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Mike_Reynolds2
Mike_Reynolds2
Level 10
August 5, 2016
Question

Changes to Marketo Salesforce Sync – Questions and Discussion

  • August 5, 2016
  • 43 replies
  • 21472 views

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.

Important Note About Schedule Requests

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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    43 replies

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    E
    Erica_Harris2
    Level 3
    January 6, 2017

    @Mike Reynolds​ I have just had a worrying conversation with our SFDC account manager.  We are a Professional Edition customer and we had a note just before Christmas from our Marketo account manager telling us that we would need to purchase API access in order to continue to sync to SFDC after the end of January.  However, when speaking to the SFDC account manager, he tells me that API access for Professional Edition is "API Lite" and only allows one-way access, i.e. into SFDC, so would not allow us to sync.  They are more or less forcing us to upgrade to Enterprise, which is a cost we are very reluctant to incur.

    Can you confirm that API access will not give us sufficient functionality to allow Marketo and SFDC to continue to sync?  This is urgent for us.

    Thanks -

    Erica

    P.S. @Grégoire Michel​ SFDC tells me they are doing this because Marketo is a competitive product to Pardot.

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    January 6, 2017

    Hi Erica,

    This is very worrying indeed, thx for posting it.

    But I really think that you should post this as a separate question in order to give it maximum exposure in the community.

    I'll try to investigate on my end as we have many PE customers.

    -Greg

    Rebecca_Allen
    Rebecca_Allen
    Level 2
    January 11, 2017

    Hello,

    I'm trying to recreate the MLM fields in SalesForce but am having a hard time getting the API name to match exactly with the field map in Marketo. For instance, Inferred City's API name is "mkto2__Inferred_City__c" but when recreating the field in SalesForce, I'm not able to save the new Field Name as that API name because of the consecutive underscore at the front (after the mkto2 prefix). So my questions are - Can I add a namespace prefix to custom fields? If not, then how do I get these API names to match up correctly so that the backfill will kick off? Thank you

    Rebecca

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    January 11, 2017

    Hi @Rebecca Allen,

    You are not supposed to reenter the field API names as they were with the package.

    You should use the new nomenclature instead. See Step 1 of 3: Add Marketo Fields to Salesforce (Enterprise/Unlimited) - Marketo Docs - Product Docs

    You Inferred city field should have "mkto71_Inferred_City" as an API name (SFDC will automatically append the __c at the end of it.

    -Greg

      Rebecca_Allen
      Rebecca_Allen
      Level 2
      January 12, 2017

      Got it- Thanks so much for the clarification!

      On Wed, Jan 11, 2017 at 4:54 PM, Grégoire Michel <

        A
        Anonymous
        January 17, 2017

        Hello Mike,

        We're in the process of creating the new fields and we're just working through the effects and what we need to change. To that end, once the MLM package is uninstalled, do the 32 other fields have no impact on our SFDC instance (if we uninstall, would these fields will also be deleted)?

        Name

        Type

        Images

        Document Folder

        German

        Language Translation

        French

        Language Translation

        Marketo Lead Management

        Tab

        Marketo

        App

        About Marketo

        Tab

        marketo logo

        Document

        1. MarketoTabIcon.png

        Document

        Finnish

        Language Translation

        If that is the case, what is the impact on our SFDC? Some of our users use local languages but I'm not sure if that's what the above fields refer to.

        Also, one of the 2 tabs shows error page and other one shows blank page. It may be due to these components becoming redundant or some issue with configuration.

        Any guidance would be greatly appreciated.

        Clemence

        Grégoire_Miche2
        Grégoire_Miche2
        Level 10
        January 17, 2017

        Bonjour Clémence,

        When you uninstall the package, all the fields that belong to the package will be removed from your SFDC instance. These fields are recognisable through their API names that start with mkto2_ They will be totally discarded from you SFDC instance, including their translations. The unnecessary tabs, the files and other items that were part of the package will also be removed.

        But you will only be allowed to deinstall the package if these fields or components are not used elsewhere in SFDC. In order to get the complete list of components that will be removed, go to setup-> Installed Packages, then click the MLM package, and then the "view components" button.

        To get a complete overview of where they are being used, in DFDC this is a little complex and the simplest way is to use Eclipse (a developper's tool).

        With regards to the new fields, you may need to go to the translation workbench in SFDC to provide translated labels for them.

        -Greg

          A
          Anonymous
          January 20, 2017

          Thanks Gregoire - really helpful

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