Checklist or Best Practices in Marketo sync in Salesforce | Community
Skip to main content
A
Anonymous
January 21, 2014
Question

Checklist or Best Practices in Marketo sync in Salesforce

  • January 21, 2014
  • 3 replies
  • 1214 views
Hi Guys,

Our team is starting to Sync Marketo to SalesForce. Can you give me a Checklist or Best Practices that we can use to run this thing smoothly. Thank you!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

3 replies

A
Anonymous
January 21, 2014
The guide "Setting up Salesforce.com Integration" is the best reference to start the integration:
community.marketo.com/MarketoArticle?id=kA050000000KyrUCAS
Josh_Hill13
Josh_Hill13
Level 10
January 21, 2014
This may help a bit on the Marketo side
http://www.slideshare.net/jdavidhill/06-managing-your-marketo-102

Breno's link is the best one.

The other thing I'd point out is to make sure your lead lifecycle is ready on the SFDC side. If you make changes before integration, things will go more smoothly in the future. But you can still make adjustments later.
A
Anonymous
January 21, 2014
There's also a video that runs through the setup in the univerity tab under courses.
Terms & ConditionsAccessibility statement

Loading footer...