Brian_Law_MKTO

A Marketo user has the ability to merge a Marketo record together with a SFDC Lead or Contact record if the Marketo user has the “Merge Leads” permission. Merging can only be done manually since the Marketo user will need to address any field value conflicts that may arise. There is no flow step to ...

If there are duplicate records based on email address in SFDC both will appear in Marketo. Marketo doesn’t de-dupe records coming from SFDC since we view the duplicates created in SFDC as intended behavior. When you merge SFDC lead or contacts records in SFDC, in general, the master record prevails...

Picklists from a SFDC field will show up as values on a Marketo form if you change the field type of the field in the form to Select. Only values common to both Lead & Contact/Account will appear in the Marketo picklist. Changes to a picklist in SFDC will not change the picklist of an existing form...

Field types from SFDC fields are automatically mapped to field types in Marketo. SFDC FieldMarketo Field TypeTextStringLong Text AreaTextCheckboxBooleanPicklistStringNumberInteger but can be changed to ScoreDateDateDate/TimeDatetime You can change the field type in Marketo for custom fields as long...

SFDC Opt-Out field on the Lead and Contact Objects is mapped to the Marketo Unsubscribed field. Whenever a sales rep checks the SFDC Email Opt Out box, the Lead will be unsubscribed in Marketo. If the Unsubscribed field in Marketo changes to false the Email Opt Out field in SFDC will change as well...

Changing the type of a SFDC field is one of the reasons why landing pages are put into draft mode automatically by Marketo. Change to FieldMarketo Form Automatically Re-ApprovedMarketo Landing Page Automatically Moved to DraftLength of text field increasedYesYesLength of text field decreasedNoNoFiel...

When a record is converted in SFDC from a lead to a contact Marketo automatically changes the SFDC Type field from Lead to Contact.The change in SFDC type doesn’t cause a data value change so the Data Value Changes trigger and filter won’t work for SFDC Type. You will need to use the Lead is Convert...

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 a SFDC lead. When a SFDC Lead is converted to a SFDC Contact the account/company fields become related to the SFDC Acc...