Create a Profile

  1. Click Setup.

  2. Type “profiles” into the Nav search bar and click the Profiles link.

  3. Click New.

  4. Select Standard User, name the profile “Marketo-Salesforce Sync” and click Save.

Set Profile Permissions

  1. Click Edit to set the security permissions.

  2. Under the Administrative Permissions section, make sure API Enabled is selected.

    TIP
    Be sure to check the Password Never Expires box.
  3. Under the General User Permissions section, make sure Edit Events and Edit Tasks are selected.

  4. Under the Standard Object Permissions section, make sure that Read, Create, Edit, and Delete permissions are checked for Accounts and Contacts.

  5. Under the Custom Object Permissions section, make sure that Read permissions are checked for Call, Call Key Message, and any other desired Custom Objects.

  6. When finished, click Save at the bottom of the page.

Previous pageStep 1 of 3: Add Marketo Fields to Veeva CRM
Next pageStep 3 of 3: Connect Marketo Engage and Veeva CRM

Marketo Engage