Ben_Griffith1

I agree with Nadish that backing up data to a data warehouse is a good idea. For marketing cloud, if you are moving to the b2c variant you can move existing activity data into data extensions. No MAPs that I am aware of would let you migrate activity into the system tables for things like email sends, opens, clicks, website visits, form submissions, and so on. ... View more

This is a Salesforce issue.  Its triggers need to be bulkified and be able to prevent unintended recursion.  If you are using process builder, make sure that: If Process Builder Queries do not appear to be bulkified as expected in your org, contact Support to verify the permission "Enable query optimization in bulk mode" is enabled for your org. Happy to have someone here take a look at your trigger code and provide feedback on it. Cheers, Ben ... View more

Yes, and you can do it without using the SFDC API.  We have done similar things using force.com sites, a Salesforce feature for public web pages / APIs. ... View more

Yes, you should be able to use Marketo features.  How it's done will depend on how your agency is creating the apps and the specific Marketo functionality you want to have.  Some apps are essentially HTML pages wrapped in containers, while others may be fully native iOS and Android apps where you might have to have code to make HTTP requests. Marketo has a mobile SDK to help build certain Marketo functionality into iOS and Android apps: http://developers.marketo.com/mobile/. ... View more

Hi Olga, This is something we could definitely help with.  You can reach out to chris@salytics.com to discuss in detail. Cheers, Ben ... View more

We are in the process of doing this with a client right now. We opted to do a config copy, where Marketo copies your existing instances' assets (programs, smart campaigns, lists, landing pages, emails, etc.), but no record data (leads, activities, list/program membership). Additional things we've run into (w/ a config copy) include: program sfdc links are lost after config copy add to campaign flow steps have their campaign reference lost webhook flow steps lose webhook configuration all launchpoint services are lost picklists on forms are out of sync with sfdc picklists Marketo has scripts to populate program membership and list memberships after the config copy and one to add old munchkin ids to leads.  We've written scripts for other items, like mass updating program sfdc links. The current deployment process looks like this: 1. perform config copy to new marketo instance 2. migrate old salesforce data to new salesforce (lead, contact, account, campaign, opportunity, etc.) 3. turn on salesforce metadata sync 4. turn on marketo smart campaigns for sfdc program acquisition 5. turn on full salesforce sync 6. run marketo scripts (program memberships, list memberships, marketo only leads, munchkin ids) 7. mass update program sfdc campaign ids, smart campaign flow steps, form picklists 8. update other marketo items: users, launchpoint services, webhooks, etc. We are accepting that all activity data will be lost.  A lot is stored outside of Marketo though too in a data lake. We've also had issues using the program import wizard to move programs in from old marketo to new marketo during the migration. There are other issues we've run into too, but these are the main ones I can think of. ... View more

A client of ours updated their Lattice integration to start using webhooks so it's near real time.  Previously, there was a schedule integration lattice ran I think every hour against the Marketo leads. The updated integration is better in my opinion.  It does use a fair amount of Marketo API calls, but that is related to database size and number of events triggering a lattice score update. I'm not sure why your current integration is causing delays though. ... View more

Some alternatives would be: 1. create a primary contact field on the opportunity, make it required and have it create a contact role 2. use rules to automatically populate contact roles: could use contacts belonging to the account with activity in the last X time period for example 3. put a trigger on the opportunity to require contact role to move the opportunity forward past a certain stage ... View more

You need to make sure the user has permissions to the objects that are synced with Marketo and visibility to all the necessary records.  If you have processes in SFDC that use the fact that a lead, task or campaign member was created by the Marketo user or other updates are made by the Marketo user, you would want to make sure you are accounting for those. ... View more

If you are looking to report on attribution in Marketo, you will be using the field acquisition program (out-of-the-box) and program membership (success statuses). If you are looking to report on attribution in Salesforce, you will be using campaign membership and the related out-of-the-box fields like primary campaign on the lead and opportunity. lead source fields are just text fields and you can use them for reporting, but out-of-the-box attribution reporting in Marketo does not use them and out-of-the-box campaign influence in Salesforce does not use them either. Cheers, Ben ... View more

I'm not sure about the pricing, but I think increasing to 100K is relatively reasonable. I have not seen a database dump supplied, but you can process quite a bit with more API calls when you are pulling in batches of hundreds depending on the API calls being used. ... View more

We are having similar issues with a client.  Currently we are looking at increasing the concurrent limit from 10 to 30.  Daily calls have already been increased to 300K. Additionally, we are planning to move calls that pull data directly from Marketo to instead pull from a data warehouse that is already pulling data from Marketo. For custom API calls that are driven from webhooks initially we are planning to queue and process to prevent excessive concurrent connections. ... View more

Webhook and APEX web service.  The webhooks going out would be from a lead though so there will likely be multiple leads in Marketo for the same SFDC account you are updating. ... View more

If it makes sense from a business perspective to use one instance of Marketo, you can hook it up to either SFDC or Dynamics CRM (just one) and I would suggest SFDC.  And then you can use an integration tool to sync data between the synced CRM system and the other one. We just finished a project here where 2 SFDC instances are used, 1 synced to Marketo and both synced to each other using Informatica Cloud and Informatica Cloud Real Time. Cheers, Ben ... View more

Is there an easy way: no But, you could do it: 1. updating the field from Marketo: you could fire a webhook from your campaign and have this fire a custom web service you've setup in SFDC to update the campaign member's additional notes field 2. showing a smart campaign result in sfdc: not the result of the smart campaign per say, but you can see the program member status on the campaign member object.  This could be bubbled up to the lead/contact if needed. The approach Greg suggested would work too, you would just need something in SFDC to identify which campaign member to update if this is being done across more than one marketo program / sfdc campaign. Cheers, Ben ... View more

A much simpler approach would be to just create a web service in APEX and expose it publicly.  If you need to access Marketo through its API, store REST credentials in a custom setting in SFDC. For Nikhil's example, this could be the one point where the custom object is created in the first place and SFDC record is too.  No intermediary systems. ... View more

I don't think you have munchkin scripts on the subsidiary site.. ... View more

If you have a very large number of emails and need to paginate across several pages to mass approve, it might be helpful to automate.  We've done this with a client for mass approving landing page templates. You can reach out to barry@salytics.com if this might be helpful. ... View more

So I would definitely load up SF first and keep the integration off until it is populated with everything (opportunities, accounts, contacts, leads).  I don't think you can update the SF Id yourself in Marketo, but it would be worth checking with Marketo if you could set this manually initially to prevent duplicates from coming in when you turn on the SF sync. Alternatively, you could run a mass merging in Marketo after the SF sync is turned on for the first time. ... View more

this is a bit late and I imagine you already figured it out and know the answer. but yes, the program id token in the webhook should be all you need in combination with the hard coded programType in your api calls. program id is unique in your instance yes. and the other two parts are the type of asset I suppose you could say (smart campaign vs. certain type of program and so on) and as takehiro said the part after the program id controls the tab that is displayed for the particular asset. ... View more

tokens can be setup for a folder or a program.  The calls you referenced can include a parameter, specifying what the id is for (program or folder): ?folderType=Program ... View more

We are involved in a similar project right now, but it's a migration from SFDC to a new instance of SFDC.  Marketo has recommended migrating to a new instance of Marketo for the new SFDC due to all sorts of issues, but if everything you've done so far is via the API hopefully it will be easier.  Migrating to a new Marketo means losing all the current marketing activity and has it's own problems as well (losing known visitors on website, they will have a new munchkinId, how do you handle people mid nurture stream without resetting them, and so on). ... View more

You would not be able to physically move the data into Salesforce without using the API.  Also, there would be a lot of data, which would eat into the relatively low object data limits in Salesforce. ... View more