5 Replies Latest reply on Dec 9, 2014 1:47 PM by Megan Reed

    Custom API & Opportunity Fields

    Megan Reed
      We don't have salesforce. Therefore, we have a custom API which is pulling data into Marketo. I would like to double, triple check that all the fields are accurately populating in our Marketo instance. With custom fields created, we are unable to see all of this data in the Opportunity tab of a lead... how can I see every opportunity field for a given contact. Is it possible? 
        • Re: Custom API & Opportunity Fields
          Edward Masson
          In Admin section and select Field Management, here you can export a list of all your API fields.

          Regarding viewing the Opportunity tab of a lead, what CRM are you using? and, do you create Opportuinties on Account or Contact level?

          Some companies still choose to create Opps on the account and not on the contact. When done on the contact and they have a contact role with that Opp, it's only then you will see that Opp tab populated with the Opp details.
          • Re: Custom API & Opportunity Fields
            Just to clarify, are you saying the custom fields are not showing up in the Marketo UI, or the custom fields are not accessible via the API? 

            You can get a list of fields via the UI or the API using the Describe endpoint:
            http://developers.marketo.com/documentation/rest/describe/
            • Re: Custom API & Opportunity Fields
              Megan Reed
              Thanks for your replies.

              Edward - I was not aware that you could import opportunities on an account since everything in Marketo is done at a contact level. How does that work?

              Murtza - The custom fields are not showing up in the UI. They are all accessible by the API.

              All I'm trying to do is ensure the Opportunity fields are populating the right information, but if I can't see them in the UI, where can I see them? I'm not the person setting up the API and am not a programmer, I'm in Marketing wanting to make sure my marketing system has the information I expect so our reports run correctly. I hope that helps clarify,
              • Re: Custom API & Opportunity Fields
                Josh Hill
                Megan, did you look under Custom Objects?

                I'm not sure how Marketo handles Opp data from a non integrated system via the API. I'd assume it is with a Custom Object somehow or that some special work needs to be done.

                Where is your developer?
                • Re: Custom API & Opportunity Fields
                  Megan Reed
                  Yes - the developer probably knows custom objects. Our developer is in house.

                  I was just hoping there would be a way for me to visually see the data in Marketo to ensure the API is pulling the accurate data. But it doesn't sounds like something I can't see in the UI.

                  Thanks for all of the feedback!