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Changes to Marketo Salesforce Sync – Questions and Discussion

Question asked by b314881cf2c6f34ff6c1ea07c3f07a199f877a57 Employee on Aug 5, 2016
Latest reply on Feb 6, 2017 by b314881cf2c6f34ff6c1ea07c3f07a199f877a57

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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