Marketo Employee
Joined the community 27-08-2012
Marketo Employee
San Mateo
Group Senior Manager
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If you are integrated with a CRM like SFDC, the account/company fields in Marketo as viewed on the Company Info tab of a record are editable when a record is in Marketo only or is ...
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If you previously hid a particular field from the Marketo profile through field-level security and now you expose it to Marketo, the existing field values will only sync to Marketo...
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Renaming a field in SFDC If you change the label of a field in SFDC, nothing changes in Marketo. If you change the (API) name of a field in SFDC, two things will happen: A new fi...
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I am often asked what is the best way to make sure you have set-up the Marketo profile correctly for the Marketo SFDC login user. Here is the process I use to verify the set-up and...
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Fantastic article. Lots of great stuff. Much appreciated.
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SFDC Formulas are calculated when the record is requested, therefore they don’t change the ‘last modified’ date, so changes don’t automatically sync to Marketo. When another field ...
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Hi Tim - If you want to be more granular than creating additional programs is the best way to go. If the content was created specifically for the paid campaigns I would split the c...
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In some cases you may want to make your SFDC field read only and not allow Marketo to write to the field. Making a SFDC field read only may be important if your SFDC instance is co...
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Hi Tim, great question. I clarified in my article how the SFDC ID tokens can be used. The tokens can be used in an email. The tokens can't be used in a Change Data Value flow step ...
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Here are some Salesforce-related system fields/tokens that will be available in Marketo automatically when you setup the sync. Field Description Available in Marketo as a...
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