Starting up Integration Marketo to Sales Force | Community
Skip to main content
A
Anonymous
August 8, 2013
Solved

Starting up Integration Marketo to Sales Force

  • August 8, 2013
  • 2 replies
  • 1317 views
Hi Guys,

Our group are new to Marketo and we are preparing to to importing our SalesForce contacts to Marketo. I would like ask for advise for best practices and specification that we will need to run this smoothly. Thanks!

Regards,
Mark
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Josh_Hill13
You should prepare your SFDC to be Marketo friendly before you sync it. That is, think hard about your lead lifecycle and make any adjustments within SFDC now.

Then make sure your SFDC Marketo User has the right permissions to view/change/create records and fields you want.

Then go through the integration guide, step by step. I also have an overview here: http://www.marketingrockstarguides.com/marketing-rockstars-guide-to-marketo/

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
August 8, 2013
You should prepare your SFDC to be Marketo friendly before you sync it. That is, think hard about your lead lifecycle and make any adjustments within SFDC now.

Then make sure your SFDC Marketo User has the right permissions to view/change/create records and fields you want.

Then go through the integration guide, step by step. I also have an overview here: http://www.marketingrockstarguides.com/marketing-rockstars-guide-to-marketo/
A
Anonymous
August 8, 2013
The complete guide is available on Marketo Community
 
Setting up Salesforce.com Integration
 
 
Salesforce Sync (that is a complete reference to all subjects)
A
Anonymous
February 25, 2016

Hello, thanks for posting this! I need this documentation pretty soon - any idea why the links are not working or how I can locate the info? Thanks

Terms & ConditionsAccessibility statement

Loading footer...