How to "extract" a custom object data to make it appear as a field on the lead in Marketo? | Community
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vincent.mauduit
Level 2
June 7, 2018
Question

How to "extract" a custom object data to make it appear as a field on the lead in Marketo?

  • June 7, 2018
  • 2 replies
  • 1733 views

Hello everyone,

I would like to know if it is possible to make a custom object data field appear as a marketo field on the lead, so that we can use this data from custom objects in smart campaigns' smartlists and flows.

For example, if the custom object is "contract", and we want to create/trigger a salesforce task because some data in the "contract" custom object has changed, how would we be able to do it?

Thank you,

Vincent

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2 replies

Jay_Jiang
Jay_Jiang
Level 10
June 7, 2018

Might be worth writing apex code to copy the value from the custom object's field to a lead object field on create and update which then syncs as per normal with Marketo.

Actually, if you're using salesforce, couldn't you use a workflow in salesforce?

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    June 7, 2018

    Agreed with Jay -- if all the logic is based on the SFDC CO being updated, then inter-object triggers should be in SFDC.

    Or is there some other condition that can only be known in Marketo, and that's why you want to create the task from the Marketo side?

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