63 Replies Latest reply on Nov 9, 2018 11:43 AM by Grégoire Michel

    Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

    Grégoire Michel

      It's been a very long time since the last improvement to the Salesforce connector. Browsing the community product and Idea sections enables to see how much some improvement is needed. So I wrote this recap on all the ideas that would really make a difference and enable the Marketo / SFDC connector to widen the gap again with the competition, which has been catching up over the past 2 years.

       

      The first item would be an increase in performance, as we just got for MS Dynamics in the Spring'16 release (Release Notes: Spring '16 - Marketo Docs - Product Docs). And this is especially true for the campaign member table that can be really huge!

       

      This long list is also there for the reader to vote for them!

       

      1-Setup, mapping and general features

      The first areas on which some improvement is the data schema management and mapping:

       

      2-Custom objects

      We also need some strengthening of the way custom objects are mapped and handled:

       

      3-User object

      The way the user object is handled needs a serious enhancement:

       

      4-SFDC Campaigns and Marketo programs

      On the chapter of how Marketo programs interact and sync with SFDC campaigns, a lot has to be done:

       

      5-SFDC campaign synchronization, filtering and triggering

      A few enhancements would be welcome in the way we can leverage SFDC campaigns in filters and triggers:

       

      6-Task creation

      Task / activity creation needs a serious improvement:

       

      7-Lead/contact assignment

      Lead assignment mechanism is by far too limited to enable to manage all the complexities of the most flexible or largest organizations. In these advanced SFDC users, at minimum, some lead assignment rules have been set up but very often some complex logic has been created, for instance to attach leads to accounts before they are converted. So:

       

      8-Opportunities

       

      9-Sync management & troubleshooting

      Last but not least, we really need some improvement in how we can manage the sync and troubleshoot any issue:

       

      I'll probably also compile a list of improvement that we would need to see coming on Marketo Sales Insight...

       

      -Greg