Marketo & Salesforce Sync Health-Check

A Marketo and Salesforce sync health check refers to the process of evaluating and ensuring the smooth synchronization of data between Marketo, a marketing automation platform, and Salesforce, a customer relationship management (CRM) system. This synchronization is critical for seamless communication and collaboration between marketing and sales teams. Here's a basic overview of what a health check might involve:

1. Data Flow Evaluation:

Review the data flow between Marketo and Salesforce. Ensure that leads, contacts, accounts, and other relevant data are being properly synced between the two systems.

2. Field Mapping:

Verify that the fields in Marketo are correctly mapped to the corresponding fields in Salesforce. This ensures that data is transferred accurately and consistently.

3. Duplication Management:

Check for duplicate records in both systems. Implement strategies to prevent duplicates and ensure that existing duplicates are identified and merged.

4. Data Integrity:

Assess the quality and completeness of the data being synced. Cleanse and update data as needed to maintain data accuracy.

5. Custom Object Sync:

If you're using custom objects in either system, ensure that the synchronization includes these objects as well.

6. Lead Assignment and Routing:

Review lead assignment rules and routing processes to ensure that leads are being assigned to the appropriate sales representatives.

7. Email and Campaign Integration:

Check that campaigns and emails created in Marketo are correctly linked to Salesforce campaigns and contacts.

8. Automation Processes:

Evaluate any automation processes set up between the two systems, such as lead scoring, nurturing, and follow-up workflows.

9. Error Monitoring and Handling:

Implement monitoring for sync errors and inconsistencies. Set up alerts to notify administrators when issues arise.

10. Integration Performance:

Assess the speed and performance of the data sync process. Optimize as needed to minimize delays and ensure real-time or near-real-time data updates.

11. User Training and Support:

Provide training to users on best practices for using both systems and for maintaining data integrity during the sync process.

12. Documentation:

Maintain comprehensive documentation outlining the sync process, field mappings, automation rules, and troubleshooting steps. This documentation is invaluable for onboarding new team members and resolving issues.

It's important to conduct regular health checks to ensure that the synchronization remains effective and accurate over time. Depending on the complexity of systems and the organization's needs, these health checks may be performed quarterly, semi-annually, or annually. Any issues identified during the health check should be addressed promptly to maintain the efficiency of marketing and sales processes.