The Leadspace Marketo integration offers the ability to create Custom Data Objects or CDOs in Marketo. This feature is available to all customers who are using the Leadspace Marketo integration, and is especially helpful for customers who:
- Have a high volume of custom fields in the standard object
- Have seen performance issues due to the large amt. of fields
- Have other integrations that use custom objects, such as Leadspace for Salesforce
Overview
Your individual Marketo license will dictate how many custom objects can be created in your account. Most accounts allow up to 10 custom objects, but your license may allow more. Please contact your Adobe Marketo Rep. for more information on this if needed.
Here are the Leadspace limitations for CDOs in Marketo:
- 50 Custom Fields (per object)
- 3 Fields used by Marketo
- 47 Fields for Leadspace Custom Fields (enrichment output)
If the total number of fields you would like to have Leadspace return (LS Custom Fields) is less than 47, only one object needs to be created. However, if the number of fields is greater than 47, here's a recommended breakdown of how to create the objects:
- Object 1: Company Fields
- Object 2: Person & Persona Fields
- Object 3: Company Hierarchy Fields
- Object 4: Predictive, Intent, and Tech Signal Fields
You can refer to the Leadspace Available Fields Guide for more information on fields we offer.
Setup
Your Marketo Admin will need to create the custom objects by following the steps below:
- Go to Admin > Database Management > Marketo Custom Objects
- Select New Custom Object
- Choose a name for your CDO and decide whether you want the CDO fields to show in the Person Detail (slide toggle)
- Select Save
- Go to the Fields tab and Create New Field called 'Lead ID'
- Set the field values as follows and click Save
- Create another new field called Email with the following details, then select Save. This field will be a field use for Dedupe purposes on the object.
Create the LS Custom Fields
Using the same process as in the Setup, you will now need to create the Leadspace Fields that you would like to return upon enriching person records through Marketo. The Leadspace Available Fields Guide can assist with the decision making and naming conventions for this exercise.
Here's a sample of what your custom object(s) will look like once all the fields are created:
A couple of notes when creating Leadspace Custom Fields:
- All field types should be string except the following fields:
- LS Company Revenue - Exact should be currency
- LS Company Size - Exact should be integer
- If you are creating the company hierarchy fields for Revenue Exact and Size Exact, the same field types apply
- SITE
- DU
- GU
Send the Data to Leadspace
Once you have completed the creation of all CDOs and the LS Custom Fields within them, please send the following to Leadspace Support or your CSM so we can complete the field mapping:
- CDO API Name: Can be found by going to the Marketo Custom Objects tab under API Name
- Admin > Field Managment > Export All Objects
- This will download a full .xls export of all fields under all custom objects. Leadspace will use this to complete your mapping to the proper Custom Object(s).
If you have any questions or issues, please contact your CSM or submit a Support Ticket so we can assist further.