HI Marketo Community,
We are in process of doing a Saleforce.com/Marketo integration and I am not really finding much on initial set up on the SFDC side.
We use record types for accounts, but have not set any up for Leads at this point. My thought process is when a lead gets converted that it gets mapped to the correct account record type. Wonder if I should be mirroring lead record types to account record types.
I am wondering if this is something that should be done prior to integration or after?
How have others handled using record types in this situation?
Thanks in advance for any input.
David