How to Sync Salesforce lookup fields in Marketo

Forum|Forum|3 years ago
March 3, 2023
2 replies
2601 views

I'm new to Marketo and am still learning the ropes. Is there a document or article available that explains how to sync Salesforce lookup fields in Marketo?

Marketo

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Best answer by Vinay_Kumar

Well, formula field updates on the lookup field don't trigger a sync, and if you want the values to sync then you need to:

1. create an apex trigger to stamp the values

or

2. create a process using process builder.

Vinay_Kumar

Community Advisor

This might help: https://nation.marketo.com/t5/product-discussions/look-up-field-sync-sfdc-marketo-integration/td-p/97241

R

RivianwildAuthor

Level 2

Thanks Vinay for sharing the link, the first option will suffice our need to create a formula field, but in our case the data is going to change so how to handle that scenario?

Vinay_Kumar

Accepted solution

Community Advisor

Well, formula field updates on the lookup field don't trigger a sync, and if you want the values to sync then you need to:

1. create an apex trigger to stamp the values

or

2. create a process using process builder.

Darshil_Shah1

Community Advisor and Adobe Champion

Updates on the lookup field don't trigger a sync, so you'd want an automation in place in SFDC that'd update a non-lookup custom field with its value that'd trigger the sync.

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