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Anonymous
June 29, 2016
Question

Analytics - Revenue Data Source

I haven't been using Marketo for very long, but I've managed to synchronize our Salesforce campaigns with programs in Marketo so that it's pulling data from Sf. What I can't for the life of me figure out is how to get revenue in to the picture. It isn't pulling won MRR, and I can't even see a field for it in Marketo. Any help on this would be much appreciated!

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4 replies

Josh_Hill13
Josh_Hill13
Level 10
June 30, 2016

You need to allow the Marketo User to see revenue fields, assuming it can. Marketo can see Opps, so maybe it's not able to see the whole Opp record.

marketo cannot see or use other fields on the SFDC Campaign object though. At least not without API work.

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Anonymous
July 1, 2016

I've gone and updated permissions for the Marketo profile in SalesForce so that it can see all the MRR fields but it's still not pulling any revenue data. Any other suggestions? I figure there must be some way others are able to get the data to Marketo without doing any API work.

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Anonymous
July 1, 2016

Did you update all of your leads / contacts? When you make a field visible the records won't sync until Marketo "sees" that the contact / lead has been updated, then it will pull your info.

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