Step 2 of 3: Create a Veeva CRM User for Marketo Engage step-2-of-3-create-a-veeva-crm-user-for-marketo-engage
In this article, you’ll customize field permissions with a Veeva CRM Page Layout and create a Marketo-Veeva CRM sync user.
Set Page Layouts set-page-layouts
Following these steps will allow the Marketo sync user to update the custom fields.
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Click on the Account (Person account) page layouts in the Nav search bar without pressing Enter, and click Page Layout under Contacts.
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Click Page Layouts.
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Click HCP - Professional.
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Click and drag a new Section into the page layout.
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Enter “Marketo” for Section Name and click OK.
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Click and drag the Score field into the Marketo section.
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Repeat the above step for the following fields:
- Inferred City
- Inferred Company
- Inferred Country
- Inferred Metropolitan Area
- Inferred Phone Area Code
- Inferred Postal Code
- Inferred State Region
note note NOTE These fields need to be on the page layout so that Marketo can read/write to them. note tip TIP Create two columns for the fields by dragging down to the right side of the page. You can move fields from one side to the other to balance the column lengths. -
When you’re done with the HCP-Professional Layout, click Save.
note note NOTE Repeat this for other Account page Layouts.
Create a Profile create-a-profile
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Click Setup.
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Type “profiles” into the Nav search bar and click the Profiles link.
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Click New.
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Select Standard User, name the profile “Marketo-Salesforce Sync” and click Save.
Set Profile Permissions set-profile-permissions
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Click Edit to set the security permissions.
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Under the Administrative Permissions section, make sure API Enabled is selected.
note tip TIP Be sure to check the Password Never Expires box. -
Under the General User Permissions section, make sure Edit Events and Edit Tasks are selected.
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Under the Standard Object Permissions section, make sure that Read, Create, Edit, and Delete permissions are checked for Accounts and Contacts.
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Under the Custom Object Permissions section, make sure that Read permissions are checked for Call, Call Key Message, and any other desired Custom Objects.
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When finished, click Save at the bottom of the page.
Set Field Permissions set-field-permissions
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Discuss with your marketers to find out what custom fields are necessary to sync.
note note NOTE This step will prevent fields you don’t need from showing up in Marketo, which will reduce clutter and speed up sync. -
In the profile detail page, go to Field-Level Security section. Click View to edit the accessibility for the Contact and Account objects.
note tip TIP You may configure other objects according to your organization’s needs. -
For each object, click Edit.
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Locate the unnecessary fields, make sure that Read Access and Edit Access are unchecked. Click Save when done.
note note NOTE Only edit the accessibility for the custom fields. -
After you finish disabling all unnecessary fields, check Read Access and Edit Access for the following object fields. Click Save when done.
Create Sync User create-sync-user
Marketo requires credentials to access Veeva CRM. This is best done with a dedicated user created with the steps below.
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Enter “users” in the Nav search bar, and click Users under Manage Users.
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Click New User.
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Fill in the required fields, select the User License: Salesforce, set the Profile: Marketo Sync User and click Save.
Excellent! Now you have an account that Marketo Engage can use to connect to Veeva CRM. Let’s do it.