Custom Object Sync custom-object-sync

Custom Objects created in your Veeva CRM instance can be part of Marketo Engage, too. Here’s how to set it up.

NOTE
Admin permissions required
PREREQUISITES
To use a custom object, it must be associated to a contact or account object in Veeva CRM.

Enable Custom Object enable-custom-object

  1. In Marketo, click Admin, then Veeva Objects Sync.

  2. If this is your first Custom Object, click Sync Schema.

  3. Click Disable Global Sync.

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    NOTE
    The initial sync of the Veeva custom object schema may take a few minutes.
  4. Drag the custom object you wish to sync into the canvas.

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    NOTE
    Custom objects must have unique names. Marketo does not support two different custom objects with the same name.
  5. Click Enable Sync.

  6. Click Enable Sync again.

  7. Go back to the Veeva tab.

  8. Click Enable Sync.

  9. To view all of your Veeva custom objects, click Admin and Veeva Objects Sync.

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    NOTE
    Marketo only supports custom entities that are linked to standard entities one to two levels deep.

Excellent! You can now use data from this custom object in Smart Campaigns and Smart Lists.

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