- Home
- Getting Started with Marketo
- Product Docs
- Additional Apps
- SEO
- Understanding SEO
- Understanding Search Engine Optimization
- Understanding the SEO Dashboard: SEO Recommendations
- Understanding the SEO Dashboard: SEO Snapshot
- SEO - Add a Site/Delete a Site
- SEO - Add Competitors
- SEO - Managing Lists
- SEO - Pick Region/Country for Your Search Engine
- SEO - Set Your Email Alert Preferences
- Keywords
- SEO - Add Keywords
- SEO - Add/Remove Columns From Your Keywords View
- SEO - Add/Remove Keywords from a List
- SEO - Exporting Keyword Results
- SEO - Filter Keyword Results
- SEO - Get Suggested Keywords
- SEO - Importing Keywords with a CSV
- SEO - Keyword Trends Chart
- SEO - Optimize Specific Pages with Targeted Keywords
- SEO - Remove a Keyword
- SEO - Understanding Keywords
- SEO - View Keyword Results in Search Engine
- Pages
- Inbound Links
- Reports
- Understanding SEO
- SEO
- Administration
- Setup
- Additional Integrations
- Add Adobe Connect as a LaunchPoint Service
- Add Google AdWords as a Launchpoint Service with a Manager Account
- Add Google AdWords as a LaunchPoint Service
- Add GoToWebinar as a LaunchPoint Service
- Add Level 3 Web Meeting as a LaunchPoint Service
- Add Munchkin Tracking Code to Your Website
- Next Generation Munchkin Tracking FAQ
- Add Single Sign-On to a Portal
- Add WebEx as a LaunchPoint Service
- Add Workplace By Facebook as a LaunchPoint Service
- Add Zoom as a LaunchPoint Service
- Configuring Your SOAP API Settings
- Connect BrightTALK to Marketo
- Create a Custom Service for Use with ReST API
- Create a Webhook
- Create an Allowlist for IP-Based API Access
- Download GoogleAdwords Activity Log
- Restrict User Login to SSO Only
- Audit Trail
- Email Setup
- Add Multiple Branding Domains
- Change Custom Object Retrieval Limits in Velocity Scripting
- Change the Default From Email and From Label
- Edit the Unsubscribe Message
- Make Your Unsubscribe Message Dynamic for Languages
- Edit the “View as Web Page” Message
- Enable Communication Limits
- Enable Person Restrictions for Smart Campaigns
- Filtering Email Bot Activity
- Remove Unsubscribe Text From the “Admin -> Email” Section
- Field Management
- Block Field Updates During List Import from Untrusted Sources
- Block Updates to a Field
- Change the Type of a Marketo Custom Field
- Create a Custom Field in Marketo
- Create and Use a Concatenated String (Formula) Field
- Custom Field Type Glossary
- Delete a Custom Field in Marketo
- Edit Field Aliases for List Import
- Export All Object Metadata
- Export a List of All Marketo API Field Names
- Export Used By Data for a Field
- Hide and Unhide a Field
- HTML Encode Tokens in Emails
- Mark a Field as Sensitive
- Rename a Field
- Understanding System Managed Fields
- View Field Mappings Between Marketo and Salesforce
- Marketo Custom Activities
- Marketo Custom Objects
- Understanding Marketo Custom Objects
- Add Marketo Custom Object Fields
- Add Marketo Custom Object Link Fields
- Approve a Custom Object
- Create Marketo Custom Objects
- Edit and Delete a Marketo Custom Object
- Edit and Delete Marketo Custom Object Fields
- Import Custom Object Data
- Trigger Off Custom Object Changes
- Custom Object Metadata Export
- Marketo with Adobe Identity
- Settings
- Bulk Export API Information
- Campaign Inspector
- Change Attribution Settings for Analytics
- Change Your Marketo Password
- Change your Password Security Settings
- Creating a Custom Tab for the Person Detail Page
- Customize Your Landing Page URLs With a CNAME
- Edit Account Settings
- Edit “Do Not Track” Browser Support Settings
- Edit Landing Page Settings
- Edit Link Expiration in Reports and Alerts
- Email Tracking Link Headers
- Edit Subscription Settings
- Enable or Disable Treasure Chest Features
- Enable Personalized URLs for Your Account
- Global Form Validation Rules
- Landing Page Headers
- Restrict Marketo Logins Based on IP
- Select Your Language, Locale and Time Zone
- Set a Fallback Page
- Set Default Location Settings for a Subscription
- Understanding Privacy Settings
- Using a Universal ID for Subscription Login
- Tags
- Users and Roles
- Workspaces and Person Partitions
- Understanding Workspaces and Person Partitions
- Allow User Access to a Workspace
- Assign Person Partitions to Workspaces
- Assigning Person Partitions with Assignment Rules
- Change the Name of a Workspace
- Create a New Workspace
- Create a Person Partition
- Delete a Workspace
- Edit a Workspace
- Edit an Existing Person Partition
- Share Segmentations Across Workspaces and Partitions
- Adobe Experience Cloud Integrations
- Core Marketo Concepts
- Smart Campaigns
- Understanding Smart Campaigns
- Creating a Smart Campaign
- Using Smart Campaigns
- Abort a Smart Campaign
- Activate a Trigger Smart Campaign | Schedule Tab
- Apply Communication Limits to Smart Campaign
- Automatic Trigger Campaign Cleanup
- Campaign Actions: Clone a Smart Campaign
- Campaign Actions: Delete a Smart Campaign
- Cancel a Scheduled Batch Campaign Run
- Cancel a Scheduled Recurring Batch Campaign Run
- Deactivate a Trigger Smart Campaign | Schedule Tab
- Edit Qualification Rules in a Smart Campaign
- Move a Smart Campaign
- Override Person Restrictions in a Smart Campaign
- Priority Override for Trigger Campaigns
- Rename a Smart Campaign
- Run a Batch Smart Campaign Now | Schedule Tab
- Schedule a Batch Smart Campaign to Run Later
- Schedule a Recurring Batch Campaign
- Setting Up a Trigger Smart Campaign for Sales Using “Campaign is Requested”
- Using Standard Smart List Rule Logic
- Flow Actions
- Add a Flow Step to a Smart Campaign
- Reorder the Flow Steps in a Smart Campaign
- Add to List
- Append Data to a Field
- Call Webhook
- Change Data Value
- Clear Field Values
- Change Person Partition
- Change Revenue Stage
- Change Score
- Convert Person
- Delete a Flow Step
- Delete Person
- Execute Campaign
- Flow Step Service
- Give Credit to Referrer
- Interesting Moment
- Remove from Flow
- Remove from List
- Reorder “Add Choice” in a Flow Step
- Request Campaign
- Send Alert
- Send Email
- Triggers and Filters for Mobile Smart Campaigns
- Use a Webhook in a Smart Campaign
- Use Add Choice in a Flow Step
- Use Tokens in Flow Steps
- Wait
- Program Flow Actions
- Microsoft Dynamics Flow Actions
- Salesforce Flow Actions
- Smart Campaign Data
- Smart Lists and Static Lists
- Understanding Smart Lists
- Creating a Smart List
- Using Smart Lists
- Add a Constraint to a Smart List Filter
- Add Multiple Values to a Smart List Filter
- Clone a List or Smart List
- Create and Change Views for Lists and Smart List
- Inferred Filters
- Opportunity Filters and Triggers
- Reference a List or Smart List Across Workspaces
- Refresh a List or Smart List
- Run a Single Flow Step from a Smart List
- Use Built-in/System Smart Lists
- Use Inactivity Filters in a Smart List
- Use the Data Value Changed Filter in a Smart List
- Using Advanced Smart List Rule Logic
- Managing People in Smart Lists
- Add Person to Blocklist
- Create a Person Manually
- Database Dashboard
- Delete People in a Smart List or List
- Export People to Excel from a List or Smart List
- Filter Activity Types in the Activity Log of a Person
- Find All People in a Revenue Stage
- Find and Merge Duplicate People
- Find Duplicate People with Custom Logic
- Locate the Activity Log for a Person
- Understanding Anonymous Activity and People
- Use Members of List in a Smart List
- Use Quick Find in a List or Smart List
- Using the Person Detail Page
- Static Lists
- Programs
- Creating Programs
- Working with Programs
- Best Practice: How to Organize your Programs
- Clone a Program
- Clone an Asset in a Program
- Delete a Program
- Edit Analytics Behavior Settings
- Import a Program
- Import Members from a Spreadsheet into a Program
- Local Asset Expiration
- Manage and View Members
- Program Member Custom Fields
- Program Member Custom Field Sync
- Sync an SFDC Campaign with a Program
- Understanding Period Costs
- Understanding Tags
- Use Tags in a Program
- Using Period Costs in a Program
- Program Library
- Program Import Library Overview
- EM-YYYY-MM-DD-Single Email Send
- NL-YYYY-MM-Newsletter
- WBN-YYYY-MM-DD-Webinar Program
- EV-YYYY-MM-DD-Event Program
- TS-YYYY-MM-DD-Tradeshow Program
- NUR-YYYY-MM-Simple Nurture
- NUR-YYYY-MM-Advanced Nurture
- CT-YYYY-MM-Content on Marketo Landing Page
- CT-YYYY-MM-Content Non-Marketo Landing Page
- WR-YYYY-MM-Web Request Program
- OA-YYYY-MM-Online Advertising Marketo Landing Page
- OP-Data Management
- OP-Lead Management
- OP-Scoring-Behavior
- OP-Scoring-Demographic
- OP-Acquisition-API
- OP-Deliverability Management
- Quick Start Email Template
- Quick Start Landing Page Template
- Program Performance Report
- Program Schedule View
- Create Custom Entry Types
- Creating a Batch Smart Campaign in the Program Schedule View
- Creating a New Email Program in the Schedule View
- Creating an Entry in the Program Schedule View
- Creating Custom Overlays in Program Schedule View
- Editing Entries in the Program Schedule View
- Hiding and Unhiding Custom Entry Types
- Moving Entries in the Program Schedule View
- Navigating the Program Schedule View
- Program Schedule View Entry Types
- Rerun a Smart Campaign in the Program Schedule View
- Reschedule a Batch Smart Campaign in the Program Schedule View
- Rescheduling an Entire Program from the Schedule View
- Understanding Tentative/Confirmed Dates
- Using a Global Overlay
- Tokens
- Marketing Calendar
- Understanding the Calendar
- Working with the Calendar
- Confirm Entries Directly In the Marketing Calendar
- Create Entries Directly in the Marketing Calendar
- Delete Entries Directly In the Marketing Calendar
- Deleting a Filter in the Marketing Calendar
- Edit Entries Directly In the Marketing Calendar
- Filtering the Marketing Calendar by Workspace
- Filtering the Marketing Calendar
- Saving a Filter Definition in the Marketing Calendar
- Sharing a Filter Definition in the Marketing Calendar
- Calendar HD
- Mobile Apps
- Miscellaneous
- Engagement Map
- Predictive Audiences
- Smart Campaigns
- CRM Sync
- Microsoft Dynamics Sync
- Understanding the Microsoft Dynamics Sync
- Marketo Plugin Releases for Microsoft Dynamics
- Plug-In Releases for Microsoft Dynamics MSI
- Fix Dynamics Validation Sync Issues
- Sync Setup
- Download the Marketo Lead Management Solution
- Grant Consent for Client Id and App Registration
- Update the Marketo Solution for Microsoft Dynamics
- Reconfigure Dynamics Authentication Method
- Validate Microsoft Dynamics Sync
- View the Organization Service URL
- Microsoft Dynamics 2016/Dynamics 365 On-Premise
- Microsoft Dynamics 365 with ROPC Connection
- Microsoft Dynamics 365 with S2S Connection
- Connecting to Legacy Versions
- Step 1 of 3: Install the Marketo Solution (2011 On-Premises)
- Step 2 of 3: Set up Marketo Sync User in Dynamics (2011 On-Premises)
- Step 3 of 3: Connect Microsoft Dynamics with Marketo (2011 On-Premises)
- Step 1 of 3: Install the Marketo Solution in Dynamics (2013 On-Premises)
- Step 2 of 3: Configure Sync User for Marketo (2013 On-Premises)
- Step 3 of 3: Connect Marketo and Dynamics (2013 On-Premises)
- Step 1 of 3: Install the Marketo Solution in Dynamics (2015 On-Premises)
- Step 2 of 3: Set up Sync User for Marketo (2015 On-Premises)
- Step 3 of 3: Connect Marketo and Dynamics (2015 On-Premises)
- Microsoft Dynamics Sync Details
- Default Dynamics Field Mapping
- Microsoft Dynamics Sync: Account Sync
- Microsoft Dynamics Sync: Contact Sync
- Enable Sync for a Custom Entity
- Microsoft Dynamics Sync: Field Sync
- Use Quick Sync with Microsoft Dynamics for a New Custom Field
- Editing Fields to Sync Before Deleting Them in Dynamics
- Microsoft Dynamics Sync: Lead Sync
- Create a Contact in Microsoft Dynamics
- Microsoft Dynamics Sync: Opportunity Sync
- Microsoft Dynamics Sync: User Sync
- Sync Status
- Campaign Sync Overview
- Enable Campaign Sync
- Custom Dynamics Sync Filter Details
- Register an App with Azure to Acquire Your Client ID/App ID
- Deleting a Lead or Contact
- Salesforce Sync
- Understanding the Salesforce Sync
- Setup
- Enterprise/Unlimited Edition
- Professional Edition
- Optional Steps
- Add/Remove Custom Object Field as Smart List/Trigger Constraints
- Customize Activities Sync
- Edit Initial Field Mappings
- Enable/Disable Campaign Sync
- Make Marketo Sync User a Marketing User
- Enable/Disable Custom Object Sync
- Enable Non-English Custom Object Sync
- Set Default Person Last Name and Company Name
- Turn Off Email Notifications to Lead Owner
- SFDC Sync Details
- Add an Existing Salesforce Field to the Marketo Sync
- Default Salesforce Field Mapping
- Hide a Salesforce Field From the Marketo Sync
- How to Match Program Statuses and Salesforce Campaign Statuses Prior to Sync
- SFDC Sync: Account Sync
- SFDC Sync: Activity Sync
- SFDC Sync: Campaign Sync
- SFDC Sync: Contact Sync
- SFDC Sync: Converting a Lead into a Contact in Salesforce
- SFDC Sync: Custom Object Sync
- SFDC Sync: Deleting a Lead/Contact
- SFDC Sync: Field Sync
- SFDC Sync: Lead/Account Owner Sync
- SFDC Sync: Lead Queue
- SFDC Sync: Lead Sync
- SFDC Sync: Merging a Lead/Contact/Person
- SFDC Sync: Opportunity Sync
- Add/Remove Picklist Values
- Enable/Disable the Salesforce Sync
- Implied Salesforce Actions
- Log in Using OAuth 2.0
- Salesforce Sync Errors
- Salesforce Sync Status
- Using Person Accounts
- Veeva CRM Sync
- Microsoft Dynamics Sync
- Demand Generation
- Ad Network Integrations
- Dynamic Chat
- Events
- Understanding Events
- Create an Event
- Create an Event with Adobe Connect
- Create an Event with GotoWebinar
- Create an Event with Level 3 Web Meeting
- Create an Event with WebEx
- Create an Event with Zoom
- Create an Event with the Marketo ON24 Adapter
- Set up the ON24 Integration with Marketo
- Create an Event with the Marketo ON24 Adapter
- Configure Event Settings and Sync Marketo with Your Webinar
- Create an Event in Marketo
- Create Child Campaigns and Local Assets
- Create Your Webinar Event in ON24
- Example ON24 Event Integration
- ON24 Event Registration Updates
- Test Your ON24 Event Integration
- Understanding Marketo On24 Adapter Events
- Understanding Webinar Program Statuses
- Interactive Webinars
- Facebook
- Add Leads to a Custom Audience in Facebook
- Create a Custom Audience in Facebook
- Edit Facebook Rich Post Settings
- Publish Landing Pages to Facebook
- Set up Facebook Lead Ads
- Map Custom Fields to Marketo
- Set up Facebook Offline Conversions
- Test Facebook Lead Ads for Desktop Integration with Marketo
- Test Facebook Lead Ads for Mobile Integration with Marketo
- Understanding Facebook Offline Conversions
- Use Lead Ads Filters and Triggers in a Smart Campaign
- Forms
- Creating a Form
- Form Actions
- Add a Country Picklist to your Form
- Add Rich Text to a Form
- Change a Form’s Locale
- Change the Language of a Form
- Configure Form Progressive Profiling
- Define Values in a Radio or Selected Field in a Form
- Delete a Form
- Disable Social Form Fill
- Edit a Form
- Embed a Form on Your Website
- Enable Social Form Fill on a Form
- LinkedIn Social Form Fill FAQs
- Show Custom HTML Form for Known People
- Use a Form in a Lightbox
- Form Design
- Form Fields
- Add a FieldSet to a Form
- Add Hint Text to a Form Field
- Add Tooltip Instructions to a Form Field
- Apply Input Masking to a Field in a Form
- Delete a Field in a Form
- Disable Pre-fill for a Form Field
- Dynamically Toggle Visibility of a Form Field
- Reorder Fields in a Form
- Set a Form Field as Hidden
- Set a Hidden Form Field Value
- Using CAPTCHA
- Images and Files
- Landing Pages
- Understanding Landing Pages
- Free-Form Landing Pages
- Add a Link to a Free-Form Landing Page Image
- Add a Link to an Image in a Free-Form Landing Page
- Add a Mobile View for Your Free-Form Landing Page
- Add a New Form to a Free-Form Landing Page
- Add a Social Button to a Free-form Landing Page
- Add a Video to a Free-form Landing Page
- Add an Image to a Free-Form Landing Page
- Adding a Rectangle to a Free-Form Landing Page
- Adding Custom HTML to a Free-Form Landing Page
- Create a Free-Form Landing Page
- Customize Mobile View for Your Free-Form Landing Page
- Use Dynamic Content in a Free-form Landing Page
- Use Guides for Free-form Landing Page Design
- Guided Landing Pages
- Landing Page Actions
- Approve Multiple Landing Pages at Once
- Change the Landing Page URL
- Cloning a Landing Page Test Group
- Customize Your Landing Page URLs with a CNAME
- Edit Landing Page Title and Metadata
- Filter a Landing Page Performance Report
- Preview a Landing Page with Dynamic Content
- Preview a Landing Page
- Redirect a Marketo Landing Page to Another Page
- Landing Page Templates
- Create a Free-form Landing Page Template
- Create a Guided Landing Page Template
- Edit a Marketo Landing Page Template
- Make an Existing Free-form Landing Page Template Mobile Compatible
- Understanding Elements and Variables in Guided Templates
- Guided Landing Page Template List
- Guided Landing Page Templates
- Template 1A
- Template 1B
- Template 1C
- Template 1D
- Template 1E
- Template 1F
- Template 2A
- Template 2B
- Template 2C
- Template 2D
- Template 3A
- Template 3B
- Template 3C
- Template 3D
- Template 4A
- Template 4B
- Template 4C
- Template 5A
- Template 5B
- Template 5C
- Template 5D
- Template 5E
- Template 6A
- Template 6B
- Template 6C
- Template 6D
- Template 6E
- Template 7A
- Template 7B
- Template 7C
- Template 7D
- Template 7E
- Template 7F
- Template 8A
- Template 8B
- Template 8C
- Template 8D
- Template 8E
- Template 8F
- Template 8G
- Template 9A
- Template 9B
- Template 9C
- Template 9D
- Template 9E
- Template 9F
- Template 10A
- Template 10B
- Template 10C
- Template 10D
- Template 10E
- Template 10F
- Template 11A
- Template 11B
- Template 11C
- Template 11D
- Template 11E
- Template 11F
- Template 12A
- Template 12B
- Template 12C
- Template 12D
- Template 12E
- Template 12F
- Template 13A
- Template 13B
- Template 13C
- Template 13D
- Template 13E
- Template 14A
- Template 14B
- Template 14C
- Template 14D
- Template 14E
- Template 15A
- Template 15B
- Template 15C
- Template 15D
- Template 15E
- Template 16A
- Template 16B
- Template 16C
- Template 16D
- Template 16E
- Template 17A
- Template 17B
- Template 17C
- Template 17D
- Template 17E
- Template 18A
- Template 18B
- Template 18C
- Template 18D
- Template 18E
- Template 19A
- Template 19B
- Template 19C
- Template 19D
- Template 19E
- Template 20A
- Template 20B
- Template 20C
- Template 20D
- Template 20E
- Personalizing Landing Pages
- Add a Snippet to a Landing Page
- Add Additional Landing Page CNAMEs
- Add SSL to Your Landing Pages
- Add Text and Tokens to a Landing Page
- Enable Personalized URLs for a Landing Page
- Enable Personalized URLs for Your Account
- Export a List with Personalized URLs
- Include a Calendar Event ICS File in a Landing Page
- Redirect a URL Path
- Tokens Overview
- Use Dynamic Content in a Landing Page
- Using the URL Builder
- Social
- Configuring Social Actions
- Configure After-Share Prompts
- Configure Person Capture for a Social App
- Configure Re-Share Email and Prompt for a Social App
- Configure Social Recommend Flow
- Configure Social Sign-Up/Share Flow
- Configure Track Progress Flow for a Referral Offer
- Configure When Social Button Opens
- Customize Social App Button
- Customize Video Share Flow
- Set up Revenue Attribution for Digital Advertising Campaigns
- Creating a Poll
- Referral Offers
- Social Functions
- Add a Social Button on a Landing Page
- Add a Video
- Add Your Privacy Policy to a Social App
- Choose the Share URL for a Social App
- Conversion Script for Custom Events
- Deploy Social on Your Website
- Enable Social Form Fill on a Form(Social)
- Manage Social Profile Data
- Set Social Share Requirement
- Set up LinkedIn Lead Gen Forms
- Triggers and Filters for Social Activities
- Use a Marketo List or Smart List as a LinkedIn Audience Segment
- Use Emails in Social Promotions
- Use LinkedIn Lead Gen Form Filters and Triggers in a Smart Campaign
- Use Promo Codes for Offer Fulfillment
- View Social Performance
- Sweepstakes
- Configuring Social Actions
- Email Marketing
- Deliverability
- Durable Unsubscribe
- Email Deliverability Power Pack: How to Import a Seed List
- Hard and Soft Bounces in Email
- Set up a Custom DKIM Signature
- Set up SPF and DKIM for your Email Deliverability
- Shared and Dedicated IP Addresses
- Understanding Unsubscribe
- Use Your Dedicated IP Addresses to Send Emails
- Inbox Tracker
- Drip Nurturing
- Email Programs
- Creating an Email Program
- Email Program Actions
- Abort Email Program
- Approve/Unapprove an Email Program
- Choose an Existing Email
- Create an Email for an Email Program
- Email Test - A/B Test
- Enable/Disable Communication Limits in an Email Program
- Head Start for Email Programs
- Move an Email
- Schedule Your Email Program
- Scheduling with Recipient Time Zone
- Email Program Data
- Managing People in Email Programs
- General
- Understanding the Email Editor
- Creating an Email
- Email Editor 2
- Functions in the Editor
- Forward to a Friend Link in Emails
- Include a Calendar Event (.ics) in an Email
- Make an Email Operational
- Preview an Email with Dynamic Content
- Send Emails from the Lead Owner
- Using Dynamic Content in an Email
- Add a Snippet to an Email
- Add a View as Web Page Link to an Email
- Add Editable Sections to Email Templates v1.0
- Add Tracked Links to a Text Email
- Create a Calendar Event (.ics) File
- Disable Tracking for an Email Link
- Download an Email’s HTML
- Edit an Email’s HTML
- Email Tests - Champion-Challenger
- Add an Email Champion/Challenger
- Champion/Challenger: Approve Your Email Test
- Champion/Challenger: Configure Report Alerts
- Champion/Challenger: Declare a Champion
- Champion/Challenger: Define Champion Criteria
- Champion/Challenger: Discard an Email Test
- Champion/Challenger: From Address
- Champion/Challenger: Subject Line
- Champion/Challenger: Whole Emails
- Using Tokens
- Email CC
- Deliverability
- Marketo Engage Modern UX
- Marketo Sales Connect
- Getting Started
- Admin
- Analytics
- Campaigns
- CRM
- Salesforce Customization
- Activity Type Field on Tasks (SFDC)
- Add Sales Connect Buttons to Salesforce
- Create a Salesforce Priority Call Report with Sales Connect Data
- Creating Workflow Rules in Salesforce
- Customization Versions
- Edit Salesforce Field Accesibility
- How to Connect Sales Connect to Your Salesforce Sandbox
- How to Install Customizations in Your Salesforce Sandbox
- How to Install Sales Connect Buttons in Salesforce
- Import a Salesforce ID into Sales Connect
- Install Sales Connect Event Fields on Activity History
- Install Salesforce Customization for Professional Edition Customers
- Push to Sales Connect
- Reporting Dashboards in Salesforce
- Sales Connect Customizations for CRM
- Using Bulk Actions in Salesforce Classic
- Using Bulk Actions in Salesforce Lightning
- Salesforce Integration
- Configure Salesforce Activity Detail Customization
- Connect Your Sales Connect Account to Salesforce
- Disconnect Salesforce From Your Sales Connect Account
- How to Fix “We Were Unable to Authenticate Your Request” When Connecting to Salesforce
- Reply Logging
- Salesforce Diagnostics
- Salesforce Sync Settings
- Tracking Activity Not Showing
- Salesforce Customization
- Email Plugins
- Gmail
- Add Email to Salesforce
- Attaching a Piece of Content
- Calendar Functionality
- Email Connection for Gmail Users
- Gmail Not Pulling In Sales Connect Signature
- How to Add a Template
- How to Install the ToutApp Browser Extension
- How to Send an Email From Gmail
- How to Uninstall Sales Connect from Gmail
- Preventing Secondary Gmail Address from Integrating with Sales Connect
- Sales Connect Plugin Not Showing up in Gmail
- Schedule an Email for a Later Date
- The Sales Connect Tool Bar
- Unexpected Error in Gmail
- MSC for Outlook
- Gmail
- FAQ
- Can I Recover a Contact or Group I Deleted?
- Content and File Attachment FAQ
- Does Sales Connect Have an iPhone or Android App?
- How Can I Allowlist Sales Connect on My Server?
- I Got Locked out of My Account. What Do I Do?
- Is Sales Connect Compatible with Salesforce Lightning?
- What Are the Sales Connect Terms of Service?
- What is the Sales Connect and Highspot Integration?
- Which Browsers and Email Clients Are Supported with Sales Connect?
- Why Aren’t Any of My Contacts Getting Pushed to Sales Connect?
- Why Can’t I Delete a Contact?
- Why Didn’t All of My Contacts Get Pushed to Sales Connect?
- Integrations
- Marketo
- People
- Phone
- Calls Aren’t Logging to Salesforce
- Call Outcomes
- Call Reasons
- Didn’t Log to Activity History
- Didn’t Log to Salesforce
- Enable Call Recording
- Log Call Reasons and Call Outcomes to Salesforce
- Sales Phone International Calling
- Sales Phone Local Presence
- Sales Phone Overview
- Share Call Recordings with Your Team
- Two-Party Consent Settings
- Tasks
- Templates
- Add Auto-Unsubscribes to a Template
- Add Hyperlinked Text
- Archive Templates
- Create a New Category
- Create a New Template
- Customize Template View
- Delete a Template Category
- Delete a Template
- Edit a Template Category
- Favorite a Template
- Merge and De-Duplicate Categories
- Recommended Templates
- Shared Templates
- Template Engagement
- Using HTML
- View Template List as Another User
- Dynamic Fields
- Marketo Sales Insight
- Actions
- Sales Insight Actions Feature Overview
- Getting Started
- Admin
- Analytics
- Campaigns
- CRM
- Salesforce Integration
- Salesforce Package Configuration
- Sales Insight Actions Configuration in Salesforce
- Logging Sales Activity Attributes to Salesforce
- Uninstall Marketo Sales Connect from Salesforce Classic
- Uninstall Marketo Sales Connect from Salesforce Lightning
- Add Action Buttons to Salesforce List View
- Update Activity Type Field When Logging Activities to Salesforce
- Actions in Salesforce
- Email Integrations
- FAQ
- Can I Recover a Contact or Group I Deleted?
- Can I Track Multiple Recipients with CC/BCC?
- Content and File Attachment FAQ
- Do Views, Clicks, and Replies from the Recipients Listed in the CC and BCC Section of the Email Get Tracked?
- Does Sales Insight Actions Have an iPhone or Android App?
- How Can I Allowlist Sales Insight Actions on My Server?
- How Do I Fix “We Were Unable to Authenticate Your Request” When Connecting to Salesforce?
- How Do I Prevent Self Views?
- How Does Location Tracking Work?
- How Does Sales Insight Actions Handle Email De-Duping?
- I Got Locked out of My Account. What Do I Do?
- Which Browsers Does Sales Insight Actions Support?
- What Are the Sales Insight Actions Terms of Service?
- Why Aren’t Any of My Contacts Getting Pushed to Sales Insight Actions?
- Why Aren’t My Dynamic Fields Filling Out?
- Why Aren’t My Sales Activities and Activity Fields Syncing to Salesforce?
- Why Can’t I Delete a Contact?
- Why Didn’t All of My Contacts Get Pushed to Sales Insight Actions?
- Why Do My Emails Get Marked as Spam?
- Why Has My Campaign Ended?
- Why Is Tracking Activity Not Showing in Salesforce Activity?
- Integrations
- Marketo
- People
- Phone
- Send a Sales Email
- Tasks
- Templates
- Using MSI
- MSI Chrome Plugin
- MSI for Microsoft Dynamics
- Features
- Installing
- Download the Marketo Sales Insight Solution for Microsoft Dynamics
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2011
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2013
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2015
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 365
- Install and Configure Marketo Sales Insight in Microsoft Dynamics Online
- Setting up and Using
- Uninstalling
- Updating
- MSI for Salesforce
- Installation
- Configuration
- Configure Marketo Sales Insight in Salesforce Enterprise/Unlimited
- Configure Marketo Sales Insight in Salesforce Professional Edition
- Configuration for Existing Customers
- Marketo Sales Insight Configuration Tab in Salesforce
- Add Marketo Tab to Salesforce
- Sales Insight Page for Marketo Admins
- Add Sales Insight Permission Set
- Remove Sales Insight Access
- Add Sales Insight Access to Profiles
- Add Bulk Action Buttons to Salesforce Classic
- Bulk Actions in Salesforce Lightning
- Features
- MSI for Mobile
- Upgrading
- MSI Outlook Plugin
- Authorize the Marketo Outlook Plugin
- Install the Marketo Add-in for Outlook with an Enterprise Key
- Install the Marketo Email Add-in for Outlook with a Registration Code
- Issue a Marketo Email Add-in License
- Marketo Outlook Plugin Installation by IT
- Marketo Outlook Plugin Uninstall by IT
- Send and Track an Email with the Email Add-In for Outlook
- Send and Track from Outlook Using a Marketo Template
- Specify Marketo Sales Insight Plugin Admins
- Upgrade your Marketo Email Add-In for Outlook
- Sales Insight for Non-Native MS Dynamics Integrations
- Sales Insight for Non-Native Salesforce Integrations
- Actions
- Mobile Marketing
- Admin
- In-App Messages
- Push Notifications
- Adding a New Test Device
- Configure Mobile Push Notification
- Create a Push Notification
- Delete Mobile Push Notification
- Edit Mobile Push Notification
- Preview a Push Notification
- Send a Mobile Push Notification
- Send a Push Notification Sample
- Understanding Push Notifications
- View the Push Notification Dashboard
- Vibes SMS Messages
- Personalization
- Predictive Content
- Reporting
- Reporting Overview
- Basic Reporting
- Creating Reports
- Editing Reports
- Report Activity
- Build a People Performance Report with Mobile Platform Columns
- Change the Expiration Time for URLS in Report Emails
- Clone a Report to Group Reports
- Clone a Report
- Delete a Report
- Display People or Anonymous Visitors in Web Reports
- Drill Down in a People Performance Report
- Export a Report to Excel
- Filter a Campaign Activity Report
- Filter Assets in a Campaign Email Reports
- Filter Assets in an Email Report
- Group Person Reports by Attribute
- Report Email, Campaign Performance Across Workspaces
- Share a Model Across Workspaces
- Tracking Anonymous Activity and People
- Report Subscriptions
- Report Types
- Email Insights
- Performance Insights
- Revenue Cycle Analytics
- Email Analysis
- Opportunity Influence Analyzer
- Program Analytics
- Advanced Program Reporting Overview
- Build a Program Membership Analysis Report that Lists Leads
- Clone a Program Analyzer
- Compare Channel Effectiveness with the Program Analyzer
- Compare Program Effectiveness with the Program Analyzer
- Create a Program Analyzer
- Explore Program & Channel Details with the Program Analyzer
- Make a Program Without a Period Cost Available in Revenue Explorer and Analyzers
- Override Analytics Behavior at the Program Level
- Understanding the Program Cost Analysis Area
- Understanding the Program Membership Analysis Area
- Understanding the Program Opportunity Analysis Area
- Understanding the Program Revenue Stage Analysis Area
- Revenue Cycle Models
- Approve/Unapprove a Revenue Model
- Editing Your Approved Model
- Approving Stages and Assigning Leads to a Revenue Model
- Changing the Name of a Stage
- Cloning a Marketo Example Revenue Model
- Create a New Revenue Model
- Create a Success Path Analyzer
- Enable Custom Field Groups for Model Performance Analysis (Leads)
- Find all Leads in a Revenue Cycle Model
- Merging Two Stages in the Revenue Modeler
- Report on Your Revenue Model
- Set Google AdWords Conversions in the Revenue Model with a Manager Account
- Set Google AdWords Conversions in the Revenue Model
- Start Tracking by Account in the Revenue Modeler
- Understanding Revenue Model Phases
- Understanding Revenue Model Success Path
- Understanding Revenue Models
- Using Revenue Model Gate Stages
- Using Revenue Model Inventory Stages
- Using Revenue Model SLA Stages
- Using Revenue Model Transitions
- Using the Success Path Analyzer
- Revenue Explorer
- Adding Custom Measures to a Revenue Explorer Report
- Adding Fields to a Revenue Explorer Report
- Create a Revenue Explorer Report
- Customize and Display Heat Grids
- Deleting a Field in a Revenue Explorer Report
- Exporting a Revenue Explorer Report
- Graphing Results From Revenue Explorer
- Revenue Explorer Report Types
- Saving a Revenue Explorer Report
- Subscribe to a Revenue Explorer Report
- Sync Custom Fields to the Revenue Explorer
- Understanding Opportunity Analysis in Revenue Explorer
- Using Dashboards in Revenue Explorer
- Revenue Tools
- Target Account Management
- Web Personalization
- Account-Based Web Marketing
- Getting Started
- RTP Tag Implementation
- Deploy the RTP JavaScript
- Enabling or Disabling the RTP JavaScript Tag
- Implementing RTP on Marketo Landing Pages
- Implementing RTP on Wordpress Enterprise
- Implementing RTP on Wordpress
- Implementing RTP using Adobe Tag Manager
- Implementing RTP using Google Tag Manager
- Implementing RTP using Tealium Tag Manager
- Reporting for Web Personalization
- Understanding Web Personalization
- Using Templates
- Using Web Segments
- Website Retargeting
- Working with Web Campaigns
- AB Test Your Web Campaign
- Adding a Target URL to a Web Campaign
- Archive a Web Campaign
- Clone a Web Campaign
- Create a New Dialog Web Campaign
- Create a New In Zone Web Campaign
- Create a New Widget Web Campaign
- Define a Smart List for Web Personalization Activities
- Delete a Web Campaign
- Edit an Existing Web Campaign
- Embed a Form into a Web Campaign
- Export Web Campaign Data
- Filter Web Campaigns
- Label Your Web Campaigns
- Launch/Pause a Web Campaign
- Preview and Test a Web Campaign
- Prioritizing Web Campaigns
- Schedule a Web Campaign
- Set How Your Web Campaign Displays
- Sort Web Campaigns by Latest or Top Performing
- Using the Web Personalization Rich Text Editor
- View Web Campaigns from a Specific Label
- Additional Apps
- Release Notes
Documentation
SFDC Sync: Converting a Lead into a Contact in Salesforce
Imagine three different scenarios in Salesforce: (not using the Convert Person flow step in Marketo)
-
Converting a Lead into a new contact and new account
-
Converting a Lead into a new contact in an existing account
-
Converting a Lead to an existing contact in an existing account (this works identical to merging)
In all three cases you end up with 1 contact and no leads in Salesforce and 1 contact and no people in Marketo.
In Marketo, the record will now have an SFDC Type = Contact.
TIP
When converting in Salesforce, make sure your lead custom fields are mapped well. You don’t want to lose any data.
You can trigger and filter using: “Lead is Converted” and “Lead was Converted.”
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