Sync SFDC custom Record to Mk

Forum|Forum|9 years ago
October 31, 2016
1 reply
3148 views

We have a few custom records for competitor software (as there could be many), Construction Projects that a contact or lead might be associated with (as there might be many), and a few others records i need to be able to capture. When i collect the SFDC Custom object schema they do not show as being available. Is this not the appropriate area to accomplish this?

Is there another way to sync a custom record in SFDC that is attached to Contact, Lead, or Account?

Marketo

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Josh_Hill13

Level 10

What do the docs say?

Did you make the object visible to Marketo?

Carrie_LawsonAuthor

Level 4

I guess i am asking the wrong questions? I also must not be looking in the right place! I cant seem to locate the instructions on doing this. I have found instructions on Custom objects 2.0 and Marketo Objects as well as SFDC Objects in the product docs, but none of those provides any details about what to verify on the SFDC side. I have tried searching SFDC training on the object permissions, but again does not provide details on what i should be looking for to actually change these.

I feel like i am looking for a needle in a hay stack. Can you point me in the right direction?

Grégoire_Miche2

Level 10

Hi Carrie,

sync'ing SFDC custom objects is quite different from creating custom objects in Marketo. Once you have made sure that the custom objects in SFDC can be accessed by the Marketo sync user, you will need to:

Refresh the SFDC schema in Marketo
Map the custom object to sync

See here: SFDC Sync: Custom Object Sync - Marketo Docs - Product Docs

-Greg

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