Log in Using OAuth 2.0 log-in-using-oauth-2-0
Salesforce uses the OAuth protocol to allow users of applications to securely access (authenticate the application using OAuth 2.0) data without having to reveal login credentials. Below are the steps to be performed to securely connect and sync Marketo Engage with Salesforce.
Set Up External Client App set-up-external-client-app
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In Salesforce, click the gear icon and select Setup.
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In the Quick Find box, type
App Manager, then select App Manager.
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Click New External Client App.
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Fill in the details under Basic Information. Set Distribution State to Local.
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Expand the API (Enable OAuth Settings) section and select the Enable OAuth checkbox. For Callback URL, enter
https://app.marketo.com/salesforce/getSfdcOAuthTokensRedirect. Select all the available OAuth Scopes and click the right arrow to add them.
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Under Flow Enablement, make sure no boxes are selected.
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Under Security, make sure only Require secret for Web Server Flow and Require secret for Refresh Token Flow are selected.
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Skip the last four sections and click Create.
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After the new External Client App is created, click the Settings tab and expand the OAuth Settings section.
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Click the Consumer Key and Consumer Secret button, prompting a new tab to open. Copy and save both numbers (you’ll need them later for use in Marketo Engage).
Set Up Marketo set-up-marketo
- API access must be enabled for the Salesforce Sync User (if you’re a Salesforce Professional Edition user, that access is not available by default—please contact your Salesforce Account Executive).
- Marketo Sync user has to be created in Salesforce.
- For existing customers, Feature to “Enable OAuth for SFDC sync” is enabled on the customer’s subscription.
- Pop-up blockers are disabled.
- Connected App is created and we have the Consumer Key and Consumer Secret are available for use.
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In the Marketo Admin section, click CRM, then Sync with Salesforce.
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Add the Consumer Key and Consumer Secret info you previously recorded and click and Save.
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On the Marketo Salesforce sync page, click the Login with Salesforce button.
note caution CAUTION If you’re seeing Username/Password/Token fields and not a “Login with Salesforce” Button, your Marketo Subscription is enabled for Basic Authentication. Please refer to Set up Marketo with Basic Authentication. Once the sync begins using a set of Credentials, there is no switching of Salesforce credentials or subscription. To have Oauth 2.0 set up for your Salesforce authentication, contact Marketo Support. -
A pop-up with the salesforce login page will show up. Key in your “Marketo Sync User” credentials and log in.
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Enter the verification code you received via email (sent by Salesforce) and click Verify.
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Upon successful verification, the access page will show up requesting access. Click Allow.
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In a few minutes, a pop-up will appear in Marketo. Click Confirm Credentials.
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Upon completion of Field Syncing, click Start Salesforce Sync.
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Click Start Sync.
Your Sync between Marketo and Salesforce is now in progress.
