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Mike_Reynolds2
Level 10
August 5, 2016

Adding Marketo Fields to Salesforce

  • August 5, 2016
  • 28 replies
  • 14953 views

Included in this article

Overview

Do you need to create fields in Salesforce and have them connect to specific fields in Marketo like for Lead Score or Acquisition Program? If so, this document will take you right to the instructions on how to get that done!

Step by Step Directions for all Salesforce Editions

Adding Custom Marketo Fields to Salesforce

Video Overview

Here's a video tutorial of the entire process that should make it easy to follow along: Salesforce Connector Setup

Enjoy!

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28 replies

August 12, 2016

Is it necessary to include "mkto71_" before every field name? Is there any situation where the "71" should be a different number?

Mike_Reynolds2
Level 10
August 12, 2016

UPDATED - Editing reply because I found a copy/paste mistake in the table and removed it. Data was valid, but a line was missing.

Hi @Alex,​

It does look like that's the case, but I'd be very careful with trying to make it a pattern like just adding mkto71 to the API names. The API names do need to be exactly correct in order for them to match up to the original Marketo fields.

Follow the directions in the doc Adding Marketo Fields to Salesforce Enterprise/Unlimited Edition and a video tutorial on how to do it can be found here: Salesforce Connector Setup

August 23, 2016

When setting the field-level security, the tutorial says to check the box for "read-only" for all profiles but System Administrator. Should my "Marketo Sync" profile also have the read-only box unchecked, so it can write to the lead score field?

Mike_Reynolds2
Level 10
August 23, 2016

If you're using a custom profile, uncheck it for that custom profile. If you're using the Admin profile, you'll want to uncheck it for that profile. Basically, whichever one is responsible for the sync must have write access to the field.

Here's the specifics from the doc Adding Marketo Fields to Salesforce Enterprise/Unlimited Edition

Step 8:

Specify the access settings and click Next:

  • Set all profiles to Visible and "Read-Only".
  • Uncheck "Read Only" for the profile of your sync user.
  • Often customers have a user with the profile of a System Administrator as the sync user. If that's the case with you, then uncheck “Read Only” for the System Administrator profile as shown in the picture below.
  • If you have created a custom profile for the sync user, then uncheck "Read-Only" for that custom profile
August 29, 2016

I followed the video's instructions for setting up the new "Lead Score" field. At the point when it talked about mapping, I noticed there were two "Lead Score fields (one from the MLM package, other from the one I just added) and two "Lead Score" from the contact (again..one installed from MLM and the other from me). Is there a way that I can differentiate between the two? Can I edit the field name to give a visual queue that won't affect anything?

Mike_Reynolds2
Level 10
August 29, 2016

Hi @JB Kuppe​

The most important part is the API names used for these fields you're creating. If you want to alter the friendly name for the old fields that were created by the MLM package, you certainly can.

Does that answer what you were asking about?

Mike

August 29, 2016

It does, thanks. But I would only be able to alter the fields I'm entering as the MLM package fields are unable to be changed.

Mike_Reynolds2
Level 10
August 29, 2016

As long as you're altering the friendly name/label and not the API names, it should still be ok

October 6, 2016

Is there any way to sync custom Marketo fields into Salesforce if they were created after the initial sync? I haven't been able to find anything.

Michael_Langell
Level 4
October 11, 2016

Yes, you create the fields in SFDC and then you create a ticket with Support to have them manually map the custom fields together for you. 

**VERY IMPORTANT: whenever you do this, you need to block field updates from SFDC sync in the admin section in field management. 

Why?  Since SFDC is always considered the source of truth, and the new SFDC fields contains all NULL values, it will start Nulling out your Marketo data.  To prevent this from happening, you need to upload all the field data to SFDC first, and then you can re-enable the SFDC sync. 

So steps below

1.  Block Salesforce sync from MArketo fields

2.  Create ticket asking Tech support to map fields

3.  Uplaod data into SFDC fields from MArketo

4.  Re-enable Salesforce sync

Goodluck!

-Mike