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Sean_Mcgrath
Sean_Mcgrath
New Participant
January 22, 2019
Question

Salesforce Sync: Custom Opportunity Fields

  • January 22, 2019
  • 1 reply
  • 4480 views

Hi Guys,

I have been trying to get some custom Salesforce fields to appear in Marketo, these are created on the opportunity (not on lead or contact).

I was told support can help get these added to the sync but two attempts on chat support has lead nowhere.  Can someone clarify the process for getting extra fields sync'd, apologies if I missing something obvious!

Thanks,

Sean

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1 reply

Ashley_Langfor2
Ashley_Langfor2
New Participant
January 22, 2019

Hi Sean,

Check your your SFDC admin and make sure that the Marketo profile is able to view the field. They will not be visible in Marketo until that has been enabled.

Sean_Mcgrath
Sean_McgrathAuthor
New Participant
January 22, 2019

I am the Salesforce admin and I can confirm the marketo sync user profile has permissions/visibility on the fields.

Is it default functionality for Marketo to auto sync new Opportunity fields?  I know it is for Lead/Contact fields but what about Opportunity specific fields?

Veronica_Holme4
Veronica_Holme4
New Participant
January 22, 2019

Hi Sean - yes, if Marketo has the right sync user permissions when you add custom fields to the Opportunity you should see them in Field Management and as constraints in your smart list filters. You won't need Support for that. Support mostly get involved when you want to re-map fields that have already synced.

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