Step 1 of 3: Add Marketo Fields to Veeva CRM step-1-of-3-add-marketo-fields-to-veeva-crm
Marketo Engage uses a set of fields to capture certain kinds of marketing related information. If you would like this data in Veeva CRM, please follow the instructions below.
1. Create a custom field in Veeva CRM on the contact objects: Score
2. You can create additional fields, if desired (see the table below).
All of these custom fields are optional and are not required to sync Marketo Engage and Veeva CRM.
Add Marketo Fields to Veeva CRM add-marketo-fields-to-veeva-crm
Add a custom field on the lead and contact objects in Veeva CRM listed above. If you want to add more, see the table of available fields at the end of this section.
Perform the following steps for the Score field to add it.
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Log in to the Veeva CRM and click Setup.
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Click Objects and Fields and select Object Manager.
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In the search bar, search for “Contact.”
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Click the Contact object.
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Select Fields and Relationships.
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Click New.
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Choose the appropriate field type (for Score - number).
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Click Next.
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Enter the Field Label, Length, and Field Name for the field, as shown in the table below.
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Click Next.
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Specify the access settings and click Next.
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Set all roles to Visible and Read-Only.
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Clear the Read-Only checkbox for the profile of your sync user:
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If you have a user with the profile of a System Administrator as the sync user, clear the Read-Only checkbox for the System Administrator profile (as shown below).
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If you created a custom profile for the sync user, clear the Read-Only checkbox for that custom profile.
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Choose the page layouts that should display the field.
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Click Save & New to go back and create each of the other two custom fields.
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Click Save when you’re done with all three.
OPTIONAL: Use the above procedure for any additional custom fields from the table below.