Updating Opportunity fields in Marketo using API

[Alok_biswas]

I want to update Opportunity fields and certain Account fields (for ex Account owner) using API. It seems Marketo is not exposing their API names. Can someone suggest how to do that?

[Darshil_Shah1 · Accepted solution]

Marketo has exposed the Opportunity and Company API endpoints for the CRUD operations on the respective object's records. It's however worth noting that the these APIs allow read-only access for the instances that have native CRM sync (SFDC/MSD) enabled, as both the objects (Opportunity and Company) are managed by the CRM, and Marketo has only read only access to them.

[Alok_biswas]

Hi Darshil,

Okay, but I'm still confused as in the field management it's showing the API name as 'None'. If we can have a CRUD operation performed then there should be an API name for the field?

Regards, 

Alok

[Darshil_Shah1]

Yes, that's expected! Account and Sales Owner fields are the system managed fields, and there isn't a way to update these fields via API in-case of a native CRM integration enabled instance. You can use the Change Owner flow step in Marketo to update the sales owner or use a proxy custom field for the lead assignment (which you'd be able to update via the API), but that's pretty much it, you can't update the system managed Sales/Account owner fields via the API as those are managed primarily by the CRM.

Also, all the fields returned by the describe endpoints of the company and opportunity object are avilable for the CRUD operations for the instance w/o native SFDC/MSD CRM integration enabled.

[Alok_biswas]

Yes, but my system doesn't any native sync still the API name is showing as None.

Regards,

Alok

[Darshil_Shah1 · Accepted solution]

You should use the create sales persons endpoint to add the sales people, or use the query sales person endpoint to query the existing sales people in your Marketo instance. You can then use the "externalSalesPersonId" attribute (which is the primary key of the SalesPersons object) in the sync Lead, Company, and Opportunity API endpoints to assign the corresponding sales person to the respective lead, account, and opportunity records. It's worth mentioning that the Sales Person records are only editable via the API.