Salesforce with two Marketo instances?

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Anonymous
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Salesforce with two Marketo instances?

Hi guys,

I have tried to find the answer everywhere but with no luck. Is it possible to connect 2 Marketo instances to 1 Salesforce?

If so, is it possible to do it natively or do we need to use 3rd party tools/API?

Thank you!

10 REPLIES 10
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Re: Salesforce with two Marketo instances?

Hi Elena,

With the standard connector, this is totally impossible.

With an ETL, of course, this can be achieved. Look into Informatica, workato, ...

And with some custom API dev, this is possible too, but I would not recommend it.

-Greg

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Level 10 - Champion Alumni

Re: Salesforce with two Marketo instances?

That being said, there are several dozen threads on this. Please search.

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Re: Salesforce with two Marketo instances?

In our org we're about to launch a second Marketo org connected to a single Salesforce org natively, so despite what you have seen above, we have been advised this is possible and are on track to do it. However, there are drawbacks - like you can only have Marketo MSI associated with a single Salesforce org.

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Re: Salesforce with two Marketo instances?

Hi Matthew,

I fact you are right, I read and answered to quickly. What's impossible is 2 SFDC with 1 Marketo.

The impossibility to have MSI on the 2 instances is not the only issue, though. You need to pay a lot of attention to how the data flows, in order to avoid having leads or contacts sync'ing with your 2 instances, otherwise, you will create a real data mess.

At the end of the day, it will only be workable if the data is clearly separated within the SFDC instance.

And as pointed out by Josh, there is quite a few threads on this already.

-Greg

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Re: Salesforce with two Marketo instances?

Very good insight here. It's easy to create a data mess, and very difficult to resolve!

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Anonymous
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Re: Salesforce with two Marketo instances?

Hi Matthew,

How did you solve the issue of multiple Marketo instances connecting data to a Salesforce org (e.g. lead, contact sync)? Is it possible to make one of them read-only?

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Re: Salesforce with two Marketo instances?

Hi Elena,

With SFDC and Marketo, you can have a sync filter that manages which record goes from SFDC to Marketo.

I would recommend that you set some sync filters that are exclusive (a record can sync with either of the 2 Mkto instances, but not both). You will also need to have 2 distinct sync users.

Note: once your sync filter fields are set up, you will need support to activate them.

-Greg

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Re: Salesforce with two Marketo instances?

The following has been reposted as a new topic here

Can leverage record visibility rules when syncing with SFDC rather than hard-coding a "Marketing Syn...

  • Question for you Greg​​.
  • Background: Technically a Marketo Sync user in salesforce is just a user... as a user, there are differing profiles, roles and permissions based on any number of things, i.e: regions, demographics etc.
  • Question: Wouldn't it be possible to set up SFDC in a way that enables only specific records be visible and editable by a given user. ie: based on a field or value... ie: Marketing Sync Field: Sync Disabled, Sync Enabled Instance A, Sync Enabled Instance B -- or is there an issue ie: duplicates or just the fact its not possible.
  • Also I just got a support ticket response that said when selective syncing (not 1:1), leads previously synced with sfdc that are later updated by mkto are not automatically synced back with to/with sfdc in its recurring sync cycles... is that really true?
  • -David
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Re: Salesforce with two Marketo instances?

Hi David Gallagher,

Please open a new thread as, although this is related, it's a somewhat different question

-Greg