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
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
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.
Marketo Measure
- Overview
- Introduction to Marketo Measure
- Marketo Measure Tracking
- Configuration and Setup
- Channel Tracking and Setup
- API Connections
- Marketing Spend
- Advanced Marketo Measure Features
- Marketo Measure Discover UI
- Marketo Measure and Adobe
- Marketo Measure and Dynamics
- Marketo Measure and Marketo
- Marketo Measure Salesforce Reporting
- Marketo Measure Data Warehouse
- BI Report Templates
- Security and Compliance
- Marketo Measure Ultimate
- Miscellaneous
- Release Notes
Marketo Migration to the Adobe Admin Console - (Pre-Migration)
Experience Cloud Tech Sessions
Tuesday, Mar 4, 6:00 PM UTC
Join Adobe's Customer Experience and Identity Team to prepare for a smooth Marketo migration to the Adobe Admin Console. Learn key steps, best practices, and how to avoid roadblocks for a seamless transition.
RegisterMarketo Migration to the Adobe Admin Console - (Post-Migration)
Experience Cloud Tech Sessions
Tuesday, Mar 11, 4:00 PM UTC
Migrated Marketo to the Adobe Admin Console? Join our webinar to master key features, best practices, and troubleshooting tips. Learn how to manage users,, settings, and more. register now!
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