How to integrate marketo with salesforce


How does Marketo integrate with Salesforce?

  • Database Alignment. The first decision you have to make is how your Marketo and Salesforce databases are going to align.
  • Salesforce Hierarchy. Next, consider the impact of your Salesforce setup in terms of profiles and hierarchy – thinking…
  • Lead Assignment & Ownership. Now, think about the way you are using lead assignment…

Setting up Salesforce and Marketo Sync
  1. Step 1: Adding Marketo Fields to Salesforce. …
  2. Step 2: Mapping Custom Fields for Conversions. …
  3. Step 3: Creating a Profile. …
  4. Step 4: Set Profile Permissions. …
  5. Step 5: Set Field Permissions. …
  6. Step 6: Create Marketo-Salesforce Sync Account. …
  7. Step 7: Retrieve Sync User Security Token.
Sep 25, 2020


How to setup Salesforce integration?

Set up a Salesforce integration

  • Before you begin. …
  • About the Salesforce integration. …
  • Prerequisite: Sync lead profiles between your MAP and Salesforce. …
  • Step 1: Connect your account to Salesforce. …
  • Step 2: Configure Salesforce integration settings. …
  • Next steps: Set up reports. …

How do I integrate with Salesforce?

  • xxxyyyzzzz (no punctuation) – this is the preferred entry since it’s displayed in Salesforce formatted
  • xxx-yyy-zzzz
  • (xxx)yyy-zzzz

What are the best Marketo CRM integrations?

Marketo has out-of-the-box, bi-directional sync support for the following CRMs:; Microsoft Dynamics CRM 2011 Online, On-Premises and CRM 2013 . Boomi Connector . Through our partnership with Boomi, you can sync other CRMs to your Marketo system through one of their connectors.

Can I sync Marketo to a new Salesforce instance?

You already have a Marketo connected to an instance of Salesforce and want to switch to a different instance of SFDC. This is not possible. Once you have connected your Marketo instance to an instance of SFDC, that connection cannot be changed.


What is Marketo used for Salesforce?

Integrating Marketo with Salesforce is essentially a way to supercharge the sales process and focus the work of the sales team, making it quicker, simpler and more effective to identify leads and channel them through the sales funnel.

How do you integrate Marketo?

In the Demand Acceleration Platform, go to your Campaign/Source and navigate to the Integrations tab. Click the Add Integration button. If you can see a Marketo tile here, the integration has already been added to the Campaign/Source.

How do I map Marketo fields to Salesforce?

Add Marketo Fields to SalesforceIn the Build menu on the left, click Customize and select Leads. … Click New in the Custom Fields & Relationships section at the bottom of the page.Enter the Field Label, Length, and Field Name for the field, as shown in the table below.Click Next.More items…

Where is Marketo in Salesforce?

Perform these steps to display Marketo Lead fields in your Salesforce Lead Detail pages:Navigate to Setup > App Setup > Customize > Leads > Page Layouts.Select the name of your page layout and click Edit.Under the Lead Layout section at the top of the page, find the Lead Score field in the Fields.More items…

What is Marketo connector?

The Marketo connector is a “Cloud App” connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window. You connect to your Marketo account in the Data Center.

How much does Marketo cost?

Steep jumps in pricing – Marketo offers three standard pricing tiers, at $895, $1,795, and $3,175 per month. Each tier unlocks new features, which means that it might cost an additional $900 – $1,400 per month for just a handful of extra features.

How do you map a field in Marketo?

Click in the Marketo Field column. Type to search for the field you want to map to. Once you’ve selected a field, click Save. If you don’t already have a field in Marketo to map the Facebook field to, learn how to create custom fields.

How do Marketo and Salesforce work together?

Marketo syncs with Salesforce all day, every day. Each sync takes some time and then pauses for 5 minutes, then starts again. The very first sync in your subscription may take hours or even days because Marketo is copying the entire database from Salesforce.

How does Marketo sync work Salesforce?

How does Marketo integrate with Salesforce?People created in Marketo have to be explicitly synced to Salesforce.Leads/Contacts created in Salesforce will be automatically synced to Marketo if Marketo can access them.Once synced, records are regularly updated by the sync (bidirectional)More items…•

Which is better Salesforce or Marketo?

When it comes to data management Salesforce Marketing Cloud scores over Marketo. Salesforce Marketing Cloud is ideal for handling large and complex data which allows complex segmentation to run more targeted campaigns.

What is Marketo Sales Insight?

Marketo Sales Insight is a great add-on feature that many customers have. It’s helpful for the Sales team because it helps them understand and act on information from Marketing. MSI adds a widget (VisualForce) on your page that shows “interesting moments,” such as form submissions, clicks on links in email, web activity and so on.

Why is integration important in marketing?

The integration is key in marketing and sales alignment, in transforming marketing into a profit center, and in empowering marketing to do smarter initiatives.

Can Marketo read Salesforce?

Marketo should be set up with close to System Admin rights and at the highest level of your Salesforce role hierarchy to ensure that it can see everything in Salesforce. Marketo can only write to the Lead, Contact and Campaign objects, but it can read from the Account and the Opportunity objects.

Is Marketo a CRM?

On the other hand, Marketo is a terrible CRM. This is why you need both systems. Together, they make an excellent couple. You want Sales and Marketing to align and work together. To do this, their systems need to integrate. Integrating Salesforce and Marketo unlocks their potential.

Is Salesforce a CRM?

Salesforce is a CRM (Customer Relationship Management) platform that allows you to understand who your clients and potential customers are. It can send emails, but it’s not a marketing automation platform like Marketo. On the other hand, Marketo is a terrible CRM. This is why you need both systems.

Can Salesforce data be read?

Some data “objects” from Salesforce can be read and edited (bi-directional) from Marketo, while others can only be read (one-directional). An object is kind of like a tab on a spreadsheet – a bucket that holds data (examples include Accounts, Leads, etc.).

Can you report emails in Salesforce?

Once you’re utilizing program/campaign, you can set up a whole new level of reporting in Salesforce. If you’re syncing all your programs and using things like email programs with customized statuses for things like Sent, Open, Click, Unsubscribe and Bounce, you can start to do some of your email reporting in Salesforce.

Start with the Basics

As with any integration project, start by outlining strategic goals. As an organization, think about the problems you want to solve with the new integration. Think about how Salesforce and Marketo can work together to address your business goals.

How the Salesforce and Marketo Sync Works

The standard out-of-box integration is straightforward, and Marketo has great documentation on this with well-defined steps. However, before the integration is turned on, make sure your team understands how the sync works and what kind of data will be synced between platforms (data will be discussed in the next section).

Use a Dedicated Integration User

The integration between Salesforce and Marketo happens via a Salesforce user license. All settings related to the Salesforce user are enabled in Marketo. Before you enable the connection, make sure to verify with your Salesforce team that the Salesforce user has the correct visibility and permission settings.

Identify What Data Needs to be Synced

With each integration, it is important to understand what data needs to be passed between Salesforce and Marketo. You do not need every field and record that your organization keeps in Salesforce. Be strategic and sync only the records that you will be using in your marketing programs.

Leverage Support and Community Resources

Salesforce and Marketo have great online resources that can help your team with onboarding or any technical questions. Each platform has its own strong and engaged communities. These communities should be your first stop if you are looking for an answer and want to learn about best practices, benchmarks, or share your experience.

Wrap Up

Hopefully, this article provided you with actionable insights and answers to some of your questions. As always, if you have any questions about this article or how Salesforce and Marketo can be integrated seamlessly, drop us a line today.

The Sync Cycle

During the sync cycle Marketo connects to Salesforce via the API. Any updated records will be synced over. New leads in Marketo will be synced over to Salesforce based on the logic (Smart Campaigns) you have setup.

What is the Sync Speed?

The sync speed is approximately 10-20k records per hour. Any changes made to records during the sync will have to wait until the next sync happens.

How Sync Works

Marketo syncs with Salesforce all day, every day. Each sync takes some time and then pauses for 5 minutes, then starts again.

What is Synced between Marketo and Salesforce?

The credentials you enter in Marketo for Salesforce are used to sync data over. Only data those credentials have access to will be included.

Make It Your Own

Adobe and its vendors use cookies and similar technologies to improve your experience and measure your interactions with our websites, products, and services. We also use them to provide you more relevant information in searches, and in ads on this and other sites.


Leave a Comment