syncing opportunity object to Marketo | Community
Skip to main content
Kelly_Schmid3
Kelly_Schmid3
Level 4
May 18, 2015
Solved

syncing opportunity object to Marketo

  • May 18, 2015
  • 1 reply
  • 2021 views

We've set up an SLA so that anytime a lead becomes MQL we wait 5 days and if there has been no activity logged by a sales rep, an alert is sent to Marketing and their manager.

Right now we are using the "days since last activity' custom field on the opportunity object. However, this field does not sync with Marketo. Marketo support suggested we set up a workflow in SFDC to map the field on the opportunity object to a contact field. I spoke with our SFDC admin and he says this is not even possible in SFDC.

Anyone have any experience mapping a custom field on the opportunity object to a contact field so we can view this data in Marketo?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Justin_Norris1

Great!

1 reply

Justin_Norris1
Justin_Norris1
Level 10
May 18, 2015

@Kelly Schmid​

If by activity we mean a new Activity/Task record and this record always references the contact in the "WhoID" field of the activity, you could make this work with the following steps:

  • When the lead becomes MQL, request an SLA campaign that has a wait step of 5 days then sends the alert.
  • Meanwhile, create another trigger campaign that listens for "Activity Is Logged" and with a flow step "Remove from Flow" that removes the lead from the SLA campaign.
  • So if activity is logged, they are removed from the SLA and no alert is sent. If no activity is logged, alert fires.

Would that work?

Kelly_Schmid3
Kelly_Schmid3Author
Level 4
May 20, 2015

Great idea, Justin! I just set this up and will see in the next few days if it's working properly.

Justin_Norris1
Justin_Norris1Accepted solution
Level 10
May 20, 2015

Great!

Terms & ConditionsAccessibility statement

Loading footer...