Look Up field sync - SFDC Marketo Integration | Community
Skip to main content
A
Anonymous
June 12, 2017
Question

Look Up field sync - SFDC Marketo Integration

  • June 12, 2017
  • 1 reply
  • 5622 views

Hi Everyone,

We are trying to sync our SFDC instance with Marketo. We have been successful in most of the objects and fields but there are few fields that we are not able to sync.

For example : We are not able to sync fields that have field type as "Look up Value". We wanted to know if that is possible in any way or we need to find another way around it.

Thanks

This post is no longer active and is closed to new replies.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

1 reply

Grégoire_Miche2
Grégoire_Miche2
New Participant
June 12, 2017

You can integrate these fields, but they will render an SFDC ID in Marketo, instead of the record name field. 3 ways out of this:

  1. You create in SFDC  a formula field that brings back the lookup record name field and sync it. This is the easiest to do, but if the lookup record name changes, it will not flow back to Marketo. So this method is for data that normally do not change (user email address, record type name, ...)
  2. You create some triggers in SFDC that populates a custom field. This is quite more complex, but you can get rid of the limitation from method #1
  3. You use some webhook technology that will search for you the lookup tables and populate a second field in Marketo. Some of these can even plug into SFDC to retrieve the lookup table and then keep uptodate your Marketo DB

-Greg

A
Anonymous
June 13, 2017

Thanks a lot Greg for your help !

We will try implementing one of these option and see which one works best for us.

Thanks once again

Harish_Gupta6
Harish_Gupta6
New Participant
June 14, 2017

Hi Greg/Karthikeyan,

We were facing the same issue so we used the 2nd approch that Greg suggested:

  1. You create some triggers in SFDC that populates a custom field. This is quite more complex, but you can get rid of the limitation from method #1

Greg, I have one more formula field which is calculating the sum for field A and Field B. Now as per Marketo, the formula field won't trigger the result back to Marketo beacuse the field itself not updated.

Now, I am planning the solution "Point 2 mentioned above in your comment." for this also. Please suggest your thought?

Thanks

Harish Gupta
    Terms & ConditionsAccessibility statement

    Loading footer...