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October 7, 2016
Question

create custom SFDC fields and sync in marketo

  • October 7, 2016
  • 2 replies
  • 3301 views

Hi,

   I can't seem to find a straightforward answer to this question. When I create a new custom field in SFDC, when will Marketo actually sync and bring in that field so I can filter on a campaign? Is there a way to force sync? I still have old custom fields that I deleted a week ago in Marketo, will they be there permanently? Thanks.

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2 replies

Jim_Thao7
Level 8
October 7, 2016

I can't seem to find a straightforward answer to this question. When I create a new custom field in SFDC, when will Marketo actually sync and bring in that field so I can filter on a campaign?

>> It will bring in anything the Marketo sync user sees during the interval sync which is usually 15 unless you had it changed.  What object is this custom field built in? 

Is there a way to force sync?

>> No, not on the end user side

I still have old custom fields that I deleted a week ago in Marketo, will they be there permanently?

>> Yes

October 7, 2016

If something didn't sync correctly (like you were creating a field for leads and contacts that Marketo didn't link together) you can call support and they may be able to help.

You can rename the field's "friendly name", but its API name is forever in your DB.

October 8, 2016

So related to this issue, I tagged certain leads with the SFDC field "marketoemailtag" = True and the field "Marketoemailtypetag" as a picklist "Compliance Email  1". It is about 1k leads under this designation.

I've set the smart list as such in order to send out the emails to these specific leads. However, I'm not able to populate the leads in the smart list status or send out the emails to these specific leads. Do you have any suggestions for a beginner?

Jim_Thao7
Level 8
October 10, 2016

What records would you expect to see in this qualified list?  If you see 0 qualified records, and you know for sure that at ~1000 records should qualify for this list, go to some of those record's lead details that you believe should qualify and check for the values manually to make sure that they match.