Ben_Neal1
Level 2
Washington DC
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10-16-2018
06:38 AM
In Salesforce I have a lookup from Account to User representing the service lead for an Account. I want to sync the User object through that lookup relationship into Marketo. I have provided all the necessary permissions for our sync/integration user, but the field and object doesn't show up under "Salesforce Object Sync" after syncing the schema. I can see the permissions are in good shape, but I suspect there is a limitation in Marketo that doesn't allow you to sync the User object through the Salesforce Object Sync. Is that correct?
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04-13-2018
07:20 AM
Grégoire Michel Thanks for the reply. I was able to resolve this by adding a custom foreign key in Salesforce on Contact and using that field as the link field for custom object. The limitation Marketo has with the "Salesforce Object Sync" is that you can't use the already synced standard Salesforce objects (Contact, Lead, Account, Opportunity, User) as 2nd level objects. For example my company uses the Salesforce standard object "Account Contact Role" which is a MtM object linking Contacts to Accounts. I can sync the Account Contact Role object linked to Contact, but Account is not accessible as a 2nd level object which is an issue. In this example I would want to but can't create a smart list like this: "Contact has Account Contact Role where Account's type = X". This problem persists for standard Salesforce configurations. Account Team (connects Users to Account) and Account Opportunity (connects Opportunities to Accounts). I therefore have to build a custom API integration for these needs and also provide a foreign key on anything I want to link these custom objects to (Contact, Account, and Lead if required). This is not an ideal solution for this fairly common Salesforce configuration and segmentation needs (Account Team, Account Contact Role, Account Opportunity).
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04-11-2018
10:43 AM
I should have stated that the source of the custom objects is Salesforce. The native Salesforce-Marketo custom object sync doesn't support what I need so I'll building a custom integration populating a Marketo Custom Object with the Salesforce data. I can easily get the Salesforce record Id field into the Custom Object, but don't know why they wouldn't let me link to the Person/Lead based on the Salesforce record Id.
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04-11-2018
09:17 AM
I'm creating a Custom Object in Marketo and want the custom objects to be associated to the Marketo Person/Lead. I would like to link this custom object to the Person/Lead using the "SFDC Id" field which is a GUID from Salesforce. The SFDC Id field is available and accurately populated with the Salesforce record Ids on the Person/Lead, however, this field is not available as a link field in the Custom Object when I'm attempting to map it. There is an "Id" field available for linking, but I think that's referring to the Marketo GUID - this field is not listed in field management so I'm unsure. Am I missing something here, or is this a limitation I'm experiencing with Custom Object linking.
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03-30-2018
07:53 AM
Hi Veronica Holmes. I was able to get 2nd level custom objects synced. It was a field level permission issue that was not allowing the 2nd level object to be synced. Thanks for the follow up.
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03-26-2018
02:59 PM
Thanks Grégoire Michel. Looking around it seems that a 2nd level object isn't recommended due to Velocity Script integration issues, but is otherwise supported. If my goal is to sync this 2nd level Salesforce object to Marketo with as little additional modification and effort and I only plan to filter based on this object - not needing Velocity - is there something else that makes this "impractical"?
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03-26-2018
01:56 PM
I'm trying to sync a custom object in Salesforce to Marketo that has a custom junction/MtM object in between it and the Contact but the object isn't available in the list of objects to sync. The entity relationship looks like this: Contact < MtM__c > Membership__c. This can be read as as "a Contact can be associated to many Memberships and a Membership can be associated to many Contacts. Is this type of relationship supported in the Salesforce Custom Object sync? I see the MtM object is available for syncing, but I would also expect to see the Membership object under that MtM object if supported. I believe permissions are configured correctly. Marketo has the disclaimer " Marketo only supports custom entities that are linked to standard entities one or two levels deep. " That statement isn't clear if a custom entity linked to another custom entity is supported. Any thoughts? Do I have to use the non-Salesforce custom object to pull in this relationship? Thanks! Ben Neal
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03-22-2018
01:52 PM
I'm building a custom integration from Marketo to Salesforce using WebHooks and I'd like to populate a Salesforce field with the date or datetime that the WebHook is executed. I see that there is a system datetime token {{system.dateTime}} but that format is "yyyy-MM-dd hh:mm:ss" and Salesforce requires that datetime fields be formatted in ISO 8601 (yyyy-MM-ddThh:mm:ssZ) which Marketo doesn't seem to support. Is there any work around here? Can I change the datetime format of the current datetime either before or during the execution of the Marketo WebHook? -Ben
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03-22-2018
12:38 PM
I'm building out a custom integration passing data from Marketo to a Salesforce custom object using Marketo WebHooks and Salesforce's REST API. I've successfully built the integration but want to add a small amount of error handling by capturing the HTTP Response Code from the WebHook call out. I can then use the captured response code to determine a success or failure but I'm not able to figure out how to use the WebHook response mappings to retrieve the HTTP Status Code. Is Marketo's Response Mapping limited to the JSON Response that the HTTP delivers back? Is there any way to get at the WebHook status code? Attached is a screenshot of a successful webhook execution. I'd like to capture the "204". Thanks! -Ben
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| Date Registered | 03-02-2018 06:51 AM |
| Date Last Visited | 01-28-2020 02:06 AM |
| Total Messages Posted | 9 |
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