SFDC/MSD: Enable to sync account opportunities (at least as a custom object) | Community
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Grégoire_Miche2
Grégoire_Miche2
Level 10
November 30, 2016
New

SFDC/MSD: Enable to sync account opportunities (at least as a custom object)

  • November 30, 2016
  • 5 replies
  • 5593 views

When synchronizing with a CRM, Marketo only syncs opportunties that are linked at contact level in the CRM. Typically, in SFDC, this is done using the opportunity contact role table.

And yet, some companies just do not use opportunity contact roles. They only attach oppies to accounts and that's it. In this case, many things in Marketo are not possible:

  • MT/FT attribution reporting in Program analyzer not in Revenue Explorer
  • Using opportunity related filters / triggers

This idea is that account opportunities should be sync'ed in standard, with all related "account Opportuntiy" filters and triggers, exactly similar to contact opportunities.

Weirdly enough, we can add CRM custom objects for many CRM objects that are in fact CRM Standard objects, but we cannot add Account Opportunities as a sync'ed custom objet in Marketo.

So, If is is not possible to have account oppies mapped in standard, at least, it should be possible to map them as a custom object. That would not fix the attribution, but it would at least enables triggers and filters.

-Greg

    5 replies

    Sara_Greaves
    Sara_Greaves
    Level 4
    December 1, 2016

    This is a great idea! Our sales reps rarely link contacts to opportunities, so this has been a real challenge for us.

      Dan_Stevens_
      Dan_Stevens_
      Level 10
      February 26, 2017

      I'd have to think this is the norm for large, global enterprises - where proper adoption/use of CRM by the sales teams is challenging.  We face the same challenges.

      Grégoire_Miche2
      Grégoire_Miche2Author
      Level 10
      February 27, 2017

      If this was to be implemented, it would be important to have some advanced filters on which opportunities to take into account for revenue and ROI reporting. Typically, for instance, we should be able to keep only new business or certain product lines, ...

      See

      -Greg

        Oliver_Zosel
        Oliver_Zosel
        Level 3
        May 22, 2018

        Why is this still marked as new, it was created a year and a half ago, and would be significant for many use cases for many organizations.

        Mark_Brailsford
        Mark_Brailsford
        Level 2
        October 5, 2018

        We've been Salesforce.com users since 2005. We're a global B2B company. We don't associate contacts to opportunities. Had I known of this limitation, I would have blocked our adoption of Marketo in June 2018.

        K
        kh-lschutte
        February 6, 2020
        No text available
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