3 Replies Latest reply on Jan 2, 2019 12:34 PM by Nelson Cabrera

    Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

    Boone White

      Hi there!

       

      We are thinking about turning on our activities sync for a few different activities (ex. form fill). We are aware that this will update the SFDC activity history records for leads and contacts. We are aware there are a few drawbacks to turning on the automated activity sync.

       

      Wanted to see if anyone has discovered a way to:

      1. Monitor how much SFDC data storage is being used by the sync?
      2. See all the data that has been synched over in one place (perhaps via an SFDC report)?

       

      Let me know if you are aware of anything!

      Boone

        • Re: Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"
          Grégoire Michel

          Question 1/ None. The sync just updates records on both ends, but does not consume data storage, excepted the one used by leads and contacts. Of course, news leads are being pushed, but. There is 2 exceptions though:

          • automated tasks created from Marketo activities (set in admin -> salesforce). These consume a lot of space and can jam your SFDC data quota. recommended to disable all these.
          • Campaign membership that are created when you sync Marketo programs with SFDC campaigns

           

          Question 2/ Use SFDC reports that leverage the "User created" = Marketo sync user field in SFDC. Run these reports on leads, campaigns, campaign members & tasks (which are the records that can be created from Marketo). Contacts, accounts, opportunities can only be created in SFDC.

           

          -Greg