🗣️ [Mentor Lauren McCormack] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

[Jon_Chen]

Hello Community, 

Welcome to the Adobe Marketo Engage Community Mentorship Program 2024! This is the featured Community Discussion thread for your Adobe Marketo Engage Community Mentor, Lauren McCormack (@laurenmccormack) who will be here to guide and support you and your peers with your Adobe Marketo Engage questions as you prepare for your Adobe Marketo Engage Business Practitioner Expert (AD0-E559) exam, through to the end of the program.  

A little bit about your Adobe Marketo Engage Community Mentor, Lauren:

Lauren is a 3-time Adobe Marketo Engage Champion and a 6x Marketo Certified Expert. She was part of the first graduating class of 200 MCEs in 2013 at Marketo Summit in San Francisco. She lives in Tucson, Arizona with her partner and two children, and she is the Vice President of Consulting at Revenue Pulse.  

 

Aspirants mapped to @laurenmccormack 

1. @zackwooster1 
2. @Julie_Stutes 
3. @berrygirl044 
4. @tcthanawan 
5. @KarinaVidal 
6. @gergana 

How to Participate  

1. Aspirants’ goal is to clear their Adobe Marketo Engage Certification during the duration of the program: May 17th , 2024 – June 21st, 2024.
2. Aspirants: Post your Questions in this thread to connect with your Mentor Lauren, and your fellow Aspirant peers.  
3. You are all preparing for the same Certification, so feel free to use this space to share what you’re learning and collaborate!  

Suggested Next Steps for Aspirants: 

• Update your Community Profile photo with your latest headshot so that you can stand out to your Mentor and Peer Aspirants. 
• Like this thread to confirm your participation in the program 
• Introduce yourself to Lauren and your Aspirant peers by replying to this Thread! Break the ice by introducing yourself (location, org/ company, etc.) and your experience with/ interest in Adobe Marketo Engage 
• Post your Questions to this thread as you begin learning more about the Adobe Marketo Engage Business Practitioner Expert (AD0-E559) certification
• Test your Marketo Engage knowledge by browsing through the Adobe Marketo Engage Community Questions and taking your best shot at answering some Qs! 
• Remember that every post / like / comment you make in your contextual thread and in the Marketo Engage Community throughout the duration of the program helps increase your chance to be recognized by your Mentor and win exclusive Adobe swag, so bring your best efforts! 

Quick links  

• Mentorship Program Link 
• Adobe Marketo Engage Certifications Overview Link 
  • Adobe Marketo Engage Professional (AD0-E555) 
    • AME Professional Exam Prep Guide (requires login)
  • Adobe Marketo Engage Business Practitioner Expert (AD0-E559) 
    • AME Business Practitioner Expert Exam Prep Guide (requires login) 
  • Adobe Marketo Engage Architect Master (AD0-E560) 
    • AME Architect Master Exam Prep Guide (requires login)

We're wishing you all the best as you embark on this learning journey!  

Cheers,  

Jon 

[gergana · Accepted solution]

Hi everyone,

My name is Gergana, and I'm excited to be part of this mentorship program! I live in Milan, Italy, and I have over 8 years of experience with Marketo, both as a practitioner and admin. Currently, I work for The Adecco Group.

I'm aiming to take both the Business Practitioner Exam and the Architect Master Exam. It might be a bit ambitious, but I'm looking forward to the challenge and the opportunity to learn and grow with all of you.

Looking forward to collaborating and learning from @laurenmccormack and all of my fellow aspirants!

Warm regards,

Gergana

[gergana]

Hi @laurenmccormack,

we cannot track "D) Real-time performance metrics of an email send" in Audit trail. These are to be tracked through an email performance report 🙂
Gergana

[KarinaVidal]

I believe the answer is:

D) Real-time performance metrics of an email send

[RP_MOPs]

Great job, everyone!

[KarinaVidal]

Hey @laurenmccormack, I have a quick question. I've been reading up on the Microsoft Dynamic native integration to MKTO and read that during the set-up, if the MD URL is incorrect, it cannot be updated later and will require a new MKTO subscription—yikes!

I know it's stated in the MKTO documentation, but is there a workaround for minor accidents like this?

Can an SFDC connection be added to remove the MD connection?

This tiny mistake can be detrimental to an instance and very costly. So, if there's no workaround, what support does MKTO provide, if any?

[gergana]

I’d like to share my personal experience and offer some suggestions to avoid problematic situations beyond what you mentioned.

Once you connect a CRM to your instance through a native connection, you cannot unsync and connect to another CRM later. In my company, we learned this the hard way 🙂. We had a Marketo sandbox instance connected to a Salesforce sandbox instance. (Although we weren’t dealing with MD directly, the principle is the same.) There was a period where neither instance was in use, and due to a lack of IT documentation, the SFDC sandbox instance connected to our Marketo sandbox was deleted. Afterwards, it was impossible to reconnect our Marketo sandbox instance to a new Salesforce sandbox instance.

@laurenmccormack, please correct me if I am wrong.

This situation is irreversible: once a Marketo instance is natively connected to a CRM instance, it cannot be subsequently connected to a new CRM instance. Fortunately, in our case, it was just a sandbox, so the impact wasn't catastrophic.

This issue becomes even more significant if the company decides to change its CRM (e.g., migrating from SFDC to MD or vice versa, or introducing a new CRM instance). In such cases, a new Marketo instance needs to be created and connected to the new CRM instance.

Actually, I am currently dealing with this situation as we are migrating CRM instances and, consequently, migrating the Marketo instance as well. It's quite an experience since we are setting up everything from scratch and using this opportunity to change our processes and make improvements.

[laurenmccormack]

You're totally right! If you get a new SFDC instance, you have to stand up a new Marketo instance. They cannot be decoupled. At my agency, we frequently have to spin up new instances for this very reason. This post is very wise, @gergana!

[gergana]

Hi Laura, have you ever handled a case where the sync user was deactivated or deleted?

I'm curious to know what happens in that situation.

[KarinaVidal]

Thanks for sharing your experience. If I'm understanding correctly, regardless of the CRM, once one is connected natively, a new CRM cannot be integrated (e.g., MD > MD, SFDC > MD, etc.). Were you told it could not be connected to a new instance because of the field mapping synced into MKTO? I'm curious to understand the "why." Also, with the Sandbox, once the SFDC sandbox was connected, you were also unable to re-establish to connection, correct?

[gergana]

I think mapping is one of the reasons (new instance: probably new data model, new API names for the fields, new mapping between Marketo and CRM fields, and so on), but I'll leave the explanation to @laurenmccormack as I am not the expert here.

Regarding the sandbox, in our case, the SFDC sandbox instance was deleted, not just "unsynced." So, a new sandbox should have been created and synced to Marketo's sandbox, but as mentioned earlier, this is not possible.

Another scenario could be if, for example, the sync user is deleted or deactivated for some reason on the CRM side. What happens in that case? There is probably a difference between a deactivated and a deleted user. Deactivated -> the sync stops until the user is reactivated, and all the updates that happened in the meantime are lost (is that right?). Deleted -> could a new sync user be created without consequences for future sync with Marketo? 

It's interesting to understand these dynamics better, so Lauren, please help us understand better 🙂

[laurenmccormack]

All right, crew! Let's dive in! Be sure you go to the top of this thread and subscribe to it if you haven't already to get updates as we proceed.

That being said, let's talk about our first module in the Exam Prep Guide: Administration and Maintenance.

Section 1: Administration and Maintenance (12% of your total test score)

The Administration and Maintenance section of the exam will test your ability to:

• Determine the mapping process between Marketo and CRM
• Identify what happened to an asset using the Audit Trail
• Recognize differences between users and roles
• Given a scenario, identify the best fit for using workspace and partitions
• Identify CRM platforms with native Marketo synchronization
• Given a scenario, locate where information is referenced
• Illustrate the benefits of the folder structure and naming conventions

Here's a sample test question for you to get things rolling. Remember, speed to answer and accuracy will count for a chance to win swag or even a free exam voucher!

A marketer is evaluating CRM systems to connect with their Marketo instance. To what CRM systems does Marketo currently offer a native bi-directional sync that does not require the implementation of a third-party tool?

A. Marketing Cloud and ZoHo
B. Only Salesforce
C. Salesforce and Zeta Cloud
D. Salesforce and MS Dynamics

[gergana · Accepted solution]

Hi @laurenmccormack,

I am pretty sure the answer is D. Salesforce and MS Dynamics 🙂
Gergana

[laurenmccormack]

Yes! A nice easy one to use for us to practice. 😁 The first official question will be posted here on Friday. 

[KarinaVidal]

Hi @laurenmccormack and amazing cohort members! My name is Karina Vidal; I work at Bonterra, focusing on marketing operations and automation. I have my fair share of using many automation platforms across many industries, which have helped me discover many cool and creative ways of solving problems and understanding different business needs. 

I'm super excited to be part of this mentorship program, especially as an aspirant under Lauren's guidance. This is going to rock, and we are going to launch our skills with a certificate to back them up!  😁🚀🎉🦄

Happy learning @Julie_Stutes , @berrygirl044 , @tcthanawan ,  @gergana , and Zach.

[laurenmccormack]

So delighted to have you in this group!

[berrygirl044]

Hi team! 

I'm Courtney Blethen. I live in Wesley Chapel, Florida and I work as a Marketing Operations Specialist at VelocityEHS. I use Marketo every single day and I am looking forward to sharpening my skills and getting certified. 

Thank you @laurenmccormack for being our mentor!  😃

Best,

Courtney 

[laurenmccormack]

Glad to have you here!

[gergana · Accepted solution]

Hi everyone,

My name is Gergana, and I'm excited to be part of this mentorship program! I live in Milan, Italy, and I have over 8 years of experience with Marketo, both as a practitioner and admin. Currently, I work for The Adecco Group.

I'm aiming to take both the Business Practitioner Exam and the Architect Master Exam. It might be a bit ambitious, but I'm looking forward to the challenge and the opportunity to learn and grow with all of you.

Looking forward to collaborating and learning from @laurenmccormack and all of my fellow aspirants!

Warm regards,

Gergana

[tcthanawan]

Hi Gergana,

My name is TC, nice to meet you! 
And thank you @laurenmccormack , for having us. 

I am based in Brisbane, Australia and have been using Marketo for the last 3 year and a half. Still a lot to learn, and looking forward to doing so along side you and everyone in the mentor group. 

Have a great week!,
TC

[laurenmccormack]

Welcome to the group!

[laurenmccormack]

Welcome to the program! So glad to have you! 🙂

[gergana]

Hi @Lauren,

I am glad to be in this CT 🙂 Could you provide some guidance on which areas are the most challenging and on which we should focus when preparing for the exam? Based on each of our experiences, each of us has different skills, but there are probably some areas that are more problematic for everyone.