Marketo Measure CRM Packageless Integration marketo-measure-crm-packageless-integration

Not all Marketing teams want (or have access) to run marketing reporting out of the CRM, whether it’s because of limited access, CRM ownership, longer time to value, or legal implications. Going down the path of Marketo Measure Quick Start gives you the ability to effectively implement and run Marketo Measure with as little reliance on the CRM as possible.

Standard Marketo Measure Installation standard-marketo-measure-installation

Through the standard Marketo Measure installation, you are required to install a Salesforce Package or a Microsoft Dynamics Managed Solution. The installation includes custom objects/entities and custom fields that are added to the CRM that Marketo Measure can then write data to.

A packageless integration with Marketo Measure is for customers who don’t want to create custom objects/entities or custom fields in your CRM. It’s also a good option for customers who are using an external Data Warehouse.

Permissions permissions

A Marketo Measure CRM packageless integration still requires access to standard CRM objects such as Leads and Contacts. It is recommended that a dedicated user serve as the connected user, as they have the proper data access privileges.

To ensure that all data is properly pulling from your CRM, we require the following security and accessibility settings: View All Data for the Profile of the dedicated user. This permission set gives Marketo Measure the access needed to download data from standard objects. This permission set is at profile level.

Setup up your Identity Provider and Data Connections setup-your-identity-provider-and-data-connections

In the guides below, skip the steps to install the Salesforce package or Microsoft Dynamics Managed Solution and follow only the permissions and integration instructions.

Salesforce customers click here.

Microsoft Dynamics customers click here.

After you complete these steps, the integration should be operational. If you run into any issues, contact your Marketo Measure representative or Marketo Support.

If you start with the Marketo Measure CRM packageless integration you are able to install the Salesforce package or Microsoft Dynamics Managed Solution later.