![]() Marketo provides step-by-step instructions that are very upfront and clear! It can send emails, but it’s not a marketing automation platform like Marketo. Salesforce is a CRM (Customer Relationship Management) platform that allows you to understand who your clients and potential customers are. The setup is easy, but underlying processes are notīefore we get too deep and dirty into the steps of the setup, I always like to start the conversation with a brief overview and comparison of the two platforms and their data models, as well as what is possible in the integration. This integration is a vital part of your marketing ecosystem! But here’s two crucial (and often overlooked) things to know. Changes to records after the sync has started will have to wait until the next sync cycle.The standard sync speed is approximately 10-20k records per object per hour.New records in Marketo will NOT be sent to Salesforce unless explicitly told to via Smart Campaigns or Program-Campaign Sync.The interval between syncs is ~5 minutes (by default).Conflict resolution: changes in Salesforce take precedence.Marketo updates existing Salesforce records with information updated in Marketo.Marketo downloads all new and updated Salesforce records based on SystemModstamp (meaning, it “grabs” anything that has been created or updated since the previous sync based on the Last Modified DateTime).Marketo connects to Salesforce via the API.There are a few things that you should understand about the sync and how it works between these two platforms: Related: Our MarTech consulting tackles every challenge you have! Understanding the sync Understanding The Sync | Two Key Things To Know | The Initial Setup | Optimize | Troubleshoot | What Next? ![]() So, let’s dive into some important topics to know about your Marketo-Salesforce integration! The integration is key in marketing and sales alignment, in transforming marketing into a profit center, and in empowering marketing to do smarter initiatives. Together, they can help you take action on the analytics that result from the marriage of the two systems. Marketo and Salesforce together help you understand the digital body language of a lead and how it relates to demographic and firmographic data. Built as a native integration, the bidirectional and controllable sync of the two platforms equips marketing, sales and others that play a role in the customer journey to work from a shared set of information. The Marketo-Salesforce integration is one of the most attractive and useful qualities of the Marketo platform tool. If you’re like many modern marketers, the ability of your marketing automation platform to talk to your CRM was probably (hopefully!) high on that list – and maybe even one of the reasons you ended up with Marketo. Instead of personality traits, you considered price point, and instead of family values, you more likely thought of technical capabilities. When you were window-shopping marketing automation platforms, you probably had a similar list.
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