MCA CRM Integration 2 — Questions and Answers
Question 1: When Marketo syncs a field update from Salesforce, what determines the direction of data flow?
- Marketo always overwrites Salesforce
- Salesforce always overwrites Marketo
- Field-level sync settings and which system was updated last (Correct answer)
- The field with the longest character value wins
Correct answer: Field-level sync settings and which system was updated last
Field-level sync rules and the most recent update timestamp govern which system's value takes precedence.
Question 2: Which Salesforce object type does Marketo treat as the primary record for B2B lead management?
- Opportunity
- Contact and Lead (Correct answer)
- Account
- Campaign Member
Correct answer: Contact and Lead
Marketo maps to both Salesforce Lead and Contact records as primary person objects for B2B processes.
Question 3: A Marketo smart campaign uses the trigger 'Lead is Updated' in Salesforce. What must be true for this trigger to fire?
- The change must originate from a Marketo form fill
- The field changed must be mapped between Marketo and Salesforce (Correct answer)
- The lead must have an open opportunity
- The sync user must have admin rights
Correct answer: The field changed must be mapped between Marketo and Salesforce
Only changes to fields that are mapped in the Marketo-Salesforce field mapping will trigger 'Lead is Updated' in Marketo.
Question 4: What happens to a Marketo person record when the corresponding Salesforce lead is converted to a contact?
- The Marketo record is deleted
- Marketo creates a duplicate person record
- The Marketo record re-links to the new Salesforce Contact record (Correct answer)
- The Marketo record is archived automatically
Correct answer: The Marketo record re-links to the new Salesforce Contact record
Upon lead conversion, Marketo re-associates the person record to the resulting Salesforce Contact, preserving activity history.
Question 5: Which Marketo flow step is used to push a person from Marketo into a Salesforce campaign?
- Sync to CRM
- Add to SFDC Campaign (Correct answer)
- Push to Salesforce
- Create Task in CRM
Correct answer: Add to SFDC Campaign
'Add to SFDC Campaign' is the dedicated flow step for associating a Marketo person with a Salesforce campaign.
Question 6: In Marketo's CRM sync, what is the role of the 'Marketo Sync User' in Salesforce?
- It is a read-only reporting user
- It is the dedicated API user whose credentials authenticate the sync connection (Correct answer)
- It sends automated emails from Salesforce
- It manages Salesforce workflow rules triggered by Marketo
Correct answer: It is the dedicated API user whose credentials authenticate the sync connection
The Marketo Sync User is a dedicated Salesforce API user whose credentials are used to authenticate all data sync operations between the two platforms.
Question 7: What is the maximum frequency at which Marketo syncs data changes to and from Salesforce by default?
- Every 24 hours
- Every 1 hour
- Approximately every 5 minutes (Correct answer)
- Real-time, instantly
Correct answer: Approximately every 5 minutes
Marketo's standard CRM sync runs approximately every 5 minutes, polling for changes on both sides.
MCA CRM Integration 2
When Marketo syncs a field update from Salesforce, what determines the direction of data flow?