How Marketo Measure and Salesforce Interact how-marketo-measure-and-salesforce-interact
Let’s take a high-level look at the relationship between Marketo Measure and Salesforce.
Salesforce and Marketo Measure salesforce-and-marketo-measure
Once the Marketo Measure account is created and Salesforce is connected, Marketo Measure begins pushing marketing data into the CRM instance as long as the Marketo Measure managed package is installed and the Marketo Measure Salesforce user has edit permissions.
If you did not install the Marketo Measure Salesforce package, Marketo Measure will not write any data to your Salesforce instance.
By default, Marketo Measure exports 200 records per API credit each time a job sends data to your CRM. For most customers, this provides the optimal balance between API credits consumed by Marketo Measure and CPU resource requirements on the CRM. However, for customers with complex CRM configurations, such as workflows and triggers, a smaller batch size might be helpful to improve CRM performance. To this end, Marketo Measure allows customers to configure the CRM export batch size. This setting is available on the Settings > CRM > General page in the Marketo Measure web application and customers can choose between batch sizes of 200 (default), 100, 50, or 25.
When modifying this setting, keep in mind that smaller batch sizes consume more API credits from your CRM. It’s advisable to reduce the batch size only if you are experiencing CPU timeout or high CPU load in your CRM.
Salesforce Connected User Permissions salesforce-connected-user-permissions
Marketo Measure Administrator Permission Set For Dedicated User: Allows SFDC admin to perform CRUD operations on Marketo Measure objects.
View and Edit Converted Leads Permission Set: This allows Marketo Measure to decorate leads after they have been converted to contacts.
Salesforce Marketing User Checkbox: Allows users to create campaigns and use the Campaign Import Wizards.
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We require additional permissions for Campaign “Create” and “Update” in your CRMs.
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When a touchpoint is created from a web activity, we need to link it to a campaign. Since web activities don’t have corresponding CRM campaigns, we need to create one to establish this link. This applies to both lead and opportunity touchpoints. Update permission is required because the call we use is “upsert” - if the record exists, we update it; if not, we create it. This only applies to campaigns we create.
Marketo Measure Standard User: Gives a user the ability to read records from Marketo Measure objects.
Salesforce Standard Objects and Access salesforce-standard-objects-and-access
This lists the Salesforce Standard Objects that Marketo Measure interacts with, and the custom fields that we add to these objects once the connection is established and the Marketo Measure package is installed. Out of the box, Marketo Measure will NOT write into any standard Salesforce Object fields.
Lead
Contact
Account
Opportunity
Opportunity Contact Role
Campaign
Campaign Member
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Task
Marketo Measure Custom Objects in Salesforce marketo-measure-custom-objects-in-salesforce
Apart from creating custom fields on SFDC’s Standard Objects, once the Marketo Measure package is installed, it creates a couple of Custom Objects. Below is a list of these Custom Objects along with a table denoting the fields that Marketo Measure will write to.
Buyer Touchpoint
The Buyer Touchpoint is a Marketo Measure Custom Object to encapsulate the marketing interactions for Contacts, Leads, and Cases.
Marketo Measure Person
The Marketo Measure Person is a Marketo Measure Custom Object that is related to both the Lead, Contact, and Case Objects.
Buyer Attribution Touchpoint buyer-attribution-touchpoint
The Buyer Attribution Touchpoint is a Marketo Measure Custom Object to encapsulate marketing’s influence on Opportunities.
Buyer Attribution Touchpoint