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May 12, 2014
Question

Marketo Role in Salesforce

  • May 12, 2014
  • 2 replies
  • 626 views
We know we need a specific Marketo User and Profile in SFDC. Do we need a Marketo specific Role?

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2 replies

May 12, 2014
No, just the User and Profile. You may want to review the Role the user Should have though.
May 12, 2014
You would create or assign a customer Role only if there is a subset of records that don't want Marketo to have visibility/access to.