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    Changes to Marketo Salesforce Sync – Questions and Discussion

    Mike Reynolds

      Updates to the Marketo Salesforce Sync Configuration

       

      This discussion thread has been set up to ensure you get answers to your questions regarding the upcoming configuration changes between Marketo and Salesforce. It is being monitored by the Marketo team so please post any questions you have and we’ll be happy to get you answers!

       

      Quick Overview

      Due to changes to the SFDC integration architecture, action is required soon to continue syncing a small number of fields to your Salesforce instance. There are 16 fields affected, but most customers are only using a couple of these fields in their Salesforce instance – Lead Score and Acquisition Program. The configuration update will shut off the sync of data to the MLM package and these fields, so the data in those fields in SFDC will become stale and won’t update.

       

      You can keep syncing this data to SFDC but it requires creating new custom fields. When the fields are re-created, a drip process will be triggered to backfill existing data from Marketo into the new fields in SFDC. If you aren’t using these fields, or aren’t using SFDC at all, this doesn’t apply to you and there’s nothing for you to do.

       

      When to Make the Changes

      The configuration changes are being scheduled over time into month-long groups. Please see the Release Schedule for specifics.

      Any time in your group month.PNG

       

      Important Note About Schedule Requests

      OPEN SCHEDULE.PNG

       

      Fields Affected

      Lead Score

      Acquisition Program

      Acquisition Program Id

      Acquisition Date

      Original Search Phrase

      Original Source Info

      Original Source Type

      Original Referrer

      Original Search Engine

      Inferred Company

      Inferred Metropolitan Area

      Inferred Phone Area Code

      Inferred State Region

      Inferred City

      Inferred Postal Code

      Inferred Country

       

      Where to go for More Information

      Changes to Marketo Salesforce Sync – Frequently Asked Questions

      Changes to Marketo Salesforce Sync - Overview

      Changes to Marketo Salesforce Sync – Release Schedule

      Changes to Marketo Salesforce Sync – Under The Hood

      Adding Marketo Fields to Salesforce

      Changes to Marketo Salesforce Sync – Preventative Troubleshooting

       

      New Related Discussion Threads

      Is the Marketo lead management app still available? Initial set up required for Marketo to salesforce integration?

      Weird bug with "Score" field type?

      All score fields have stopped to sync from SFDC to Marketo 

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