Marketo Engage syncs field information from Salesforce. Here are the details.
We sync most standard fields in SFDC and any custom field that the sync user has permission to see.
We have a field in Marketo called SFDC Type. It has three possible values: lead, contact, or it’s empty. If it’s empty, it means that this Marketo lead does not exist in SFDC.
We have a field in Marketo called SFDC isDeleted. If the value is true, then the lead was deleted in SFDC.
If you want a field in both systems, create it in SFDC first and it will automatically sync down to Marketo.
If you add a new field in SFDC and the sync user has permission to see it, it will automatically get added to Marketo.
Changing the field label in SFDC does not affect the field label in Marketo.
When you change a field type, Marketo deletes the data in the fields if they don’t match (but first displays a warning). To preserve the data, be sure to export it and re-import it after you change the field type.
If you change the API name of a field in SFDC a new field is created in Marketo.
If a new picklist value is added in SFDC to a field, Marketo will send you a notification.
Lookup fields in SFDC sync the ID but not the referenced name.
Formula fields are synced, however, updates to the references in the formula are not synced until there is an update to a System Mod Stamp.
If you delete a field in SFDC it doesn’t automatically delete the field in Marketo, it just stops syncing.