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How to integrate Marketo with Salesforce?

Aibanisha Lyngdoh . Oct 07, 2024

A:

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.

Oct 07, 2024

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