Resources for Learning about the Marketo Integration with SFDC
Whether you are new to Marketo or have been using it for years here is a list of of the resources for learning more about the Marketo integration with SFDC.
Initial SFDC Sync
- Best practices for determining which fields to sync between SFDC and Marketo
- A profile verification checklist
- Creating a custom sync rule
SFDC Fields
- Special SFDC fields/tokens in Marketo
- Mapping of Marketo created fields to SFDC fields
- SFDC Email Opt Out field. A great article about durable unsubscribes by Raul Fonseca.
- Renaming or deleting a SFDC field
- Syncing a previously hidden SFDC field
- Syncing a lookup field
- SFDC field types mapping to Marketo field types
- Changing the type or length of a SFDC field.
- Changing the field type of a Marketo Field
- Using a SFDC picklist field in a Marketo form
- Merging a Marketo Field with a SFDC field
- When do the Marketo Account/Company fields become read only
- Making a SFDC field read only
- Using a SFDC formula field in Marketo
- Using Multi-Select Fields from SFDC in Marketo
- Setting or restricting the values of a Marketo Field
- Blocking field updates
- Sending a birthday message
- Sending a post birthday message
- SFDC Special Fields - Email Bounced Date and Reason
- SFDC User tokens
Marketo Fields
- Marketo System Fields
Sync Lead to SFDC or Change Owner Flow Step
- Using the Sync Person to SFDC flow step to insert a Marketo only record
- Using the Auto-Assignment rule when inserting/syncing a new record to SFDC
- Using a queue when syncing a new record to SFDC. Part II.
- Setting the SFDC record type
- Using the Change Owner flow step
SFDC Converting / Merging / Deleting Records
- Converting a Lead into a Contact in Salesforce
- The results in Marketo of merging Leads or Contacts in SFDC
- Using Marketo to merge a Marketo record with a SFDC Lead or Contact record
- Using Marketo to merge a SFDC Lead with a SFDC Contact
- Deleting a Synced Record in Marketo or SFDC
Reporting
- Checklist for attribution reporting including - Setting up Marketo and SFDC for attribution reporting.
SFDC Opportunities
- Best Practices for syncing SFDC opportunities to Marketo – Part 1, 2, 3
- Using the Convert Lead Flow Step (aka Creating an Opportunity)
Troubleshooting Sync Issues
- Troubleshooting SFDC Sync with Marketo Issues – A Check List
- Troubleshooting SFDC Sync with Marketo Issues – Failed Inserts
- Troubleshooting SFDC Sync with Marketo Issues - Common Notifications
- How to Maximize the Integration between Marketo and SFDC – Hiding (aka Unsyncing) SFDC Fields