5. Hide the new custom field in Marketo.

Always recommended to create the fields in SFDC first if you think you might want them to sync between platforms in the future.

 

Cheers,

Beth Massura

2023-2024 Adobe Marketo Engage Champion

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3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: syncing marketo field to sfdc

The field must be created in SFDC as well (i.e. no, Marketo can’t create the field in SFDC).

 

Then you open a Support case with Marketo and ask them to bind the fields together. You can’t do this from the UI yourself.

Beth_Massura
Level 8 - Champion

Re: syncing marketo field to sfdc

Hi @snic1 , you can do this if the field already exists in Marketo, but it's kind of a pain. 

 

  1. Create the field in SFDC and make it visible to the Marketo sync user.
  2. This will create a new custom field in Marketo.
  3. Do a data load to get the field values from the original Marketo field into the new SFDC field.
  4. Submit a Marketo support ticket to remap the field.
  5. Hide the new custom field in Marketo.

Always recommended to create the fields in SFDC first if you think you might want them to sync between platforms in the future.

 

Cheers,

Beth Massura

2023-2024 Adobe Marketo Engage Champion

Zoe_Forman
Level 8 - Community Advisor + Adobe Champion

Re: syncing marketo field to sfdc

@snic1 This is a case where you need to be talking to your CRM team and Marketo Admins at the same time and be on the same page.

 

This will ensure fields are created and synced correctly and simultaneously go live.

 

Also good documentation of all fields, pickets values and syncs across SFDC and Marketo are essential for both teams and anyone working in the CRM and Marketo.

Good luck.