Brian_Law_MKTO

Marketo enables marketing users to leverage their SFDC Opportunity data to better target, segment and communicate with prospects and customers. Marketo has only read access to the SFDC opportunity object. It is best practice to only sync the SFDC opportunity fields you need and you can sync standard...

In-depth information about how each of the SFDC Opportunity standard fields are used in Marketo.FieldTechnically Required for IntegrationHow Field is Used in MarketoOppty Info Appears in Marketo Record View TabAvailable in Marketo Added to or Updated Oppty Smart Campaign TriggerAvailable in Marketo ...

Checklist for making sure you will see Opportunity information in Marketo.SFDC Opportunity Object must be synced to Marketo.Opportunities must use the standard amount field.Opportunities must have assigned contacts with contact roles or be the primary on the opportunity. The role or being the primar...

When you use the Convert Lead Flow step it will convert your lead to a Contact and create a new Account and Opportunity. Marketo unfortunately cannot convert the Lead into an existing Account, because it can't determine automatically which Account to convert the Lead into. Thus, I don't recommend u...

In most cases I don’t recommend tracking the statuses sent, delivered, opened, clicked or unsubscribed (if using default unsubscribe). All this information is available in an email performance report. You can also pull this information using a smart list. If you are a B2C company using the Email Sen...