Slide Deck for my Salesforce Integration Presentation Today at 1.10pm

[Jep_Castelein2]

Hi All,

Here is the slide deck for my "SFDC Integration Best Practices" presentation , which I will present at the Summit today at 1.10pm in Plaza A/B. 

I will take questions at the end of the session, but if you can't make it, feel free to post your questions here. 

Best,
Jep

[Anonymous]

Will the check box (slide 19) overrule the sync for SFDC Campaign - Marketo Program integrations?

[Jep_Castelein2]

Yes and No. If it's a brand new Lead, the Lead will NOT be created (and will also not be added to the SFDC Campaign). If it's an existing Lead/Contact, it will be added to the SFDC Campaign. 

[Michelle_Tizian]

Hey Jeff,

Thanks for sharing.  Will a video of your presentation be posted in the community too?  I have a question regarding slide #23, it's what I'll be doing soon.  So I have a lead nurture program in Marketo, and once all of the leads become marketing qualified, I'm going to sync to SFDC.  So for us, contacts from SFDC are synced to Marketo.  But once I sync the program/campaign to SFDC, will the leads then have to be converted to contacts?  Because after the sync, I have to enable the campaign to our telemarketer's view in SFDC because they mark their insteractions differently.  So I'm not sending alerts or anything like that to them. 

[Jep_Castelein2]

Michelle, I don't think it will be recorded. I don't completely understand your question, can you elaborate?

[Michelle_Tizian]

SFDC contacts syncs to our Marketo.  So if I sync a program-campaign from Marketo to SFDC, would I then have to convert those leads into contacts?  

[Jep_Castelein2]

I'm not sure which Leads you are referring to. If you only sync Contacts and those Contacts become member of the Program, then those Contacts will be added to the linked SFDC Campaign. 

[Michelle_Tizian]

Hi Jep,

The leads that are coming from marketo via web forms. I add them to a program and nurture them.  I then later sync it to SFDC for our sales people to contact.  I figured it out.  I just have to convert them from leads to contacts after sync. Thank Jep.