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Anonymous
June 6, 2018
Question

Mapping related Field

  • June 6, 2018
  • 2 replies
  • 2232 views

Hi all,

I have a quick question.

is it possible to map sfdc related field to marketo so I can export them on marketo. Like entitlements or service contract?

thanks

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2 replies

Jay_Jiang
Jay_Jiang
New Participant
June 7, 2018

If you're referring to Salesforce related lists, i.e. custom objects in Salesforce, then I don't believe you can

Grégoire_Miche2
Grégoire_Miche2
New Participant
June 7, 2018

Yes, you can. You will have to map them as custom objects.

-Greg

Victor_Herrero
Victor_Herrero
New Participant
January 21, 2021

Hi @grégoire_miche2 ,

 

Can you elaborate on this? I think it may be related to something we are trying to solve. 

I am currently struggling with the following problem:

Our business operates with two types of customers (Hosts and Guests) and our business model is about matching them for a cultural exchange.

We want to send a communication to Hosts in a specific opportunity stage (we call it Finalled), but we want to segment this communication depending on an attribute from their Guest: their type (which can be say "A" or "B")

In Salesforce this could easily be solved with a query, but in Marketo I haven't found a way to Create a smart list like this: 

Finalled Hosts whose Guest is of type A. 

This would mean querying a related object in Salesforce and I haven't figured out how to do this in Marketo. 

 

I was exploring the possibility to use SOQL in Velocity (but haven't found an answer yet). If this were possible, maybe I could just create one email with a script token that outputs different text depending on the guest type. 

 

Amanda_Thomas6
Amanda_Thomas6
New Participant
June 6, 2018

Hi Jas Jones​ If the field is created in SFDC & visible to the Marketo User it will automatically be in Marketo to pull off of.

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