How do I map a custom SF field to a Marketo token? | Community
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JohnnyVillarini
JohnnyVillarini
New Participant
January 21, 2021
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How do I map a custom SF field to a Marketo token?

  • January 21, 2021
  • 1 reply
  • 5917 views

This is completely new to me but I am searching in Admin - Field Management - Field Management for a new field created in SF that my team is looking to connect with a Marketo token.

When I go to create a new custom field in Marketo, it says that it is already created, but will not show up on the right side when I search for it.

Am I looking in the right place? And if so, why is it not showing?

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Best answer by Katja_Keesom

Hi Johnny,

 

You had me confused a little with connecting an SF field to a Marketo token. The field actually gets setup in Marketo, so the field maps to the field and of course any lead / company field in Marketo can be used as a token.

That being said, there's a few things to know:

  1. If you want a field in Marketo that's synced with SF, you should NEVER create it in Marketo. The trick is to create it in SFDC and then sync it to Marketo. If you create a field manually in Marketo it will never sync with SFDC.
  2. If you are sure the field has been set up to sync (which by the sound of it is the case, as Marketo tells you the field already exists) you need to be aware that there are several tabs it may have ended up in. Make sure to check the SFDC Lead Fields and SFDC Custom Fields for it.
  3. Still no luck? If the field exists inside a custom object, it will not show as a separate field. Check with your SFDC admin whether this is the case and if so, in which custom object it is set up. These objects are treated quite differently in Marketo. You access them in a  smart list as "Has <custom object name>" and then with constraints you can add criteria for your specific field within the object. If this is the set up you have, it is important to know that you cannot use these fields directly as a token.

I hope this helps in your search.

1 reply

Katja_Keesom
Katja_KeesomAccepted solution
Community Manager
January 22, 2021

Hi Johnny,

 

You had me confused a little with connecting an SF field to a Marketo token. The field actually gets setup in Marketo, so the field maps to the field and of course any lead / company field in Marketo can be used as a token.

That being said, there's a few things to know:

  1. If you want a field in Marketo that's synced with SF, you should NEVER create it in Marketo. The trick is to create it in SFDC and then sync it to Marketo. If you create a field manually in Marketo it will never sync with SFDC.
  2. If you are sure the field has been set up to sync (which by the sound of it is the case, as Marketo tells you the field already exists) you need to be aware that there are several tabs it may have ended up in. Make sure to check the SFDC Lead Fields and SFDC Custom Fields for it.
  3. Still no luck? If the field exists inside a custom object, it will not show as a separate field. Check with your SFDC admin whether this is the case and if so, in which custom object it is set up. These objects are treated quite differently in Marketo. You access them in a  smart list as "Has <custom object name>" and then with constraints you can add criteria for your specific field within the object. If this is the set up you have, it is important to know that you cannot use these fields directly as a token.

I hope this helps in your search.

    JohnnyVillarini
    JohnnyVillariniAuthor
    New Participant
    January 22, 2021

    Hi Katja,

    Sorry for the confusion! I was able to speak with our SFDC Admin and the token is now showing. The only problem now is that the URL in the SF field that is supposed to show within the token is not populating when I test it. I have a screenshot of the field created below:

     

    Update: My apologies for some reason it is not allowing me to add in a screenshot, but our SFDC Admin was able to create the new field and now I can see it in the Field Management section. Since the token is not populating the URL into our emails, do I have to create a specific smart list for it to work?

     
    SanfordWhiteman
    SanfordWhiteman
    New Participant
    January 22, 2021
    Since the token is not populating the URL into our emails, do I have to create a specific smart list for it to work?
     

    A {{lead.token}} or {{company.token}} can be used regardless of how the person qualifies to get an email. Smart Lists are totally independent.

     

    It would be good if you'd find the Insert Photos link here on the Nation (maybe you're working from a mobile device and can't see it?) and attach your screenshots, because the situation isn't clear without them.

     

    Also note something else about URLs in tokens: if you have a full URL including the protocol (http:// or https://)  in a {{lead.token}}, then the link will not be tracked (though it will still open in the browser). Proper Marketo practice is to include only the hostname + pathname + querystring + hash, then use this structure in your email:

    <a href="https://{{lead.someTokenWithAPartialURL}}">
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