Syncing Marketo and Salesforce: Best Practices for Data Flow

“Every time you send a record between Marketo and Salesforce, it takes up API calls and slows down the sync.”

One of the most common issues businesses face is overloading the sync with unnecessary data updates. When too many records are sent back and forth, it not only slows down the process but also increases the risk of errors, such as duplicate records or incomplete data updates.

Optimizing Syncs to Avoid Data Bottlenecks

To prevent these issues, Elicia recommends bundling data updates in Marketo before sending them over to Salesforce. Instead of syncing each time a field is updated or a campaign is launched, marketers should wait until all processes are complete and then sync the full record.

“It’s smarter to bundle all the updates in Marketo before sending the record to Salesforce, reducing errors and API call consumption.”

This approach prevents unnecessary API call consumption, avoids overloading the system, and ensures that records are transferred only when they are fully ready.

Best Practices for Data Sync Management

1. Minimize Unnecessary Syncs: Only sync records that have undergone significant changes, rather than syncing every minor update.
2. Monitor API Usage: Regularly track API call consumption to ensure you’re staying within limits and aren’t overloading the system.
3. Handle Bulk Updates Efficiently: If you’re updating large batches of data, make sure to schedule these updates during off-peak hours to prevent sync delays.

“Managing data flow between Marketo and Salesforce is all about efficiency. You want to avoid bottlenecks that slow down your operations and ensure data remains accurate across platforms.”

Ensuring seamless data integration between Marketo and Salesforce is essential for accurate reporting and effective campaign management. With Marketo managed services, businesses can implement best practices for data sync management, maintaining clean, consistent data flow across systems.

This expert approach minimizes data gaps, boosts lead tracking accuracy, and empowers teams with reliable, real-time insights to make data-driven decisions. Partnering with a Marketo managed service provider allows you to focus on strategic growth while leaving the technical sync complexities to the experts.

Conclusion

Syncing Marketo and Salesforce requires careful planning and optimization. By bundling updates and monitoring API usage, businesses can ensure a smooth data flow, preventing sync errors and ensuring data accuracy across both platforms.