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 syncs records with Leads and Contacts in Salesforce.
- These are related to Accounts, Tasks, Opportunities, and Custom Objects.
- Decide what is necessary to sync and make sure Marketo has the access required in Salesforce.
- Make sure your Custom Objects are turned on.
Check the Marketo - Salesforce Connector
In your Admin section, you can check the Integration section for Salesforce and Sales Insights. Review the following:
Credentials and Integration user
We recommending using a general alias which everyone in the marketing operations team can check: marketo@company.com
- This is also important for access to Salesforce records (see screenshot below).
Field Management
Check the sync of specific feeds.
- Pay particular attention to fields that map from lead to Contact at conversion.
- Make sure you have rules around field updates from different sources. For example, you wouldn't want to update the Source or Status of someone who is already in the system.
- One field in Marketo can sync to both Lead and Contact.
Sync Options including Activities Sync
Do you want to sync Email Clicks and other interactions to Salesforce Activities? You have to be conscious of your API limit in Salesforce
Also Check the Following
- Score Values (including how they are read in Salesforce).
- Check which actions trigger Interesting Moments.
- API configurations for SOAP and REST.
Check Marketo Permission Rights in Salesforce
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 (see screenshot below).
Pro Tip: You can block records from syncing between Marketo and Salesforce with a check-box field. Ask us how!
Check the Error Notifications
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.
Check Marketo Custom Objects
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.
Check How Marketo Pushes Leads to Salesforce
Ask these questions:
- What triggers the sync?
- Should you sync all records imported or just certain sources?
Check the Flow steps, order of operations and assignment (shown in the screenshots below).
Marketo Programs and Salesforce Campaigns
Many companies like to sync Marketo Programs with Salesforce Campaigns to measure the effectiveness of their marketing campaigns. Here are a few common practices:
- Program Members and Salesforce Campaign Members sync fully, OR
- Sync Success only to Member Status Responded
Pro Tip: Be conscious of API limits in Salesforce to know the bandwidth you have!
Run a Sync Diagnostic
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:
- Sync statistics such as new records created, updated, or skipped
- Smart list and report performance
- Top modified fields by Salesforce
- Batch and Trigger Campaign Activity per day
In Conclusion
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 that can help shave some time off.
