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A
Anonymous
September 20, 2016
Question

Setting a Marketo-only field equal to opp field in Marketo

  • September 20, 2016
  • 2 replies
  • 1245 views

Hello, as the subject said, is there a way to set a field on contact equal to a field from an opp?

We are trying to build a dynamic form based on a field in opp, but since we can only create a form based on field on the person/contact/lead level, thus we will need to bring the field from opp into the person/contact/lead record.

We can do it in SF side, but just want to make sure if its doable just in Marketo side.

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2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
September 20, 2016

Not immediately -- without using up all your API calls. Marketo doesn't have a non-API way of transferring these values, so you'd end up using a "loopback" API design w/webhooks.

If you could afford some delay, though, you could bulkify the API calls in daily batches at great savings to your resource limits.

Jim_Thao7
Jim_Thao7
Level 8
September 20, 2016

Why don't you just do it on the SFDC side as a custom field and let that custom field sync down to Marketo.  So basically, all the operations/formulas happen in SFDC and the field value then simply just syncs over to Marketo. Any particular reason why it has to be a Marketo only field?

A
Anonymous
September 20, 2016

i just want to see/evaluate which is easier to do

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