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Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

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Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

Hi there!

We are thinking about turning on our activities sync for a few different activities (ex. form fill). We are aware that this will update the SFDC activity history records for leads and contacts. We are aware there are a few drawbacks to turning on the automated activity sync.

Wanted to see if anyone has discovered a way to:

  1. Monitor how much SFDC data storage is being used by the sync?
  2. See all the data that has been synched over in one place (perhaps via an SFDC report)?

Let me know if you are aware of anything!

Boone

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Re: Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

Question 1/ None. The sync just updates records on both ends, but does not consume data storage, excepted the one used by leads and contacts. Of course, news leads are being pushed, but. There is 2 exceptions though:

  • automated tasks created from Marketo activities (set in admin -> salesforce). These consume a lot of space and can jam your SFDC data quota. recommended to disable all these.
  • Campaign membership that are created when you sync Marketo programs with SFDC campaigns

Question 2/ Use SFDC reports that leverage the "User created" = Marketo sync user field in SFDC. Run these reports on leads, campaigns, campaign members & tasks (which are the records that can be created from Marketo). Contacts, accounts, opportunities can only be created in SFDC.

-Greg

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Re: Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

Question 1/ None. The sync just updates records on both ends, but does not consume data storage, excepted the one used by leads and contacts. Of course, news leads are being pushed, but. There is 2 exceptions though:

  • automated tasks created from Marketo activities (set in admin -> salesforce). These consume a lot of space and can jam your SFDC data quota. recommended to disable all these.
  • Campaign membership that are created when you sync Marketo programs with SFDC campaigns

Question 2/ Use SFDC reports that leverage the "User created" = Marketo sync user field in SFDC. Run these reports on leads, campaigns, campaign members & tasks (which are the records that can be created from Marketo). Contacts, accounts, opportunities can only be created in SFDC.

-Greg

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Re: Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

Thanks Greg! That answers my questions!

Re: Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

Hi Gregoire, I've been doing some research and our company is looking using the Marketo Sync, without Marketo Sales Insights. The reason why we are not using Marketo SI is because to my understanding you have to purchase a SI license for each one of our reps. We have well over 1,000 reps and we don't know who will be getting leads or how often they will get leads from marketing. With a large number of reps and with most not getting leads it would become cost prohibitive for us to purchase Marketo Sales Insights.  Do you have any other recommendation other than using Marketo Sync? Would love to hear any feedback and hear from others who may have the same issue. - Thanks