Testing the Marketo Measure Integration with a Salesforce Sandbox
- Topics:
- Salesforce
One of the Marketo Measure core functionalities is its ability to track your digital marketing efforts through actions on your website and then pushing that data to your production Salesforce org through Leads and Contacts. However, typically there are not inbound Leads created from your website within a Sandbox integration so the focus on data will be from a purely offline standpoint.
Here are the two sources referenced for both phases of the testing. Steps 1-4 and Steps 5-6. It is recommended to review these documents as they provide more detail in some areas.
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You need to create some leads in a CSV so that you can upload them to a Campaign. The way to do this is to export some Leads through a report in your production Salesforce. Otherwise, you can manually create Leads in an Excel file and then save it as a CSV for import. You only need about 20 records. The file must have the following columns:
- Company
- Last Name
- First Name (optional but recommended)
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Log in to your Sandbox environment.
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Create a test campaign. Use a campaign type such as Event or Newsletter.
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Once the campaign is created, upload Leads as Campaign Members by selecting Manage Members > Add Members > Import Files.
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After that is complete, back on the Campaign page layout, you will “Enable Buyer Touchpoints” which is a picklist field. Choose the value: Include All Campaign Members.
After this is done, it kicks off a sync between Marketo Measure and Salesforce and applies touchpoints to the Lead records. It’s recommended to check back the next day through a report called: “Buyer Touchpoint on Leads” found in the Buyer Touchpoints Reports folder within the Reports tab. If the report is populating a touchpoint for each Lead, this is a sign of success.
Marketo Measure
- Overview
- Introduction to Marketo Measure
- Marketo Measure Tracking
- Setting Up Tracking
- Best Practices for Implementing Marketo Measure JavaScript
- Adding Marketo Measure Script
- Adding Marketo Measure Script via Google Tag Manager
- Data Collected by JavaScript
- Adding Marketo Measure Script to Different Form Providers
- Adding Marketo Measure JavaScript to Pardot
- Adding Marketo Measure Script to Lightbox Forms
- Adding Marketo Measure Script to Sitecore Pages
- Adding Marketo Measure Script to Uberflip Forms
- Adding Marketo Measure to Act-On Forms
- Adding Marketo Measure to Hubspot
- Adding Marketo Measure to Marketo Landing Pages
- AJAX Form Handling
- Connecting Marketo Measure to Unbounce Script Manager
- IFrame Forms and Marketo Measure
- Excluding Marketo Measure from Specific Forms
- Marketo Measure Cookies
- Definition of Marketo Measure Web Sessions
- Best Practices for Testing
- Setting Up Tracking
- Configuration and Setup
- Getting Started with Marketo Measure
- Marketo Measure and Salesforce
- Marketo Measure Salesforce Package Installation and Set Up
- Salesforce Package Consolidation
- Connect Marketo Measure to Salesforce
- Best Practices for Marketo Measure CRM Package
- Marketo Measure Salesforce Objects
- Error Handling for CRM Exports
- How Marketo Measure and Salesforce Interact
- Marketo Measure Object and Field Taxonomy
- Marketo Measure Fields on Standard Salesforce Objects
- Page Layout Instructions
- Hiding Unnecessary Report Types
- Creating a Marketo Measure Profile
- Marketo Measure Permission Sets
- Recommended Salesforce Permissions for Marketo Measure Connected User
- Sandbox Testing
- Marketo Measure Insights (Canvas App)
- Channel Tracking and Setup
- API Connections
- Marketing Spend
- Advanced Marketo Measure Features
- Marketo Measure Discover UI
- Dashboards
- Discover Dashboard Basics
- New Discover Dashboard Guide
- Dashboard Data Visibility Policy
- Attributed Opportunity Dashboard
- Attributed Revenue Dashboard
- Engagement Dashboard
- Keyword ROI Dashboard
- Lead Velocity Dashboard
- Opportunity Velocity Dashboard
- Passport Dashboard
- Revenue Overview Dashboard
- ROI Dashboard
- Web Traffic Dashboard
- Dashboards
- 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
- Other Related Resources
- Marketo Measure Maintenance
- Marketo Measure Resource List
- Call Tracking Integration
- Difference between a Google Analytics Conversion and a Buyer Touchpoint
- Email Tracking Parameter
- Granting Salesforce Access to Marketo Measure Support
- Privacy Request
- Remove Marketo Measure Tracking Parameters from the Landing Page URL in Google Analytics
- Transitioning to Marketo Measure from Full Circle
- Other Related Resources
- Release Notes
Marketo Migration to the Adobe Admin Console - (Pre-Migration)
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