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One SFDC instance to MANY Marketo Instances

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Anonymous
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One SFDC instance to MANY Marketo Instances

I know there have been a few discussions around this topic and I've seen different answers from different people (Shout-out to Josh Hill​ and Kenny Elkington​), but I am still a little confused.

I might have a different use case than previously discussed, but I could be wrong. I am not merging instances anywhere. I have ONE SFDC instance that contains the devil (Purposeful dups!!). We're an agency and we sometimes service clients under OUR SFDC instance. Personas could overlap (and they do), hence the purposeful dups. We isolate them using Record Types. Each client, however, will have a separate Marketo instance.

Question is, if we carefully craft SFDC profiles to access ONLY appropriate Record Types, would that be sufficient for us or is there more to it? I am not as operationally savvy in SFDC as I am in Marketo.

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Re: One SFDC instance to MANY Marketo Instances

Hi Hussam,

Same topic covered here: Connecting 2 Marketo instances to 1 SFDC instance

Bottom line is, this can be done for Marketo sync, but not for MSI.

-Greg

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Level 10 - Champion Alumni

Re: One SFDC instance to MANY Marketo Instances

Certainly you can have separate User Profiles that can only see one type of record. I think the challenge here is that you would need some way to manage multiple SFDCs with one Marketo or vice versa. This sort of setup isn't out of the box and is discouraged. You would need API to help do this since Marketo is 1-1 per SFDC org.

Could you be a bit more specific about why you want to do it this way? I think that having your customer's data inside your firm's own SFDC is a very risky thing to do, for dozens of reasons.

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Anonymous
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Re: One SFDC instance to MANY Marketo Instances

I am forced to do it this way for a bunch of reasons too, like dialer setup/cost and SFDC cost. I truly hate the way it is currently built too. It requires so much work and maintenance. I inherited this setup and the problem is that everyone (employees and clients) got used to it.

Do you mind explaining a little bit what you mean when you said I "need API to help do this"?

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Level 10 - Champion Alumni

Re: One SFDC instance to MANY Marketo Instances

I'm not sure how you've set it up now, but you would have to connect the non main Marketo instances to SFDC via an API or other database.

There are some other threads on these issues if you do a search. I think one a month ago discussed this issue more. Sorry, I haven't really done this one myself so I can't help more.

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Re: One SFDC instance to MANY Marketo Instances

As others have noted, it is certainly possible (but no advised) to connect 1 Marketo instance to multiple SFDC instances but it does become tricky if you are not sending information to an ESB or API endpoint via Webhooks etc so you know where to route decisions etc.  

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Re: One SFDC instance to MANY Marketo Instances

Hi Hussam,

Same topic covered here: Connecting 2 Marketo instances to 1 SFDC instance

Bottom line is, this can be done for Marketo sync, but not for MSI.

-Greg

View solution in original post

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Anonymous
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Re: One SFDC instance to MANY Marketo Instances

That helps a lot! Was the MSI conclusion final? Should I not bother dabbling with it? 

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Re: One SFDC instance to MANY Marketo Instances

Hi Hussam,

MSI connects dynamically to Marketo when you are looking to a record in SFDC. and there is no possibility to connect MSI in SFDC to connect to various Marketo instances based on which record you are looking at in SFDC.

-Greg

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Anonymous
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Re: One SFDC instance to MANY Marketo Instances

Makes complete sense. Thanks again for your help.

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Re: One SFDC instance to MANY Marketo Instances

The key will be how you set up the rights in SFDC. You will have to adopt a private model by default for all key objects (leads, accounts, contacts, campaign, opportunities) and you will also probably need to set up the roles of the various Marketo users in SFDC so that they access clearly each one a separate silo of the SFDC database.

-Greg