To integrate Marketo with Salesforce, follow the steps given below:
- Make sure you have admin access in Salesforce and Marketo
- Create a dedicated user in Salesforce
- Install the Salesforce AppExchange package for Marketo Sales Insight
- Give the Marketo sync user in Salesforce the necessary permissions
- Go to Admin > Salesforce
- Set up field mapping for opportunities, contacts, and leads
- To make sure the data flows appropriately, test the sync
- Check Marketo's sync status for any problems or faults.