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New Participant
May 16, 2024
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Sync preference center fields to Salesforce

  • May 16, 2024
  • 1 reply
  • 825 views

Hello, 

 

I am new to Marketo. I need help sync-ing our Preference Center fields to Salesforce. We have a preference center which let prospects to select the type of communications they want to opt-out (events, research, studies, or opt-out from all). How best to do the sync? Thank you

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Best answer by SanfordWhiteman

If you already have the fields created in Marketo, you need to:

 

1. Create the fields in SFDC

2. Expose the SFDC fields to the SFDC API user used by Marketo

3. Open a Marketo support ticket asking them to link the fields

 

When you create the fields on the SFDC side first they’ll automatically be added to the sync. When they start out as Marketo-only fields you must involve support.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
May 16, 2024

If you already have the fields created in Marketo, you need to:

 

1. Create the fields in SFDC

2. Expose the SFDC fields to the SFDC API user used by Marketo

3. Open a Marketo support ticket asking them to link the fields

 

When you create the fields on the SFDC side first they’ll automatically be added to the sync. When they start out as Marketo-only fields you must involve support.