1 Reply Latest reply on Dec 23, 2015 6:58 AM by Sean Tierney

    Marketo Instance Assessments

    Sean Tierney

      Anyone have experience doing an assessment or health check of their Marketo instance?

       

      This is the rough direction I'm going at the moment but would love some feedback and advice

       

      • Users & Roles (Security)
        • # Admin Users
        • Standard User Roles
          • Permission details
        • Custom User Roles
          • Permission details
        • Recommendations
          • Limit # Admin users
          • Develop user approval process
          • Simplify Roles
          • User retirement process (e.g. - employee leaves)
            • Loop into HR workflow/alerts
            • Investigate enabling SSO
      • Branding and Deliverability
        • SPF/DKIM status
        • Current Email Friendly From, From address, and Reply-to address
        • Recommendations
          • Implement SPF/DKIM
          • Standardize Email Friendly From, From address, and Reply-to address