Brian_Law_MKTO

A team member asked me if there was an easy way to create a data/field dictionary for a Marketo/Microsoft Dynamics native integration and unfortunately there isn't. In this article I will explain how to understand the field mapping between Microsoft Dynamics (MSD) and Marketo. When you export all t...

Here are a few helpful tips regarding assigning a record to a queue when using the Sync Person to SFDC flow step: If the record flowing through the flow step is aMarketo only record a new SFDC lead will be createdSFDC Lead any field updates will be synced from Marketo to SFDC and the owner will cha...

The SFDC is Deleted field can be used to identify a SFDC Lead or Contact which used to be in SFDC but was deleted and now only lives in Marketo. Typically the record is deleted from SFDC for a specific reason and most customers will honor the deletion in SFDC by also setting up a smart campaign to ...

If you create a multi-select field in SFDC, let's say it called "Product of Interest," it syncs as a string field in Marketo. If multiple values have been selected in SFDC, they will be separated by a semicolon, e.g. Frosted Flakes;Cheerios;Wheaties. If you use this field on a form, you will need to...

Here’s a few tips if you’ve been using Marketo as a standalone system and are now planning to integrate with Microsoft Dynamics. Please note the following tips are for integrating with MSD using Marketo’s connector.Check in the Marketo Admin area for the CRM icon. Contact your CSM if you don't see t...

If you've been using Marketo as a standalone system and have created custom fields, once you've integrated with Microsoft Dynamics (aka MSD) you may see similarly named fields sync into Marketo. Merging fields is a trick Adobe support and services can do to combine a Marketo only field with a MSD fi...