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A
Anonymous
November 27, 2017
Question

Opportunity Data sync

  • November 27, 2017
  • 3 replies
  • 5218 views

Hi,

We have done the SFDC sync recently and we did not get the opportunity data as we don't have contact roles in SFDC instance.

-> Is there any workaround for getting the opportunity information without creating contact roles.

AND

-> If there is no workaround, what is the easy way to set up the contact roles in SFDC and sync the opportunity information to Marketo. If you have any documentation on this topic, please share it

Please advise.

Thanks,

Ravi.

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3 replies

L
LizMe
Level 3
November 27, 2017

Hi Ravi,

Well, you can mass insert opportunity contact roles using Data Loader in Salesforce, but of course that still requires contact roles.

Opportunity contact roles play an important part in reporting, if you would like to see how your leads progress from new to revenue or if you want to see how your programs impact revenue. It's key in putting the pieces together.

Consider reviewing your current strategy with your sales team and creating an SLA. Maybe going forward the rule is all new opportunities need contact roles. Here's a great thread on this topic: Why Sales Needs To Use Contact Roles

Best,

Liz

    A
    Anonymous
    November 28, 2017

    Hi Liz,

    Thank you so much for your help, I think this steps should work.

    Regards,

    Ravi.

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    November 27, 2017

    +1 Liz's response.

    If you really want something that's Opportunity-like but doesn't require ORs you could create a Custom Object like OpportunityTypeThing and sync that. But of course you lose all of SFDC and Marketo's awareness of literal Opportunities.

    A
    Anonymous
    November 28, 2017

    Hi Liz,

    There was some permissions issue, now the opportunity data is flowing into Marketo.

    Thank You.

    Regards,

    Ravi.

    L
    LizMe
    Level 3
    November 28, 2017

    Awesome! Glad it worked!

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