As you may have heard, a new version of the Salesforce CRM connector—specifically, the background synch process—will be rolled out in a phased approach across the Marketo Engage customer base starting in May 2025. We understand that CRM integration is a key component of your overall marketing strategy, and getting leads to your Sales teams in a timely manner is critical.
Benefit
This new version will offer higher synch rates bidirectionally between Salesforce and Marketo Engage for higher volume needs. Higher sync rates will reduce the amount of backlog buildup caused by large amounts of data updates being sent through the integration. Some notable features that help manage this are the ability to push smaller batches and control the frequency of retry logic. The default retry logic frequency is set at every 5 minutes and can be reduced or increased as desired.
Overview/Technology
Creating smaller batch sizes and being able to adjust the speed of retries provides higher efficiencies in the overall process by reducing the probability of synch failures due to CRM limitations such as row locks and CPU time exceeded scenarios.
With newer cloud-based and integration technology advancements available, we’ve optimized the overall architecture to deliver an improved end-to-end solution with higher processing speeds and improved reliability.
How to get the new version and Notifications
All customers who have the existing version of the Salesforce CRM Connector enabled will receive 3 In-App notifications starting 2 weeks prior to receiving the new version. Notifications will be sent to all Admins under the production subscriptions. Details will be provided in the notifications on how to contact if needed. It will be performed by our Engineering team, and there is nothing that needs to be done by Admins before the upgrade. Once switched to the new version, this will be a permanent transition. There is no option to switch back to the previous version or switch back and forth.
What is not available in the new version
This new version does not provide the ability to link multiple CRM systems to one Marketo Engage instance. Customers with this use case will still need to manage this via a third-party solution.
There have been multiple requests for improved duplicate management capabilities with the integration, but this feature is also not part of the new version.
Improvements to managing synch failures/errors are also not part of the new version at this time, but are on our future roadmap. However, new Salesforce CRM Sync dashboards show synch throughput that can be used to quickly identify trends and backlog.
Upgrade Your Sandbox Now!
Get your sandboxes updated earlier and take advantage of the new version's performance improvements. We are currently enabling customer sandboxes prior to production rollouts. If you’d like to have your sandbox upgraded earlier with the assistance of our Engineering team, please message me directly with your instance details, and we can take care of that for you right away.
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