Resources for Learning about the Marketo Integration with SFDC

[Brian_Law_MKTO]

Whether you are new to Marketo or have been using it for years here is a list of of the resources for learning more about the Marketo integration with SFDC.

Initial SFDC Sync

• Best practices for determining which fields to sync between SFDC and Marketo
• A profile verification checklist​
• Creating a custom sync rule​​

SFDC Fields

• Special SFDC fields/tokens in Marketo
• Mapping of Marketo created fields to SFDC fields
• SFDC Email Opt Out field. A great article about durable unsubscribes by Raul Fonseca.
• Renaming or deleting a SFDC field
• Syncing a previously hidden SFDC field
• Syncing a lookup field
• SFDC field types mapping to Marketo field types
• Changing the type or length of a SFDC field.
• Changing the field type of a Marketo Field
• Using a SFDC picklist field in a Marketo form
• Merging a Marketo Field with a SFDC field
• When do the Marketo Account/Company fields become read only​
• Making a SFDC field read only​
• Using a SFDC formula field in Marketo
• Using Multi-Select Fields from SFDC in Marketo
• Setting or restricting the values of a Marketo Field
• Blocking field updates​
• Sending a birthday message​
• Sending a post birthday message​
• SFDC Special Fields - Email Bounced Date and Reason
• SFDC User tokens

Marketo Fields

• Marketo System Fields​

Sync Lead to SFDC or Change Owner Flow Step

• Using the Sync Person to SFDC flow step to insert a Marketo only record
• Using the Auto-Assignment rule when inserting/syncing a new record to SFDC
• Using a queue when syncing a new record to SFDC. Part II.
• Setting the SFDC record type
• Using the Change Owner flow step

SFDC Converting / Merging / Deleting Records

• Converting a Lead into a Contact in Salesforce
• The results in Marketo of merging Leads or Contacts in SFDC
• Using Marketo to merge a Marketo record with a SFDC Lead or Contact record
• Using Marketo to merge a SFDC Lead with a SFDC Contact
• Deleting a Synced Record in Marketo or SFDC

Reporting

• Checklist for attribution reporting including - Setting up Marketo and SFDC for attribution reporting.

SFDC Opportunities

• Best Practices for syncing SFDC opportunities to Marketo – Part 1, 2, 3
• Using the Convert Lead Flow Step (aka Creating an Opportunity)

Troubleshooting Sync Issues

• Troubleshooting SFDC Sync with Marketo Issues – A Check List​​
• Troubleshooting SFDC Sync with Marketo Issues – Failed Inserts​​
• Troubleshooting SFDC Sync with Marketo Issues - Common Notifications​
• How to Maximize the Integration between Marketo and SFDC – Hiding (aka Unsyncing) SFDC Fields​