Best Practices for Syncing SFDC Opportunities to Marketo – Part 3

[Brian_Law_MKTO]

Checklist for making sure you will see Opportunity information in Marketo.

• SFDC Opportunity Object must be synced to Marketo.
• Opportunities must use the standard amount field.
• Opportunities must have assigned contacts with contact roles or be the primary on the opportunity. The role or being the primary is the necessary linkage between Opportunities and Programs in Marketo.
• The Opportunity must be created on or after the date the record was acquired for the program to receive Acquisition attribution pipeline credit (FT).
• The Opportunity must be created on or after the date the record received success for the program to receive Success attribution pipeline credit (MT).
• Data in RCE is updated nightly – It is almost impossible to match a RCE report from Marketo Analytics or a CRM since the data in RCE is only update once a night.

Link to Checklist for Attribution Reporting.