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Set Acquisition for SFDC Records - Initial Sync

Marketo Employee
Marketo Employee

After you setup the Saleforce/Marketo integration the next step is to set the acquisition program for all the records synced from SFDC. In this example, I am going to use one acquisition program for all the SFDC records.

Step 1. Create an acquisition program for your salesforce records. I am using the operational channel to exclude the program from my RCE reporting.

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Step 2. Create a smart campaign to set acquisition.

Smart list

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Flow

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As you can see I am setting the acquisition date to the date the record was created in SFDC. If I skipped this step the acquisition date will be the date the acquisition program was set.

Schedule

Run the batch once. In a future blog article I will show how to change the campaign to a recurring batch campaign.

Additional articles on acquisition program

  • Acquisition Best Practices
  • Marketo Behavior When Changing an Acquisition Program
  • Set Acquisition for Partner and Employee Records
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3 Comments
Level 2

This is great, Brian!  Thank you!

Level 2 - Champion

Thank you, Brian Law this is an efficient way to ensure all records originating in SFDC get stamped with acquisition program/date info.  I have seen this a lot where only inbound associated records will have acquisition info.

Marketo Employee

Hi Alex, thanks for your comment.