2 Replies Latest reply on Aug 28, 2015 8:32 AM by Josh Hill

    Question on connecting Salesforce to Marketo

      Despite valiant efforts – opening cases – phone calls, etc.,
      I have been unable to get anyone from Marketo on the phone to answer a few
      questions on integration with Salesforce.
      I am at the point of reconsidering my association with Marketo.  One last effort here…

      I am looking at connecting Marketo to Salesforce.  Based upon the sketchy information on the
      links that they provide, it appears that there is the potential of data
      flooding in and compromising my current Salesforce structure.  Are there ‘best practice’ ways to contain
      this information by segregating information before giving to permission to add
      to my Account date fields?

        • Re: Question on connecting Salesforce to Marketo

          Brian,

          There seem to be two questions:

          1) "it appears that there is the potential of data

          flooding in and compromising my current Salesforce structure." From my experience, you can control what fields sync between Marketo and Salesforce through the page layouts for the Marketo Sync user. Marketo should have read write access to to fields on campaign, leads and contact. but it will only have read access to other objects the administrator allows. You can get a marketo sandbox to test out this in a dev org from Salesforce or a salesforce sandbox. On the fields that are allowed to sync between the two systems, the information syncs as sysmod dates are changed from either side.

           

          2) "Are there ‘best practice’ ways to contain

          this information by segregating information before giving to permission to add

          to my Account date fields?" Can you clarify what you mean here? I think you mean can you not allow marketo to see everything in salesforce? yes, just limit the profile for the marketo sync user and limit field level security and on page layouts.

          • Re: Question on connecting Salesforce to Marketo
            Josh Hill

            There is quite a bit of information on the SFDC sync in addition to  Lindsey's suggestions: