Managing Data Integration and Syncing with Salesforce in Marketo

These challenges can cause significant delays or errors in data syncing, affecting the performance of campaigns and reporting accuracy.

“Salesforce is great… but custom object syncing with other platforms can be horrifying.”

This article will explore how businesses can overcome challenges with data integration and syncing in Marketo, focusing on solutions for working with both Salesforce and other platforms that may not offer native integrations.

Best Practices for Data Integration

Robyn emphasizes that while Salesforce and Marketo are well integrated, businesses need to be careful when syncing custom objects. 

Data mismatches or improper syncing can lead to incorrect reporting and campaign execution failures. 

By setting up clear data syncing protocols and testing integrations thoroughly, her team ensures that data flows smoothly between platforms.

“It’s important to double-check the syncing process for custom objects to make sure everything is mapped correctly—otherwise, you’ll end up with broken workflows.“

For businesses working with platforms that don’t have native integrations, Robyn recommends using middleware tools to bridge the gap. Leveraging Marketo consulting services can help ensure these integrations are seamless and effective, enabling data flow across platforms to support comprehensive marketing strategies.

These tools can help sync data across platforms, ensuring that Marketo and Salesforce remain aligned even when dealing with non-native systems.

Conclusion

Data integration between Marketo and Salesforce is essential for accurate reporting and campaign execution. By following best practices for syncing custom objects and using middleware for non-native platforms, businesses can ensure smooth data flows and avoid common integration pitfalls.