5 Replies Latest reply on Mar 1, 2018 3:02 PM by Grégoire Michel

    Salesforce Custom Objects and Marketo

    Roger Morris

      I am trying to understand the possibilities here.

       

      I have a custom object in salesforce called saved_search__c. I want to sync it with Marketo so that when a new lead fills out a form, a new saved search record is created and attached to the new lead in sfdc.

       

      What I have found when searching are older discussions saying the saved_search__c(custom objects in general) can only be associated with either the lead or contact object and not both. Furthermore, it would need to be Lead_Saved_Search__c and Contact_Saved_Search__c. Is this still the case?

       

      My main question is can a custom object record be created in Marketo and synced back to sfdc or do all new records need to originate from sfdc and only then are they editable in Marketo?

      Do I need a custom object for each standard object?

        • Re: Salesforce Custom Objects and Marketo
          Sanford Whiteman

          My main question is can a custom object record be created in Marketo and synced back to sfdc or do all new records need to originate from sfdc and only then are they editable in Marketo?

          I think you're getting ahead of yourself a bit.

           

          If this is a Marketo form, you'll have to wait for the Form Fillout results to be synced with SalesForce (you can concatenate all the fields into a single Textarea w/JSON to make this easier) and then, in SFDC, create the CO. It will sync back to Marketo on the next sync run, but will not be editable in Marketo (though it will be filterable and can be used in Velocity tokens).

          • Re: Salesforce Custom Objects and Marketo
            Grégoire Michel

            Hi Roger,

             

            What I have found when searching are older discussions saying the saved_search__c(custom objects in general) can only be associated with either the lead or contact object and not both. Furthermore, it would need to be Lead_Saved_Search__c and Contact_Saved_Search__c. Is this still the case?

            Yes, this is the case. Vote here : Enable smart mapping of SFDC Custom object linked to lead and contact or lead and account

             

            My main question is can a custom object record be created in Marketo and synced back to sfdc or do all new records need to originate from sfdc and only then are they editable in Marketo?

            They have to be created in SFDC and they will be read only in Marketo, unlike Marketo only custom objects. This means that these SFDC sourced custom objects will not be editable in Marketo neither.

             

            The only way to acheive it is:

            1. store the result of the form in one or a few lead/contact fields that are also salesforce fields. If you think someone might fill out these forms at a frequent rate, in order to avoid missing any one, you will have to a store the multiple values in a JSON long text field.
            2. Let these sync to SFDC
            3. Have a trigger in SFDC that collect these field values and regenerates the Custom objects.

             

            -Greg