Salesforce Objects Sync: What are "History" objects / are updated triggers possible? | Community
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Matt_Stone2
Matt_Stone2
Level 9
Jul 5, 2018 8:06 PM UTC
Solved

Salesforce Objects Sync: What are "History" objects / are updated triggers possible?

I'm exploring syncing some of our custom SFDC objects into Marketo and had a few questions:

  1. When viewing my SFDC schema and searching for the custom object, I see the following:

    The SQL and SQL Contact objects are different, though SQL Contact has a master-detail relationship to the SQL object. Based on this, I'm unsure what the "History: " objects are and what, if any, value they provide if synced?
  2. I've noticed that when syncing these objects, you get a few triggers and filters, but there's no "Object is updated" trigger similar to "Opportunity is updated" -- is there such a thing, or is that not available for custom object syncing?

Any insight is appreciated!

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Steven_Vanderb3
Steven_Vanderb3Accepted solution
Level 9
Jul 5, 2018 8:58 PM UTC

The History object is used by SFDC to log changes to the individual records.  It's not supported by the sync, however, so you should not enable the History objects to sync to Marketo.

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7 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
Jul 6, 2018 1:25 PM UTC

Hi Matt,

The history objects have the exact same function as the data value change activity in Marketo. So any change to the lead, contact and account objects can be leveraged through the DVC triggers and filters.

You get the same functionality on opportunities with the Opportunity is updated trigger and Opportunity was updated filter and similar filters on custom objects. You can even get the update triggers on custom objects if your instance is on the Orion architecture. Ask your CSM or support for this.

-Greg

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    Veronica_Holme4
    Veronica_Holme4
    Level 9
    Jul 10, 2018 12:50 AM UTC

    I thought those custom object update triggers that you can "request" were only on Marketo custom objects, not SFDC ones?

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      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      Jul 10, 2018 8:47 PM UTC

      Good question You might be right!

      Worth a chat with support.

      -Greg

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      Veronica_Holme4
      Veronica_Holme4
      Level 9
      Jul 5, 2018 10:23 PM UTC

      +1 to what Steven said, don't sync the History objects.

      In terms of the triggers, I'm afraid that's not currently possible in Marketo. The way people usually do this is to set 24-hour scheduled batch campaigns and check regularly if someone HAS custom object with specific values at that point in time and then run some flow steps. No real-time triggering (yet! I'm still hopeful, one day...)

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        Steven_Vanderb3
        Steven_Vanderb3Accepted solution
        Level 9
        Jul 5, 2018 8:58 PM UTC

        The History object is used by SFDC to log changes to the individual records.  It's not supported by the sync, however, so you should not enable the History objects to sync to Marketo.

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          Matt_Stone2
          Matt_Stone2Author
          Level 9
          Jul 5, 2018 11:40 PM UTC

          Awesome, thanks for the insight, though it seems odd that the History objects are even available to sync.

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          Veronica_Holme4
          Veronica_Holme4
          Level 9
          Jul 6, 2018 12:38 AM UTC

          It does indeed seem weird. Basically Marketo is showing everything it can SEE in that view, not necessarily everything it can sync to. Subtle difference, but an important one.

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