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    Required Profile Permissions in Salesforce for Marketo Sync

    Version 3

      Required Profile Permissions for Marketo Synchronization

      • API Enabled
      • Manage Public Documents
      • Manage Public Templates
      • Edit HTML Templates
      • Edit Events
      • Edit Tasks
      • Convert Leads
      • Transfer Lead*
      • Transfer Record*

      Enable Read/Create/Edit/Delete access on the following required Standard Object Permissions:

      • Opportunities
      • Contacts
      • Leads
      • Accounts
      • Campaigns (if you choose to enable campaign sync)

      From the Profile Detail page, click Edit and complete the steps in this section.In the old profile layout the following should help:

      1. Enable the following Administrative Permissions:
      • API Enabled
      • Manage Public Documents
      • Manage Public Templates
      • Edit HTML Templates
      • Transfer Record *
      1. Enable the following General User Permissions:
      • Edit Events
      • Edit Tasks
      • Convert Leads
      • Transfer Lead*
      1. Enable Read/Create/Edit/Delete access on the following required Standard Object Permissions:
      • Opportunities
      • Contacts
      • Leads
      • Accounts
      • Campaigns (if you choose to enable campaign sync)
      1. Click Save to save your changes and return to the Profile Detail page.
      2. Enable Read access on any custom objects that you'd like to sync with Marketo.

      Marketo only supports syncing of custom objects associated with leads, contacts, and accounts.

      1. For merging leads, this profile needs Edit and delete access on the lead object and on all objects (standard and custom) that your Leads and Contacts use.

       

      *Transfer Lead and Transfer Record are optional but may be required if you wish for Marketo to be able to change the owner of a record

       

      You must add each field you want synced to Marketo to your page layout; all other fields will not be synced.  If you use other editions of Salesforce, Marketo will sync down all fields that the sync account has permission to access (whether or not they're in the page layout).

      If you are using Professional edition of Salesforce.com it is unlikely that you have the ability to edit or create custom profiles, with this in mind you must assign the system administrator profile to your Marketo sync user.

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