I'm looking to have nurtures and tasking trigger based on salesforce case field updates. Right now I don't see any way to accomplish this in marketo. Is there a way to map salesforce case fields to marketo?
You cannot map case fields, but you surely can map cases as custom objects. From there, you will be able to use cases to trigger or filter campaigns. If you also need to add case field values to your emails, once the mapping is done, you may use velocity scripting.
Thank you for the insight. How would I go about mapping a case to a custom Object? I am very new to this, if there is any custom object documentation or instructions you could provide on the steps to accomplish it would be much appreciated! I found a few articles, but the instructions seem to jump into the middle of the process rather than start from square one!
you need to do to MArketo admin interface -> Salesforce custom objects.
The doc is here: SFDC Sync: Custom Object Sync - Marketo Docs - Product Docs
Just want to point out something, you CAN'T trigger on Case Updates because there isn't an option for "Case is Updated" in Trigger
The only option you have is the "Added to Case" and "Added to Case Contact Role" Trigger option. Meaning it will only trigger on the initial sync of a Case.
Due to this, we end up populating the Case fields into Opp object in order to use "Opportunity is Updated" Trigger option.
Also for a Case to sync into Marketo, you will need at least one Contact/Person in Contact Role attached to the Case in Salesforce, if there isn't any, the case will not sync. This is because for Custom Object, Marketo is using Contact Role as the contact identifier to map to.
This is the same with any custom object, BTW. Vote here: 'Is Updated' Triggers on SFDC Custom Objects or here: Distinguish between Add and Update of Custom Object, have Update Trigger
Yes, I know this because I learned it the hard way.
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