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 with Salesforce.
To connect Marketo and Salesforce using OAuth, log in to Marketo via private (incognito) browser as to avoid connecting to Salesforce with the wrong username.
In Salesforce, under Setup, within the Platform Tools, navigate to Apps, App Manager, and click New Connected App.
Fill in the details and click Save.
Click the Enable OAuth Settings checkbox. For Callback URL, enter
https://app.marketo.com/salesforce/getSfdcOAuthTokensRedirect. Select all the available OAuth Scopes and click Add.
Copy the Consumer Key and Consumer Secret.
Save the Consumer Key and Consumer Secret info for later use in Marketo.
Be sure to hide all fields you don’t need in Marketo from the sync user before clicking Sync Fields. Once you click Sync Fields, all fields the user can see in SFDC will be created in Marketo permanently and cannot be deleted.
In the Marketo Admin section, click CRM, then Sync with Salesforce.
Add the Consumer Key and Consumer Secret info you previously recorded and click and Save.
On the Marketo Salesforce sync page, click the Login with Salesforce button.
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. If you want to use Oauth 2.0, reach out to your Customer Success Manager.
A pop-up with the salesforce login page will show up. Key in your “Marketo Sync User” credentials and log in.
Enter the verification code you received via email (sent by Salesforce) and click Verify.
Upon successful verification, the access page will show up requesting access. Click Allow.
In a few minutes, a pop-up will appear in Marketo. Click Confirm Credentials.
Upon completion of Field Syncing, click Start Salesforce Sync.
Click Start Sync.
Your Sync between Marketo and Salesforce is now in progress.