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Valerie_Armstro
Valerie_Armstro
Level 9
April 20, 2016
Question

SFDC Custom Field Syncing Troubleshooting

  • April 20, 2016
  • 1 reply
  • 2638 views

I have a question about how a field that is created in SFDC on the lead and account objects and mapped appears in Marketo once it syncs over.

If I go into SFDC and create a field called MKTO Test as a custom field on the Lead and Account object.  Immediately after creating the two fields, I map the custom lead field to the custom account field. When this field syncs over to Marketo, how should I expect to see this field in Field Management?

OPTION A:  One Field - I will see the MKTO Test field appear as one field in Field Management

  • The CRM Field Map for the MKTO Test field will be MKTO_Test__c (SFDC Lead) MKTO_Test__c (SFDC Account)

OPTION B: Two Fields - I will see a MKTO Test and a MKTO Test (A) field appear in Field Management

  • MKTO Test
    • The CRM Field Map for MKTO Test will be MKTO_Test__c (SFDC Lead)
  • MKTO Test (A)
    • The CRM Field Map for MKTO Test (A) will be MKTO_Test__c (SFDC Account)

Which of these two options is the expected behavior?

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1 reply

Andy_Varshneya1
Andy_Varshneya1
Level 7
April 20, 2016

Option B is the expected behavior since the fields are created one by one in SFDC. You'll have to create a support ticket to have the fields merged in Marketo so that you can have things function like Option A.

Valerie_Armstro
Valerie_ArmstroAuthor
Level 9
April 20, 2016

Thanks for your reply, @Andy Varshneya​. What confuses me is that if you do the same process I described above and map a custom Lead field to a custom Contact field (instead of a custom Account field) in SFDC, they will automatically map into one field when they sync over to Marketo.

Option B is what I've seen happening in our instance. However, in the past no one took the time to get these fields merge, which has resulted in a lot of mistakes in our instance, lost data upon lead conversion, and the running list I've created to send over to Support to fix. It's ridiculous to have to open a Marketo Support case anytime you want to ensure that data isn't lost upon lead conversion and I can't imagine how many support tickets Marketo deals with on a daily basis having to fix these issues because there is no way for the end user to do this themselves.

Iryna_Zhuravel4
Iryna_Zhuravel4
Level 6
April 20, 2016

Try to turn off the sync while creating and mapping new fields in SFDC, so that Marketo gets access to them after they are mapped correctly.

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