Connect Marketo Measure to Salesforce connect-marketo-measure-to-salesforce

This article provides an overview of how to connect your Salesforce account to your Marketo Measure account.

Connecting Marketo Measure with Salesforce connecting-marketo-measure-with-salesforce

  1. Use an incognito browser to log in to Marketo Measure.

  2. In the menu bar at the top of the screen, navigate to My Account and click the Settings option.

  3. In the column of setting options on the left, click Connections located under the Integrations section.

  4. Under the CRM section in Connections, click Set Up New CRM Connection.

  5. A pop-up window appears asking you to Select CRM connection. Click Connect next to the Salesforce logo.

  6. A final pop-up window appears, asking you for your Salesforce credentials, sandbox, or production. Enter your information and click Authorize to connect the account to Marketo Measure.

Marketo Measure can only be connected to one Salesforce instance at a time.
  • A Marketo Measure instance can be connected to an SFDC Sandbox Instance to test the integration before switching the connection to your SFDC Production Instance.
  • If you test first with an SFDC Sandbox, we highly recommend you test with one which is an exact replica of your SFDC production instance in terms of fields on the Lead, Contact, Account, Opportunity, Campaign, and Case objects. If you have any active APEX triggers in production which fire on updates to the Lead, Contact, Account, Opportunity, Campaign and Case objects, you should try to have them active in your sandbox.
  • Once you are done with testing, you update your Marketo Measure account to point at your Production Salesforce (instead of Sandbox Salesforce). Due to the way the integration was built, once a Marketo Measure account is connected to Production Salesforce, you cannot go “backwards” and connect to a Sandbox Salesforce org.

API Credits Usage api-credits-usage

Marketo Measure employs a CRM integration task to interface with a client’s Salesforce through an Integrated User. All data exchanges via this user uses Salesforce API credits. You have the capability to allocate a credit quota to an integration user, which serves to regulate excessive API calls. This quota or limit is reset every 24 hours.

You can access this limit in Marketo Measure via: My Account > Settings > CRM > General > Daily CRM API limit, and can configure it for your tenants.

Setting a Limit for API Credits setting-a-limit-for-api-credits

  1. Navigate to My Account > Settings.

  2. Under CRM, click General. You see the Daily CRM API limit option.

  3. Click the Lock icon to edit.

  4. Enter a desired limit equal to or greater than 100,000. Click Save when done.

To increase available Salesforce API credits for your connected solution, contact your Salesforce admin and reference this Salesforce document.