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Changes to Marketo Salesforce Sync – Questions and Discussion

on Aug 5, 2016
Latest reply on Feb 6, 2017 by Mike Reynolds

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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.

Important Note About Schedule Requests

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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Mike Reynolds

@ Erica Harris on Jan 6, 2017 10:06 AM

Erica,

My apologies, but I need to walk back one of the details I commented about above. I'll edit my post to correct it there.

SFDC only needs that one-way API access. We do not need that two-way API access. All data transfer for the SFDC integration goes through API calls generated from the Marketo side out to SFDC. No API calls are generated from the SFDC side out to Marketo, so you do not need two-way API access, only the one-way calls into SFDC. Sorry for the incorrect info previously. I'll correct my comment and one of our Product Managers is going to comment in your other discussion thread about it.

-Mike

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Rebecca Allen Jan 11, 2017 2:18 PM

Hello,

I'm trying to recreate the MLM fields in SalesForce but am having a hard time getting the API name to match exactly with the field map in Marketo. For instance, Inferred City's API name is "mkto2__Inferred_City__c" but when recreating the field in SalesForce, I'm not able to save the new Field Name as that API name because of the consecutive underscore at the front (after the mkto2 prefix). So my questions are - Can I add a namespace prefix to custom fields? If not, then how do I get these API names to match up correctly so that the backfill will kick off? Thank you

Rebecca

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Grégoire Michel @ Rebecca Allen on Jan 11, 2017 10:02 PM

Hi Rebecca Allen,

You are not supposed to reenter the field API names as they were with the package.

You should use the new nomenclature instead. See Step 1 of 3: Add Marketo Fields to Salesforce (Enterprise/Unlimited) - Marketo Docs - Product Docs

You Inferred city field should have "mkto71_Inferred_City" as an API name (SFDC will automatically append the __c at the end of it.

-Greg

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Rebecca Allen @ Grégoire Michel on Jan 12, 2017 7:28 AM

Got it- Thanks so much for the clarification!

On Wed, Jan 11, 2017 at 4:54 PM, Grégoire Michel <

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d0f8220f51986cec09529f3c73036955eb6d3a34 Jan 17, 2017 1:23 AM

Hello Mike,

We're in the process of creating the new fields and we're just working through the effects and what we need to change. To that end, once the MLM package is uninstalled, do the 32 other fields have no impact on our SFDC instance (if we uninstall, would these fields will also be deleted)?

Name	Type
Images	Document Folder
German	Language Translation
French	Language Translation
Marketo Lead Management	Tab
Marketo	App
About Marketo	Tab
marketo logo	Document
MarketoTabIcon.png	Document
Finnish	Language Translation

If that is the case, what is the impact on our SFDC? Some of our users use local languages but I'm not sure if that's what the above fields refer to.

Also, one of the 2 tabs shows error page and other one shows blank page. It may be due to these components becoming redundant or some issue with configuration.

Any guidance would be greatly appreciated.

Clemence

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Grégoire Michel @ d0f8220f51986cec09529f3c73036955eb6d3a34 on Jan 17, 2017 9:14 AM

Bonjour Clémence,

When you uninstall the package, all the fields that belong to the package will be removed from your SFDC instance. These fields are recognisable through their API names that start with mkto2_ They will be totally discarded from you SFDC instance, including their translations. The unnecessary tabs, the files and other items that were part of the package will also be removed.

But you will only be allowed to deinstall the package if these fields or components are not used elsewhere in SFDC. In order to get the complete list of components that will be removed, go to setup-> Installed Packages, then click the MLM package, and then the "view components" button.

To get a complete overview of where they are being used, in DFDC this is a little complex and the simplest way is to use Eclipse (a developper's tool).

With regards to the new fields, you may need to go to the translation workbench in SFDC to provide translated labels for them.

-Greg

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d0f8220f51986cec09529f3c73036955eb6d3a34 @ Grégoire Michel on Jan 20, 2017 5:20 AM

Thanks Gregoire - really helpful

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Grégoire Michel @ d0f8220f51986cec09529f3c73036955eb6d3a34 on Jan 20, 2017 5:48 AM

Then mark it as such

-Greg

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Grégoire Michel @ d0f8220f51986cec09529f3c73036955eb6d3a34 on Jan 20, 2017 5:51 AM

You may want to read this: Bon Jovi & the Marketo-to-Salesforce Sync Changes

-Greg

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d7eda3b616ef649b2f505e24ccf2897910f3f5dd @ Mike Reynolds on Jan 25, 2017 6:57 PM

Hi Mike Reynolds

I used to have MLM and I uninstalled it from Salesforce back in October. My team decided they did want to sync the Inferred fields after all, so I just finished the Bon Jovi instructions to recreate those fields in Salesforce with the "mkto71_" prefix. When I log in to Marketo and look at our field mapping, though, it has those fields mapped to "mkto2_" (see screenshot) Is that left over from when we had MLM installed? Will the sync correctly tie to the new mkto71_ fields? Is there anything I need to do to ensure that happens?

Thanks for your help!

Mia

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Mike Reynolds

@ d7eda3b616ef649b2f505e24ccf2897910f3f5dd on Jan 26, 2017 6:22 AM

Hi Mia,

That's a good question. That Field Mapping tab is always a source of confusion. The fields shown there are usually a reference to the original mapping that was in place at the time when they were first set up, which is why you'd still see mkto2__ prefix there. Instead of going to the Field Mapping tab, look under the Field Management tab to the left of it. Find one of the fields, highlight it, and the mapping will show in the middle of the page like so:

That should get Bon Jovi rockin' and rollin' again the way that Jeff talked about!

Let me know if that works. Happy to help answer any other questions you may have.

-Mike

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d7eda3b616ef649b2f505e24ccf2897910f3f5dd @ Mike Reynolds on Jan 26, 2017 1:06 PM

Thanks, Mike! That did the trick ☺

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ed3f2b747089675b498e47eca45ca5f5e02f74b0 @ Mike Reynolds on Feb 6, 2017 8:06 AM

Hi Mike, we have hit our API limit with SF 3 days in a row. We are not sure what is happening, is this due to the changes that were made in this new roll out?

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Mike Reynolds

@ ed3f2b747089675b498e47eca45ca5f5e02f74b0 on Feb 6, 2017 8:17 AM

Hi Nicholas,

There's really no way to know at all from here. Could be any number of different things. Best thing would be to Contact Marketo Support and check it out directly.

Thanks,

Mike

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