1 Reply Latest reply on Nov 10, 2016 4:39 AM by 0bd96454cafdd2dfa70a171bfa7b79b53384cf2a

    Does anyone have success with syncing custom entities from Dynamics CRM?

      What approach to people take to syncing custom entities where you have lookups in CRM that go up a couple of levels? We have a custom entity related to Contact, but this entity has a number of lookups and some of these themselves have lookups. The docs say that you can only sync entities related up to 2 levels to a standard synced entity, but we are finding that we can only sync the first level of custom entity, i.e. the entity related to Contact. Does anyone else have experience of this?

       

      - Erica

        • Re: Does anyone have success with syncing custom entities from Dynamics CRM?

          For anyone with the same issue, I have discovered that it is essential to set up the custom entities to be synced in a particular order. Here is the response from Marketo Support (which worked), in case anyone else hits this problem:

           

          Here is the summary of the steps involved to refresh the schema:

           

          1. Disable the global Salesforce sync.

          2. Remove the objects from use from all assets.

          2. Next, disable the sync on the level 1 custom entity and any other related object.

          3. Refresh the schema.

          4. After the Schema refreshes, enable the sync for the custom entity furthest related from the Contact (in our case), then enable the sync for the custom entity directly related to the Contact (and any other objects that need to be re-enabled).

          5.Enable the Global Salesforce Sync.

           

          Hope this is useful to others -

          Erica