A comprehensive way to check how Marketo and Salesforce sync data and what issues you should check for
In this article you will learn how to troubleshoot the data syncing between Marketo and Salesforce.
Learn how your CRM and marketing automation platform can better operate in tandem. By taking a look under the hood, you will benefit from a solid review of your data flow between Marketo and Salesforce and you will discover opportunities for improvement and lean better ways.
How the Sync Works in a Nutshell
Marketo sync’s People records with Leads and Contacts in Salesforce. These are related to Accounts, Tasks, Opportunities and Custom Objects. Decide what is necessary to synch and make sure Marketo has the access required in Salesforce. Make sure your Custom Objects are turned on.
In your Admin section you can check the Integration section for Salesforce and Sales Insights. Review the following:
Marketo can only read data that Salesforce user privileges allows it to access. Make sure you check the user permissions for the sync user. At least the Marketing User checkbox must be enabled.
Pro Tip: You can block records from syncing between Marketo and Salesforce with a check-box field. Asks us how!
You can work off the error notifications log to troubleshoot red flags. You will see in the error details a description why certain fields are not syncing and for which records.
Marketo can read records from Salesforce Custom Objects related to Leads, Contacts and Accounts. If you would like to check they are synced then they make sure they are turned on. Head over to your Salesforce Object Sync
Many companies like to sync Marketo Programs with Salesforce Campaigns to measure the effectiveness of their marketing campaigns. Here are a few common practices:
Pro Tip: Be conscious of API limits in Salesforce to know the bandwidth you have
Working with Marketo support you will be able to run more comprehensive diagnostic to understand which fields synch and at what time. You can pin down to specific campaigns that need to be investigated:
You will understand
Once you review all these points including connector, user privileges, sync flow steps, fields and custom objects you will have a better understanding of what issues are occurring. The Macro team is here to help so just reach out if you’d like a professional review to shave you time.