How to make a Salesforce field available in Marketo
Description description
Environment
Marketo
Issue
You have a Salesforce lead field that is not currently in Marketo but you want to have in it Marketo for use.
Resolution resolution
- Login to Salesforce as a System Administrator user.
- Identify the Salesforce profile that is being used by the Marketo sync user by clicking on Setup Manage Users
>Users. - Once you have identified the Salesforce profile being used by the Marketo sync user, you will need to make the Salesforce field visible to the Salesforce profile of the Marketo sync user. You do this via “Field-Level Security” setting for the field in Salesforce.
In Salesforce:
- Click on Your name at the top right of the screen
>Setup App Setup>Customize. - Click the Salesforce object the field is under. i.e. Leads
>Contacts>Accounts>Opportunities>Fields. - Click on the Field Label hyperlink.
- Click on the “Set Field-Level security” button
>check the Visible checkbox next to the Salesforce profile that is being used by the Marketo sync user.
Note: Some standard Salesforce fields, even though you have correctly followed the instructions above, simply do not sync to Marketo. One example of this is the “Rating” field on the Account object. See Salesforce Standard Fields Ignored by the Sync for more details.
For technical assistance contact Marketo Engage Customer Support.
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