Brian_Law_MKTO

Brian_Law_MKTO

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Date Last Visited
‎09-17-2025 04:19 PM
Marketo Employee
Joined the community 27-08-2012
Rank Icon Marketo Employee
Group Senior Manager
San Mateo
  • Syncing a Previously Hidden SFDC Field

    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 when a field on the record is modified and the last modified date changes. If you want all the values of the field to ...

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    1917 6 1
  • Renaming or Deleting a SFDC Field Deep Dive

    Renaming a field in SFDCIf 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 field with the new (API) name will appear in Marketo. The value of the field in Marketo will be empty until the last modified ...

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    4498 4 0
  • Preparing for Your Initial SFDC Sync - A Profile Verification Checklis...

    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 get an accurate count of the records which may be syncing.Step 1 - Have your SFDC Admin double check that Lead Custom F...

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    3662 5 0
  • Re: Common Marketo and Salesforce Sync Pitfalls

    Fantastic article. Lots of great stuff. Much appreciated.

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    1776 0 0
  • SFDC Formula Field Deep Dive

    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 value on the record changes, the updated value of the formula will be synced. Even if you force a sync between SFDC and ...

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    Blogs
    3166 4 0
  • Re: Period Cost Best Practices

    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 content creation cost among the programs. If the content has been around for a while and you are recycling it then I woul...

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    Blogs
    2874 1 0
  • SFDC Read Only Fields Deep Dive

    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 connected to a ticketing or some other system which has address or other information which should never be changed. If yo...

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    3099 0 0
  • Re: Special Salesforce Fields/Tokens in Marketo Deep Dive

    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 so I am unaware of solution to your question.

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  • Special Salesforce Fields/Tokens in Marketo Deep Dive

    Here are some Salesforce-related system fields/tokens that will be available in Marketo automatically when you setup the sync. Field DescriptionAvailable in Marketo as a Filter in a Smart ListMarketo TokenSFDC IdThe 18-character Salesforce IdNo. The token also can't be used in a Change Data Value fl...

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    Blogs
    6289 5 8
  • Re: Period Cost Best Practices

    Hi Jeff, Answer to B) Assuming no costs are added but behavior for a channel is set to inclusive, what happens to Program members by cost timeframe report? I assume that data would not be available? Correct. No data is available. Also, if you add the period cost for just one month, let's say 1/201...

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    2874 0 0

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Public Statistics
Date Registered ‎08-27-2012 03:40 PM
Date Last Visited ‎09-17-2025 04:19 PM
Total Messages Posted 211
Likes Received 677