Syncing fields between Salesforce (SFDC) and Marketo is a straightforward process that allows you to keep your data consistent across both platforms. The answer to how to sync SFDC fields to Marketo is to use the Marketo Sync Lead to SFDC feature.
Overview of Marketo Sync Lead to SFDC
The Marketo Sync Lead to SFDC feature enables you to map and sync lead data from Marketo to SFDC. This ensures that any updates made to a lead’s information in Marketo are automatically reflected in the corresponding SFDC record. The sync process can be configured to run on a schedule or triggered manually.
Step-by-Step Instructions
- Configure the Marketo-SFDC Integration
Before you can sync fields, you need to set up the integration between Marketo and SFDC. This involves authenticating the connection and specifying the sync behavior. - Map Fields
Once the integration is configured, you can map the fields you want to sync from Marketo to SFDC. This is done by selecting the corresponding fields in both systems and creating a mapping. - Schedule or Trigger the Sync
After mapping the fields, you can schedule the sync to run automatically at regular intervals or trigger it manually as needed.
Additional Considerations
Sync Behavior
During the integration setup, you can specify the sync behavior, which determines how Marketo and SFDC handle conflicts or updates to the same field. The available options include:
- Marketo to SFDC: Marketo data overwrites SFDC data
- SFDC to Marketo: SFDC data overwrites Marketo data
- Bi-directional sync: Updates in either system are synced to the other
Field Mapping Considerations
When mapping fields, keep in mind the following:
- Field types must match (e.g., text field to text field, date field to date field)
- Custom fields in SFDC must be mapped to custom fields in Marketo
- Some fields may not be eligible for syncing due to system restrictions
Sync Limits and Performance
Marketo imposes limits on the number of records that can be synced per batch and the frequency of sync operations. Additionally, large volumes of data or complex field mappings can impact sync performance. It’s essential to monitor and optimize the sync process to ensure efficient data transfer.
By following these steps and considerations, you can effectively sync SFDC fields to Marketo, ensuring that your lead data remains consistent across both platforms and enabling more accurate marketing and sales efforts.
