4 Replies Latest reply on Nov 6, 2018 12:31 PM by Sonali Jadeja

    Opportunity field sync

    Pavan Peri

      Hi,

      I have synced lead, contact, account, and opportunity fields to Marketo from Salesforce. I haven't synced the data yet.

      I can see lead, contact, account fields under field management but not opportunity fields.

      Do they appear when I sync the data? Do I have to reach out to support to enable opportunity field sync?

        • Re: Opportunity field sync
          Floyd Alvares

          Hi Pavan,

           

          You should be able to see the opportunity fields under field management. Can you re-check to see if Marketo does have the permission to read the opportunity fields?

           

           

           

          Opportunity fields syncing to Marketo should be enabled by default. However, if you have confirmed that the permission rules for Marketo to read the Opportunity fields/data is correct, then I would raise a Marketo support ticket to confirm.

           

          Thanks

          Floyd

            • Re: Opportunity field sync
              Pavan Peri

              Hi Floyd,

              I double checked and the Marketo users does have access to opportunity fields. I will reach out to Marketo support since it has been over 6 hours since I completed the initial sync. Please note that I haven't synced the data yet. I just synced the fields.

                • Re: Opportunity field sync
                  Floyd Alvares

                  Hi Pavan,

                   

                  You shouldn't need to sync data across in order for the Opportunity fields to be available in field management. The screen shot I shared is the fields in my Marketo instance and I do not have any data for Opportunities. I definitely feel it has something to do with your visibility rules, however I am sure Marketo support can provide a good guidance.

                   

                  Let us know what support has offered to say.

                   

                  Thanks

                  Floyd

              • Re: Opportunity field sync
                Sonali Jadeja

                Hi Pavan,

                 

                We faced a similar issue and it turned out that Marketo sync user for SFDC didn't have visibility to opportunity fields.