Salesforce to Marketo - Current Client Lists | Community
Skip to main content
A
Anonymous
December 5, 2017
Question

Salesforce to Marketo - Current Client Lists

  • December 5, 2017
  • 1 reply
  • 1217 views

Hello all!

I am stumped. I work for a Software company and I've been using Marketo for roughly 8 months now.

I want to be able to import a current client list ONCE into Marketo from Salesforce and have it update automatically anytime those contacts are updated or removed inside of Salesforce. In essence, we want to always have the most current up-to-date list of our current clients in our Marketo account.

What is the best way to do this?

This post is no longer active and is closed to new replies.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

1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
December 5, 2017

You should move the question to Products​ (Move link at the right).

Assuming you're synchronizing with SFDC (no reason to use Marketo + SFDC if you're not) you can synchronize a Marketo Program with an SFDC Campaign. Use the Campaign w/SFDC workflow or Apex to manage membership and status.

Dan_Stevens_
Dan_Stevens_
Level 10
December 6, 2017

That's the key: the names need to be synced from SFDC to Marketo.  Importing them breaks the connection between SFDC and Marketo and treats them as separate records.  If you enter them in SFDC (which sync to Marketo by default) - or import to Marketo and do a force sync to SFDC - any updates made on the records will be reflected on the other side.

Terms & ConditionsAccessibility statement

Loading footer...