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Marketo Role in Salesforce
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05-12-2014
06:59 AM
05-12-2014
06:59 AM
Marketo Role in Salesforce
We know we need a specific Marketo User and Profile in SFDC. Do we need a Marketo specific Role?
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05-12-2014
07:25 AM
05-12-2014
07:25 AM
Re: Marketo Role in Salesforce
No, just the User and Profile. You may want to review the Role the user Should have though.
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05-12-2014
09:08 AM
05-12-2014
09:08 AM
Re: Marketo Role in Salesforce
You would create or assign a customer Role only if there is a subset of records that don't want Marketo to have visibility/access to.