Once the backfill takes place, will it change the Acquisition Date based upon the migration?

HI @Leilani Latimer​

No, the data will all remain the same as it was. The field values like Acquisition date all live within Marketo and are controlled on that side. No values will be changed, it's just a matter of which fields in SFDC those values get synced to.

Mike

Anyone using Salesforce professional version vs enterprise who has done this? Any resource for how to in salesprofessional?

Is there documentation/help for professional edition?

Hi @Chris Chariton​

Essentially the process of adding fields into SFDC Professional Edition is the same as for Enterprise. The big difference is that with Professional Edition, the fields must be added into the Lead & Contact page layouts in order for Marketo to be able to pass data to them.

Just updated the doc Adding Custom Marketo Fields to Salesforce to mention that part.

Hope that helps!

-Mike

If anyone is interested, Jenn DiMaria over at  RevEngine will be holding a webinar on these configuration changes on Thursday, November 17th, from 1 - 1:45pm Eastern time. I'll be there along with a couple other key contributors to this project from Marketo to answer as many questions as we can. If you'd like to join in, please check out their webinar registration page right here.

Cheers!

Mike

Hi @Cahit Akin​,

Sorry for not seeing this question sooner to reply back. The Adding Custom Marketo Fields to Salesforce document has been updated with info about Professional edition. Essentially it's the same thing, except that you'll need to be sure the fields are included in your Lead & Contact page layouts in order for Marketo to sync data to them. Professional edition governs field level security based on whether they're included in the page layouts.

Thanks,

Mike

The API of those fields cannot be updated in SF.  As fields were created once we had configured Marketo-SF sync.

1) what is the expected API prefix of those fields?

2) if I should add it manually to SF - what will be with the existing fields? we cant remove it.

3) Should I stop sync to market during the change?

Hi @Nir Kolliner​

Here are some answers to your questions:

Q: The API of those fields cannot be updated in SF.  As fields were created once we had configured Marketo-SF sync.

A: You'll need to create these fields as brand new custom fields in Salesforce. You can't change the API name, they must be brand new fields.

Q: what is the expected API prefix of those fields?

A: Use the API name exactly as it appears in the document. Every character must be exactly the same as what is listed in the doc.

Q: if I should add it manually to SF - what will be with the existing fields? we cant remove it.

A: Once the new fields have been recreated, the old fields can be removed by uninstalling the MLM package. Be sure to remove any other dependencies on those fields (reports, workflows, etc.) prior to trying to remove the MLM Package

Q: Should I stop sync to market during the change?

A: Not really necessary, but it doesn't hurt. Just be sure you start it again!

Hope that helps!

Mike

Hey Mike, so you mentioned to remove the fields we would have to uninstall the package.  Now for MSI, we're still going to be using the functionality (stars and flames) so we can't uninstall the package.  My suggestion was to change the friendly labels and then possibly even hide the fields and just have the new "lead score" field be present.  Does this seem like a good solution?