MCA CRM Integration 3 — Questions and Answers
Question 1: A sales rep updates a lead's phone number directly in Salesforce. How will this change appear in Marketo?
- It will never sync unless triggered manually
- It will sync during the next scheduled sync cycle if the phone field is mapped (Correct answer)
- Marketo will reject the change because Salesforce is not the master
- It will sync only if a Marketo smart campaign is active
Correct answer: It will sync during the next scheduled sync cycle if the phone field is mapped
Salesforce field changes sync to Marketo automatically during the next polling cycle, provided the field is mapped.
Question 2: Which of the following is a reason to use 'Sync to Salesforce' as a flow step in a Marketo campaign?
- To force an immediate sync of a record rather than waiting for the next cycle (Correct answer)
- To delete the Salesforce record
- To change the Salesforce record owner
- To create a Salesforce report
Correct answer: To force an immediate sync of a record rather than waiting for the next cycle
'Sync to Salesforce' forces an immediate sync of the Marketo person record, bypassing the standard polling interval.
Question 3: In Marketo-Salesforce integration, what does 'blocking a field' mean?
- Preventing a field from being displayed on landing pages
- Preventing Salesforce from overwriting a Marketo field value (Correct answer)
- Hiding a field from the sales team view
- Encrypting a field for compliance purposes
Correct answer: Preventing Salesforce from overwriting a Marketo field value
Blocking a field in Marketo prevents Salesforce from overwriting the Marketo value, useful when Marketo is the system of record for that data.
Question 4: When assigning a Salesforce owner to a new lead synced from Marketo, which Marketo flow step is typically used?
- Set CRM Owner
- Change Owner (Correct answer)
- Assign to Sales
- Assign to User
Correct answer: Change Owner
'Change Owner' is the Marketo flow step used to assign a Salesforce user as the owner of a lead or contact record.
Question 5: What is the purpose of the Marketo 'Custom Sync Filter' in a Salesforce integration?
- To prevent specific Salesforce records from syncing into Marketo based on a field condition (Correct answer)
- To filter spam records from Marketo forms
- To create separate sync queues per campaign
- To limit which Marketo users can edit synced records
Correct answer: To prevent specific Salesforce records from syncing into Marketo based on a field condition
A Custom Sync Filter uses a Salesforce field value to control which records are eligible to sync into Marketo, reducing noise from unwanted records.
Question 6: Which activity is logged in Marketo's activity log when a Salesforce task is created via the 'Create Task' flow step?
- Task Created (Correct answer)
- CRM Task Logged
- Interesting Moment
- Sales Activity Recorded
Correct answer: Task Created
Marketo logs a 'Task Created' activity in the person's activity log when the 'Create Task' flow step executes successfully.
Question 7: A Marketo-Salesforce integration stops syncing. Which first step should you take to diagnose the issue?
- Re-install the Marketo managed package
- Check the sync status and error log in Marketo Admin > Salesforce (Correct answer)
- Delete and recreate the Salesforce Sync User
- Clear all Marketo smart campaigns
Correct answer: Check the sync status and error log in Marketo Admin > Salesforce
The first diagnostic step is reviewing the sync status and error log under Marketo Admin > Salesforce, which surfaces permission or API errors.
MCA CRM Integration 3
A sales rep updates a lead's phone number directly in Salesforce.
How will this change appear in Marketo?