Before you install the Marketo Measure Salesforce base package, you need to determine if you will be first installing it in a Salesforce sandbox before moving to your Salesforce production instance.
Once your Marketo Measure account is connected to a Salesforce production instance, you cannot move backwards and connect to a sandbox. Also, a Marketo Measure account can only be connected to one Salesforce production instance.
The Marketo Measure Base Package contains:
Follow the steps below to install the Marketo Measure Salesforce base package.
Using an incognito browser, go to the Salesforce Appexchange and log in.
Install in the Marketo Measure package in sandbox or production.
Log in to Salesforce as an Admin.
Select Install for All Users.
Once the installation is complete, you can view it.
After you’ve completed the installation, you can update your Salesforce page layouts with the Marketo Measure fields if desired.
Read about the Marketo Measure Permissions sets created and how they will be used.
Marketo Measure sends and receives data through a connected Salesforce user within the Marketo Measure app.
In order to push touchpoint data to your Salesforce instance, the connected user must have access to Marketo Measure custom objects (e.g., Buyer Touchpoint and Buyer Attribution Touchpoint) as well as standard Salesforce objects such as Leads and Contacts.
Create a Marketo Measure profile to ensure you won’t run into validation errors when pushing data to Salesforce.
Step 1: Create a specific Marketo Measure profile
This profile can be a clone of a System Admin profile.
Step 2: Create a dedicated Marketo Measure user so you can track the impact of Marketo Measure on your Salesforce instance
Assign the new Marketo Measure Profile to that User.
Enable “Marketing User” as a user level permission.
Step 3: Exclude this Profile from all triggers, workflows, and processes
Step 4: Log-in to your Marketo Measure Account and re-authorize the Salesforce connection with the new user
Go to apps.bizible.com and log in with the new user production Salesforce credentials.
Select Settings within the My Account drop-down.
Select Connections within the Integrations grouping.
Click the Key Icon to the right of the current connected Salesforce connection and select to Re-authorize with Production. Log in with the new user credentials again (if prompted).