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Integrating with SFDC, help!!

Question asked by Brianne Foster on Mar 12, 2019
Latest reply on Mar 14, 2019 by Veronica Holmes

Hello Marketing Nation!

 

We are preparing to integrate our Marketo instance with SFDC this year, and we're considering using Marketo Professional Services to help with the design and implementation. I would love to hear how others who have integrated with their CRM executed the project. Did you use Marketo Professional Services, an implementation partner, or your internal IT team? What was your experience like?

 

Also, what do you know now that you wish would have known going into the project? Is there anything you would have done differently?


We did integrate SFDC UAT environment with our Marketo sandbox last year, but our Marketo sandbox only contained meta-data, and we synced every. single. field. between the two systems. Needless to say we've since learned a few lessons since then, but those are the two major watch-outs we have thus far.

 

Thanks in advance for your help!

Brianne

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