e6615dd679b5dd0c3e60c20085706f392a9af2cb

Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

Discussion created by e6615dd679b5dd0c3e60c20085706f392a9af2cb Champion on Jun 28, 2016
Latest reply on Feb 3, 2017 by e6615dd679b5dd0c3e60c20085706f392a9af2cb

It's been a very long time since the last improvement to the Salesforce connector. Browsing the community product and Idea sections enables to see how much some improvement is needed. So I wrote this recap on all the ideas that would really make a difference and enable the Marketo / SFDC connector to widen the gap again with the competition, which has been catching up over the past 2 years.

 

The first item would be an increase in performance, as we just got for MQS Dynamics in the Spring'16 release (Release Notes: Spring '16 - Marketo Docs - Product Docs). And this is especially true for the campaign member table that can be really huge!

 

This long list is also there for the reader to vote for them!

 

Setup, mapping and general features

The first areas on which some improvement is the data schema management and mapping:

 

Custom objects

We also need some strengthening of the way custom objects are mapped and handled:

 

User object

The way the user object is handled needs a serious enhancement:

 

SFDC Campaigns and Marketo programs

On the chapter of how Marketo programs interact and sync with SFDC campaigns, a lot has to be done:

 

SFDC campaign filtering and triggering

A few enhancements would be welcome in the way we can leverage SFDC campaigns in filters and triggers:

 

Task creation

Task / activity creation needs also a serious improvement:

 

Lead/contact assignment

Lead assignment mechanism is by far too limited to enable to manage all the complexities of the most flexible organization. In these advanced SFDC users, at minimum, some lead assignment rules have been set up but very often some complex logic has been created, for instance to attach leads to accounts before they are converted. So:

 

Sync management & troubleshooting

Last but not least, we really need some improvement in how we can manage the sync and troubleshoot any issue:

 

 

I'll probably also compile a list of improvement that we would need to see coming on Marketo Sales Insight...

 

-Greg

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