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June 8, 2016
Question

Need the ability to write the Marketo Custom Object information to Salesforce object

  • June 8, 2016
  • 1 reply
  • 3462 views

Hi,

We have a requirement to sync the Marketo Custom objects (call it Sample-M) with a similar Salesforce custom object (call it Sample-S) records. The Marketing team has access to only marketo and hence, the data is written in to the Sample-M records and is visible in the marketo user interface. Now, the requirement is to create/update the Sample-S records on insert/update of Sample-M records. This can be obtained by invoking the API webservices of Salesforce using marketo webhooks.

In doing so, I am faced with 2 limitations:

1. How do I authenticate the API call from a marketo webhook? If I use any other platform than marketo, this is done in two steps - first call to authenticate and get an authorization token from Salesforce; and the second call to insert/update the data in Salesforce by including the authorization token in the HTTP request. Marketo webhook allows me to only use one call. Is there a way to accomplish this?

2. In webhooks, I am only able to get the data of the standard marketo objects only, eg., Leads, Company, Campaigns, etc. There is no option to include the data of marketo custom objects. In the body of the API request, I need to pass the information of marketo custom object. How can I get the data of the Sample-M records to be included in the request?

Thanks in advance

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1 reply

SanfordWhiteman
Level 10
June 8, 2016

1. How do I authenticate the API call from a marketo webhook? If I use any other platform than marketo

That's a generalization: what you really mean is if I do not use webhooks or other single-request HTTPS clients.  Webhooks were not designed to be stateful, whether sent by Marketo or anywhere else.

The answer is to use the webhook to call an intermediate service that can run both the authentication request-response and the data request.

2. In webhooks, I am only able to get the data of the standard marketo objects only, eg., Leads, Company, Campaigns, etc. There is no option to include the data of marketo custom objects. In the body of the API request, I need to pass the information of marketo custom object. How can I get the data of the Sample-M records to be included in the request?

Why can't whatever you're using to update the Sample-M records do a two-phase commit of Sample-S records? 

June 8, 2016

Thanks for your response. First, we do not want to include a middleware and wanted to directly keep marketo and salesforce in sync. Also, as I understand from your comment, we cannot get the Sample-M record info from marketo (within webhook), but have to make the api call from the point where we are inserting/updating the Sample-M records to insert/update Sample-S records as well. Correct me if I am wrong.

SanfordWhiteman
Level 10
June 8, 2016

That's correct, you should use the insertion point to commit both Sample-M and Sample-S records.  This gives better error control anyway.

Beyond that you would have to build some sort of intermediate tier.