How Marketo Measure and Salesforce Interact how-marketo-measure-and-salesforce-interact

Let’s take a high-level look at the relationship between Marketo Measure and Salesforce.

Salesforce and Marketo Measure salesforce-and-marketo-measure

Once the Marketo Measure account is created and Salesforce is connected, Marketo Measure begins pushing marketing data into the CRM instance as long as the Marketo Measure managed package is installed and the Marketo Measure Salesforce user has edit permissions.

If you did not install the Marketo Measure Salesforce package, Marketo Measure will not write any data to your Salesforce instance.

By default, Marketo Measure exports 200 records per API credit each time a job sends data to your CRM. For most customers, this provides the optimal balance between API credits consumed by Marketo Measure and CPU resource requirements on the CRM. However, for customers with complex CRM configurations, such as workflows and triggers, a smaller batch size might be helpful to improve CRM performance. To this end, Marketo Measure allows customers to configure the CRM export batch size. This setting is available on the Settings > CRM > General page in the Marketo Measure web application and customers can choose between batch sizes of 200 (default), 100, 50, or 25.

When modifying this setting, keep in mind that smaller batch sizes consume more API credits from your CRM. It’s advisable to reduce the batch size only if you are experiencing CPU timeout or high CPU load in your CRM.

Salesforce Standard Objects and Access salesforce-standard-objects-and-access

This lists the Salesforce Standard Objects that Marketo Measure interacts with, and the custom fields that we add to these objects once the connection is established and the Marketo Measure package is installed. Out of the box, Marketo Measure will NOT write into any standard Salesforce Object fields.

Lead

Contact

Case

Account

Opportunity

Opportunity Contact Role

Campaign

Campaign Member

Marketo Measure Custom Objects in Salesforce marketo-measure-custom-objects-in-salesforce

Apart from creating custom fields on SFDC’s Standard Objects, once the Marketo Measure package is installed, it creates a couple of Custom Objects. Below is a list of these Custom Objects along with a table denoting the fields that Marketo Measure will write to.

Buyer Touchpoint

The Buyer Touchpoint is a Marketo Measure Custom Object to encapsulate the marketing interactions for Contacts, Leads, and Cases.

Marketo Measure Person

The Marketo Measure Person is a Marketo Measure Custom Object that is related to both the Lead, Contact, and Case Objects.

Buyer Attribution Touchpoint buyer-attribution-touchpoint

The Buyer Attribution Touchpoint is a Marketo Measure Custom Object to encapsulate marketing’s influence on Opportunities.

Buyer Attribution Touchpoint