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Simon_Lessard
Simon_Lessard
New Participant
October 14, 2016
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Change data value in SFDC custom object field

  • October 14, 2016
  • 1 reply
  • 3471 views

Hi,

It's my first time messing around with SFDC Custom Objects and here's where I'm at. C.O. is created in SFDC and I use it at will in smart lists, defining triggers and constraints. Where I something is missing when I want to write into the custom object's fields. First thought was to change data value in Flow but I quickly realized that it doesn't seem to work that way.

Am I facing the situation where I would need to create 2 Marketo Custom Objects to sync with SFDC Lead + Contact but since I cannot give the same name to 2 custom objects in Marketo, I running into a wall or I'm getting that all wrong?

Thanks for your insights,

Simon

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Best answer by Justin_Norris1

Bonjour Simon,

SFDC custom objects are read only in Marketo unfortunately. You need to populate the data in SFDC and then you can reference those records in smart lists and email scripts etc. as you've already said.

You don't need to create two custom objects for leads and contacts - you could potentially have both a lead and a contact lookup on the same custom object in SFDC, for example. (This point apparently not true, per Greg's comment below.) The main constraint is just that you can't write to these objects within Marketo itself.

The best thing you can do as a work-around is update a field on the lead/contact in Marketo, sync it to SFDC that way, and then use some automation in SFDC to copy that data into a custom object field.

1 reply

Justin_Norris1
Justin_Norris1Accepted solution
New Participant
October 14, 2016

Bonjour Simon,

SFDC custom objects are read only in Marketo unfortunately. You need to populate the data in SFDC and then you can reference those records in smart lists and email scripts etc. as you've already said.

You don't need to create two custom objects for leads and contacts - you could potentially have both a lead and a contact lookup on the same custom object in SFDC, for example. (This point apparently not true, per Greg's comment below.) The main constraint is just that you can't write to these objects within Marketo itself.

The best thing you can do as a work-around is update a field on the lead/contact in Marketo, sync it to SFDC that way, and then use some automation in SFDC to copy that data into a custom object field.

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    October 14, 2016

    HI Justin,

    There is another, annoying, limitation: seen from Marketo, as lead and contact are the same custom object, there will be 2 possible custom objects with the same name. But one will only be allowed to sync one of the 2. I bumped into this soon after the custom objects were made possible in Marketo, and I have not heard the limitation has been removed so far.

    See and vote:

    -Greg

      Justin_Norris1
      Justin_Norris1
      New Participant
      October 14, 2016

      Greg - that is indeed annoying. Now that you mention it I recall hearing of this limitation before and I may have just assumed otherwise in my comment above. I corrected it.

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