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A
Anonymous
August 26, 2016
Question

Triggers based on Salesforce Case Fields

  • August 26, 2016
  • 2 replies
  • 2566 views

I'm looking to have nurtures and tasking trigger based on salesforce case field updates. Right now I don't see any way to accomplish this in marketo. Is there a way to map salesforce case fields to marketo?

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
August 26, 2016

Hi Thomas,

You cannot map case fields, but you surely can map cases as custom objects. From there, you will be able to use cases to trigger or filter campaigns. If you also need to add case field values to your emails, once the mapping is done, you may use velocity scripting.

-Greg

A
Anonymous
August 26, 2016

Thank you for the insight. How would I go about mapping a case to a custom Object? I am very new to this, if there is any custom object documentation or instructions you could provide on the steps to accomplish it would be much appreciated! I found a few articles, but the instructions seem to jump into the middle of the process rather than start from square one!

Grégoire_Miche2
Grégoire_Miche2
Level 10
August 26, 2016

Hi Thomas,

you need to do to MArketo admin interface -> Salesforce custom objects.

The doc is here: SFDC Sync: Custom Object Sync - Marketo Docs - Product Docs

-Greg

    A
    Anonymous
    August 31, 2016

    Just want to point out something, you CAN'T trigger on Case Updates because there isn't an option for "Case is Updated" in Trigger

    The only option you have is the "Added to Case" and "Added to Case Contact Role" Trigger option. Meaning it will only trigger on the initial sync of a Case.

    Due to this, we end up populating the Case fields into Opp object in order to use "Opportunity is Updated" Trigger option.

    Also for a Case to sync into Marketo, you will need at least one Contact/Person in Contact Role attached to the Case in Salesforce, if there isn't any, the case will not sync. This is because for Custom Object, Marketo is using Contact Role as the contact identifier to map to.

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    August 31, 2016

    This is the same with any custom object, BTW. Vote here: ​ or here:

    -Greg

    A
    Anonymous
    August 31, 2016

    Yes, I know this because I learned it the hard way.

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