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Alexis_D_Alba1
Alexis_D_Alba1
Level 5
October 22, 2015
Question

Account Record Type Changes Are Not Syncing To Marketo

  • October 22, 2015
  • 2 replies
  • 1883 views

In salesforce we changed our account record types. Previously we had 4 Account Record types,  which were accurately populating in Marketo. Then we consolidated

two of them so now there are only two account record types in salesforce.  However, this change is not syncing over

to marketo. Is there something we need to do to have the account record types in Marketo match the

changes we made in Salesforce?

Here's an example:

In salesforce an account will have the record type= "client direct" ( this is the new change) In Marketo the account record type is still the old record type which is "publisher"

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 22, 2015

HI Alexis,

If you have changed the record types definition or names, it means that you may have not updated the account, just changed some formula values.

Go to the account in SFDC, just click on edit and save and wait 5 minutes, the go to Marketo.

-Greg

Alexis_D_Alba1
Alexis_D_Alba1Author
Level 5
October 22, 2015

Thank you @Grégoire Michel​

We updated the account record type on 40K records in Salesforce. Is there a way to mass update the account?

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 22, 2015

The best way is to create a field in SFDC (call it "force update"). Then you use data loader or a tool like this one : Enabler4Excel

You just set a value (any value) in this field and you update the accounts, only updating this field.

-Greg

A
alex.stanton
Level 7
October 23, 2015

Just a note - make sure your API limit in SFDC can handle the quantity of records that will need to sync and that Marketo itself can handle the volume without creating any delays in the sync. Open a ticket with support to make sure, or break it up in two or more chunks.

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