Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync" | Community
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Boone_White1
Boone_White1
New Participant
August 28, 2018
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Monitoring Data Synched to SFDC from Marketo's "Salesforce Activity Sync"

  • August 28, 2018
  • 1 reply
  • 2684 views

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

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Best answer by Grégoire_Miche2

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

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
August 29, 2018

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

Boone_White1
Boone_White1Author
New Participant
August 29, 2018

Thanks Greg! That answers my questions!

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