How Marketo Measure and Salesforce Interact

NOTE

You may see instructions specifying “Marketo Measure” in our documentation, but still see “Bizible” in your CRM. We are working to have that updated and the rebranding will be reflected in your CRM soon.

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

Salesforce and Marketo Measure

Once the Marketo Measure account is created and Salesforce is connected, Marketo Measure will begin pushing marketing data into the CRM instance as long as the Marketo Measure managed package is installed. If it’s not, Marketo Measure will not write any data, but it will read information from your SFDC 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, please keep in mind that smaller batch sizes will consume more API credits from your CRM. It’s advisable to reduce the batch size only if you’re experiencing CPU timeout or high CPU load in your CRM.

Salesforce Standard Objects and Access

This lists the Salesforce Standard Objects that Marketo Measure interacts with, as well as 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

Fields

Standard/Custom

Read

Write

Id

Standard

x

Email

Standard

x

Status

Standard

x

CreatedDate

Standard

x

LastModifiedDate

Standard

x

ConvertedDate

Standard

x

ConvertedContactId

Standard

x

ConvertedOpportunityId

Standard

x

IsConverted

Standard

x

IsDeleted

Standard

x

Website

Standard

x

Company

Standard

x

bizible2__Account__c

Custom

x

x

bizible2__Ad_Campaign_Name_FT__c

Custom

x

x

bizible2__Ad_Campaign_Name_LC__c

Custom

x

x

bizible2__Landing_Page_FT__c

Custom

x

x

bizible2__Landing_Page_LC__c

Custom

x

x

bizible2__Marketing_Channel_FT__c

Custom

x

x

bizible2__Marketing_Channel_LC__c

Custom

x

x

bizible2__Touchpoint_Date_FT__c

Custom

x

x

bizible2__Touchpoint_Date_LC__c

Custom

x

x

bizible2__Touchpoint_Source_FT__c

Custom

x

x

bizible2__Touchpoint_Source_LC__c

Custom

x

x

Contact

Fields

Standard/Custom

Read

Write

Account

Standard

x

Id

Standard

x

Email

Standard

x

Created Date

Standard

x

IsDeleted

Standard

x

LastModifiedDate

Standard

x

bizible2__Ad_Campaign_Name_FT__c

Custom

x

x

bizible2__Ad_Campaign_Name_LC__c

Custom

x

x

bizible2__Landing_Page_FT__c

Custom

x

x

bizible2__Landing_Page_LC__c

Custom

x

x

bizible2__Marketing_Channel_FT__c

Custom

x

x

bizible2__Marketing_Channel_LC__c

Custom

x

x

bizible2__Touchpoint_Date_FT__c

Custom

x

x

bizible2__Touchpoint_Date_LC__c

Custom

x

x

bizible2__Touchpoint_Source_FT__c

Custom

x

x

bizible2__Touchpoint_Source_LC__c

Custom

x

x

Case

Fields

Standard/Custom

Read

Write

Id

Standard

x

CreatedDate

Standard

x

LastModifiedDate

Standard

x

SuppliedEmail

Standard

x

IsDeleted

Standard

x

bizible2__Ad_Campaign_Name_FT__c

Custom

x

x

bizible2__Ad_Campaign_Name_LC__c

Custom

x

x

bizible2__Landing_Page_FT__c

Custom

x

x

bizible2__Landing_Page_LC__c

Custom

x

x

bizible2__Marketing_Channel_FT__c

Custom

x

x

bizible2__Marketing_Channel_LC__c

Custom

x

x

bizible2__Touchpoint_Date_FT__c

Custom

x

x

bizible2__Touchpoint_Date_LC__c

Custom

x

x

bizible2__Touchpoint_Source_FT__c

Custom

x

x

bizible2__Touchpoint_Source_LC__c

Custom

x

x

Account

Fields

Standard/Custom

Read

Write

Id

Standard

x

Website

Standard

x

LastModifiedDate

Standard

x

IsDeleted

Standard

x

bizible2__Engagement_Score__c

Custom

x

x

Opportunity

Fields

Standard/Custom

Read

Write

Account

Standard

x


Id

Standard

x

CreatedDate

Standard

x

LastModifiedDate

Standard

x

IsWon

Standard

x

IsClosed

Standard

x

IsDeleted

Standard

x

CloseDate

Standard

x

StageName

Standard

x

Amount

Standard

x

bizible2__Bizible_Opportunity_Amount__c

Custom

x

x

Campaign

Fields

Standard/Custom

Read

Write

Id

Standard

x

Email

Standard

x

Status

Standard

x

CreatedDate

Standard

x

LastModifiedDate

Standard

x

ConvertedDate

Standard

x

ConvertedContactId

Standard

x

ConvertedOpportunityId

Standard

x

IsConverted

Standard

x

IsDeleted

Standard

x

Website

Standard

x

Company

Standard

x

Type

Standard

x


Campaign Member

Fields

Standard/Custom

Read

Write

Id

Standard

x

CreatedDate

Standard

x

LastModifiedDate

Standard

x

IsDeleted

Standard

x

FirstRespondedDate

Standard

x

HasResponded

Standard

x

ContactId

Standard

x

LeadId

Standard

x

IsConverted

Standard

x

CampaignId

Standard

x

bizible2__Bizible_Touchpoint_Date__c

Custom

x

x

bizible2__Touchpoint_Status_Date__c

Custom

x

x

bizible2__Touchpoint_Status_Contact__c

Custom

x

x

bizible2__Touchpoint_Status_Leade__c

Custom

x

x

bizible2__Touchpoint_Status_Opportunity__c

Custom

x

x

Marketo Measure Custom Objects in Salesforce

Apart from creating custom fields on SFDC’s Standard Objects, once the Marketo Measure package is installed, it will create 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.

Fields

Standard/Custom

Read

Write

bizible2__Bizible_Person__c

Custom

x

x

bizible2__SF_Campaign__c

Custom

x

x

bizible2__UniqueId__c

Custom

x

x

bizible2__Marketing_Channel__c

Custom

x

x

bizible2__Marketing_Channel_Path__c

Custom

x

x

bizible2__Touchpoint_Type__c

Custom

x

x

bizible2__Ad_Id__c

Custom

x

x

bizible2__Ad_Content__c

Custom

x

x

bizible2__Ad_Group_Id__c

Custom

x

x

bizible2__Ad_Group_Name__c

Custom

x

x

bizible2__Ad_Campaign_Id__c

Custom

x

x

bizible2__Ad_Campaign_Name__c

Custom

x

x

bizible2__Placement_Id__c

Custom

x

x

bizible2__Placement_Name__c

Custom

x

x

bizible2__Site_Id__c

Custom

x

x

bizible2__Site_Name__c

Custom

x

x

bizible2__Form_URL__c

Custom

x

x

bizible2__Form_URL_Raw__c

Custom

x

x

bizible2__Platform__c

Custom

x

x

bizible2__Browser__c

Custom

x

x

bizible2__Geo_City__c

Custom

x

x

bizible2__Geo_Country__c

Custom

x

x

bizible2__Geo_Region__c

Custom

x

x

bizible2__Keyword_Id__c

Custom

x

x

bizible2__Keyword_MatchType__c

Custom

x

x

bizible2__Touchpoint_Position__c

Custom

x

x

bizible2__Keyword_Text__c

Custom

x

x

bizible2__Landing_Page__c

Custom

x

x

bizible2__Landing_Page_Raw__c

Custom

x

x

bizible2__Medium__c

Custom

x

x

bizible2__Referrer_Page__c

Custom

x

x

bizible2__Referrer_Page_Raw__c

Custom

x

x

bizible2__Search_Phrase__c

Custom

x

x

bizible2__Touchpoint_Date__c

Custom

x

x

bizible2__Touchpoint_Source__c

Custom

x

x

bizible2__Segment__c

Custom

x

x

bizible2__Count_First_Touch__c

Custom

x

x

bizible2__Count_Lead_Creation_Touch__c

Custom

x

x

bizible2__Count_U_Shaped__c

Custom

x

x

bizible2__Ad_Destination_URL__c

Custom

x

x

bizible2__Case__c

Custom

x

x

bizible2__Contact__c

Custom

x

x

Marketo Measure Person

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

Fields

Standard/Custom

Read

Write

bizible2__UniqueId__c

Custom

x

x

bizible2__Lead__c

Custom

x

x

bizible2__Case__c

Custom

x

x

bizible2__Contact__c

Custom

x

x

Buyer Attribution Touchpoint

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

Buyer Attribution Touchpoint

Fields

Standard/Custom

Read

Write

bizible2__Account__c

Custom

x

x

bizible2__SF_Campaign__c

Custom

x

x

bizible2__Contact__c

Custom

x

x

bizible2__Opportunity__c

Custom

x

x

bizible2__UniqueId__c

Custom

x

x

bizible2__Marketing_Channel__c

Custom

x

x

bizible2__Marketing_Channel_Path__c

Custom

x

x

bizible2__Touchpoint_Type__c

Custom

x

x

bizible2__Ad_Id__c

Custom

x

x

bizible2__Ad_Content__c

Custom

x

x

bizible2__Ad_Group_Id__c

Custom

x

x

bizible2__Ad_Group_Name__c

Custom

x

x

bizible2__Ad_Campaign_Id__c

Custom

x

x

bizible2__Ad_Campaign_Name__c

Custom

x

x

bizible2__Placement_Id__c

Custom

x

x

bizible2__Placement_Name__c

Custom

x

x

bizible2__Site_Id__c

Custom

x

x

bizible2__Site_Name__c

Custom

x

x

bizible2__Form_URL__c

Custom

x

x

bizible2__Form_URL_Raw__c

Custom

x

x

bizible2__Platform__c

Custom

x

x

bizible2__Browser__c

Custom

x

x

bizible2__Geo_City__c

Custom

x

x

bizible2__Geo_Country__c

Custom

x

x

bizible2__Geo_Region__c

Custom

x

x

bizible2__Keyword_Id__c

Custom

x

x

bizible2__Keyword_MatchType__c

Custom

x

x

bizible2__Touchpoint_Position__c

Custom

x

x

bizible2__Keyword_Text__c

Custom

x

x

bizible2__Landing_Page__c

Custom

x

x

bizible2__Landing_Page_Raw__c

Custom

x

x

bizible2__Medium__c

Custom

x

x

bizible2__Referrer_Page__c

Custom

x

x

bizible2__Referrer_Page_Raw__c

Custom

x

x

bizible2__Search_Phrase__c

Custom

x

x

bizible2__Touchpoint_Date__c

Custom

x

x

bizible2__Touchpoint_Source__c

Custom

x

x

bizible2__Segment__c

Custom

x

x

bizible2__Attribution_First_Touch__c

Custom

x

x

bizible2__Attribution_Lead_Conversion_Touch__c

Custom

x

x

bizible2__Attribution_U_Shaped__c

Custom

x

x

bizible2__Attribution_W_Shaped__c

Custom

x

x

bizible2__Attribution_Custom_Model__c

Custom

x

x

bizible2__Attribution_Custom_Model_2__c

Custom

x

x

bizible2__Count_First_Touch__c

Custom

x

x

bizible2__Count_Lead_Creation_Touch__c

Custom

x

x

bizible2__Count_U_Shaped__c

Custom

x

x

bizible2__Count_W_Shaped__c

Custom

x

x

bizible2__Count_Custom_Model__c

Custom

x

x

bizible2__Count_Custom_Model_2__c

Custom

x

x

bizible2__Ad_Destination_URL__c

Custom

x

x

bizible2__Revenue_First_Touch__c

Custom

x

x

bizible2__Revenue_Lead_Creation_Touch__c

Custom

x

x

bizible2__Revenue_U_Shaped__c

Custom

x

x

bizible2__Revenue_W_Shaped__c

Custom

x

x

bizible2__Revenue_Custom_Model__c

Custom

x

x

bizible2__Revenue_Custom_Model_2__c

Custom

x

x

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