SFDC Sync: Account Sync sfdc-sync-account-sync

Marketo Engage also syncs your account information with Salesforce. Here’s a few specific things you should know!

Which way does the information sync? which-way-does-the-information-sync

Only one way: from SFDC to Marketo.

How do the updates work? how-do-the-updates-work

If you update an Account field for a contact in Marketo, it changes the values of all those contacts belonging to that account in Marketo. It does not sync to SFDC. However, the next time that account is updated in SFDC, the changes will override all account information in Marketo.

Can a contact belong to multiple accounts? can-a-contact-belong-to-multiple-accounts

No. An Account can have many contacts, a contact can have only one account.

Can I create Accounts from Marketo? can-i-create-accounts-from-marketo

Mostly, no. However, if you use the Convert Person flow step on a person, it will create a new Contact, a new Account, and a new Opportunity.

This flow step has a very limited use case. If you aren’t sure, you probably shouldn’t use it.

Does a change in an Account Field in Salesforce result in a Change Data Value Activity Log for each contact? does-a-change-in-an-account-field-in-salesforce-result-in-a-change-data-value-activity-log-for-each-contact

Mostly, yes. However, if an account has more than 5,000 contacts and a field on that account changes in SFDC, we sync down the change but do not log the activity for the 5,000+ contacts.