how to link a salesforce field in marketo

Forum|Forum|11 years ago
February 2, 2015
12 replies
3906 views

Hello,
I am newbie in Marketo.
we keep having issues with marketo sending emails inappropriately. A campain is set to send email at a certain time according to salesforce fields values. I works too much. I have added a constraint in the smart list that looks at the value of a salesforce field called ''status''. It should send only when this field is ''confirmed''. How can I verify that marketo has the correct ''status'' value for a lead? When I look at the fields in the SFDC tabs, I do not see the field called ''status'' in there. Where is it in marketo? Does marketo look up the ''status'' field directly in Salesforce?
thanks,
Serge.
ps. the page regarding salesforce in knowledge base are still under construction by Anna.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

Show previous replies

A

Anonymous

As long as your integration user has visibility on the new field, it should appear in Marketo automatically within 5 minutes or so. It always works that way for me!

S

Serge_LamarcheAuthor

Level 2

Hi Justin,
I made a little test. I changed the label name of the status field to xstatus in SFDC. In marketo, I went in admin > integration > saleforce > object sync and chose passenger object and looked at the field. The field is type formula text. After I resync the object, the field name is updated as xstatus. So far so good. But when I try to use it in a smart list, the value of the field is inaccurate. How can it have a value that is wrong since the field itself is a formula? Does it just takes the value at creation and then never updates it? This would make the field useless in marketo.
thanks,
Serge.

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded