How to Sync Salesforce lookup fields in Marketo

4 replies
2590 views
Translate

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?

Marketo

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

Vinay_KumarAccepted solution

Community Manager

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.

Darshil_Shah1

Community Manager

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.

Translate

Vinay_Kumar

Community Manager

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

Translate

R

RivianwildAuthor

Level 2

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?

Translate

Vinay_KumarAccepted solution

Community Manager

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.

Translate

Sign up

Login with SSO

Login to the community

Login with SSO