Checklist or Best Practices in Marketo sync in Salesforce

[Anonymous]

Hi Guys,

Our team is starting to Sync Marketo to SalesForce. Can you give me a Checklist or Best Practices that we can use to run this thing smoothly. Thank you!

[Anonymous]

The guide "Setting up Salesforce.com Integration" is the best reference to start the integration:

https://community.marketo.com/MarketoArticle?id=kA050000000KyrUCAS

[Josh_Hill13]

This may help a bit on the Marketo side
http://www.slideshare.net/jdavidhill/06-managing-your-marketo-102

Breno's link is the best one.

The other thing I'd point out is to make sure your lead lifecycle is ready on the SFDC side. If you make changes before integration, things will go more smoothly in the future. But you can still make adjustments later.

[Anonymous]

There's also a video that runs through the setup in the univerity tab under courses.