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 and the Marketo Measure Salesforce user has edit permissions.

If you didn’t 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, 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
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

How Marketo Measure and Salesforce Interact

Salesforce and Marketo Measure

Salesforce Standard Objects and Access

Marketo Measure Custom Objects in Salesforce

Buyer Attribution Touchpoint

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