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.

  • We require additional permissions for Campaign “Create” and “Update” in your CRMs.

  • 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

FieldsStandard/CustomReadWrite
IdStandardx
EmailStandardx
StatusStandardx
CreatedDateStandardx
LastModifiedDateStandardx
ConvertedDateStandardx
ConvertedContactIdStandardx
ConvertedOpportunityIdStandardx
IsConvertedStandardx
IsDeletedStandardx
WebsiteStandardx
CompanyStandardx
bizible2__Account__cCustomxx

Contact

FieldsStandard/CustomReadWrite
AccountStandardx
IdStandardx
EmailStandardx
Created DateStandardx
IsDeletedStandardx
LastModifiedDateStandardx

Account

FieldsStandard/CustomReadWrite
IdStandardx
WebsiteStandardx
LastModifiedDateStandardx
IsDeletedStandardx
bizible2__Engagement_Score__cCustomxx

Opportunity

FieldsStandard/CustomReadWrite
NameStandardx
AccountStandardx
IdStandardx
CreatedDateStandardx
LastModifiedDateStandardx
IsWonStandardx
IsClosedStandardx
IsDeletedStandardx
CloseDateStandardx
StageNameStandardx
AmountStandardx
bizible2__Bizible_Opportunity_Amount__cCustomxx

Opportunity Contact Role

FieldsStandard/CustomReadWrite
IdStandardx
CreatedDateStandardx
IsDeletedStandardx
LastModifiedDateStandardx
OpportunityIdStandardx
ContactIdStandardx
IsPrimaryStandardx
RoleStandardx

Campaign

FieldsStandard/CustomReadWrite
IdStandardx
EmailStandardx
StatusStandardx
CreatedDateStandardx
LastModifiedDateStandardx
IsDeletedStandardx
WebsiteStandardx
CompanyStandardx
TypeStandardx
NameStandardxx
bizible2__UniqueId__cCustomxx

Campaign Member

FieldsStandard/CustomReadWrite
IdStandardx
CreatedDateStandardx
LastModifiedDateStandardx
IsDeletedStandardx
FirstRespondedDateStandardx
HasRespondedStandardx
ContactIdStandardx
LeadIdStandardx
IsConvertedStandardx
CampaignIdStandardx
bizible2__Bizible_Touchpoint_Date__cCustomxx
bizible2__Touchpoint_Status_Date__cCustomxx
bizible2__Touchpoint_Status_Contact__cCustomxx
bizible2__Touchpoint_Status_Leade__cCustomxx
bizible2__Touchpoint_Status_Opportunity__cCustomxx
NOTE
To ensure the precision of Marketo Measure capturing deletion events within your Salesforce account, replicable permissions for the objects below are required. Replicable permissions come standard with the following objects:
  • 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.

FieldsStandard/CustomReadWrite
bizible2__Bizible_Person__cCustomxx
bizible2__SF_Campaign__cCustomxx
bizible2__UniqueId__cCustomxx
bizible2__Marketing_Channel__cCustomxx
bizible2__Marketing_Channel_Path__cCustomxx
bizible2__Touchpoint_Type__cCustomxx
bizible2__Ad_Id__cCustomxx
bizible2__Ad_Content__cCustomxx
bizible2__Ad_Group_Id__cCustomxx
bizible2__Ad_Group_Name__cCustomxx
bizible2__Ad_Campaign_Id__cCustomxx
bizible2__Ad_Campaign_Name__cCustomxx
bizible2__Placement_Id__cCustomxx
bizible2__Placement_Name__cCustomxx
bizible2__Site_Id__cCustomxx
bizible2__Site_Name__cCustomxx
bizible2__Form_URL__cCustomxx
bizible2__Form_URL_Raw__cCustomxx
bizible2__Platform__cCustomxx
bizible2__Browser__cCustomxx
bizible2__Geo_City__cCustomxx
bizible2__Geo_Country__cCustomxx
bizible2__Geo_Region__cCustomxx
bizible2__Keyword_Id__cCustomxx
bizible2__Keyword_MatchType__cCustomxx
bizible2__Touchpoint_Position__cCustomxx
bizible2__Keyword_Text__cCustomxx
bizible2__Landing_Page__cCustomxx
bizible2__Landing_Page_Raw__cCustomxx
bizible2__Medium__cCustomxx
bizible2__Referrer_Page__cCustomxx
bizible2__Referrer_Page_Raw__cCustomxx
bizible2__Search_Phrase__cCustomxx
bizible2__Touchpoint_Date__cCustomxx
bizible2__Touchpoint_Source__cCustomxx
bizible2__Segment__cCustomxx
bizible2__Count_First_Touch__cCustomxx
bizible2__Count_Lead_Creation_Touch__cCustomxx
bizible2__Count_U_Shaped__cCustomxx
bizible2__Ad_Destination_URL__cCustomxx
bizible2__Case__cCustomxx
bizible2__Contact__cCustomxx

Marketo Measure Person

The Marketo Measure Person is a Marketo Measure Custom Object that is related to both the Lead, Contact, and Case Objects.

FieldsStandard/CustomReadWrite
bizible2__UniqueId__cCustomxx
bizible2__Lead__cCustomxx
bizible2__Case__cCustomxx
bizible2__Contact__cCustomxx
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