Re: Marketo Role in Salesforce

Anonymous
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Marketo Role in Salesforce

We know we need a specific Marketo User and Profile in SFDC. Do we need a Marketo specific Role?

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2 REPLIES 2
Anonymous
Not applicable

Re: Marketo Role in Salesforce

No, just the User and Profile. You may want to review the Role the user Should have though.
Anonymous
Not applicable

Re: Marketo Role in Salesforce

You would create or assign a customer Role only if there is a subset of records that don't want Marketo to have visibility/access to.