How to Sync Salesforce lookup fields in Marketo | Community
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Rivianwild
New Participant
March 3, 2023
Solved

How to Sync Salesforce lookup fields in Marketo

  • March 3, 2023
  • 2 replies
  • 2584 views

 I'm new to Marketo and am still learning the ropes. Is there a document or article available that explains how to sync Salesforce lookup fields in Marketo? 

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    Best answer by Vinay_Kumar

    Well, formula field updates on the lookup field don't trigger a sync, and if you want the values to sync then you need to:

    1. create an apex trigger to stamp the values

    or

    2. create a process using process builder.  

    2 replies

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    March 3, 2023

    Updates on the lookup field don't trigger a sync, so you'd want an automation in place in SFDC that'd update a non-lookup custom field with its value that'd trigger the sync.

     

    Vinay_Kumar
    Vinay_Kumar
    Community Manager
    March 3, 2023

    This might help: https://nation.marketo.com/t5/product-discussions/look-up-field-sync-sfdc-marketo-integration/td-p/97241

     

    R
    RivianwildAuthor
    New Participant
    March 24, 2023

    Thanks Vinay for sharing the link, the first option will suffice our need to create a formula field, but in our case the data is going to change so how to handle that scenario?

    Vinay_Kumar
    Vinay_KumarAccepted solution
    Community Manager
    March 27, 2023

    Well, formula field updates on the lookup field don't trigger a sync, and if you want the values to sync then you need to:

    1. create an apex trigger to stamp the values

    or

    2. create a process using process builder.  

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