MCA CRM Integration 4

Question 1

Which Salesforce feature must be enabled for Marketo's 'Sales Insight' to display Marketo data within Salesforce lead and contact records?

Accepted Answer

Marketo Sales Insight managed package installed in Salesforce

Answer

Marketo Sales Insight requires installation of the Marketo managed package in Salesforce, which adds Interesting Moments and scoring data to lead/contact views.

Question 2

In the context of Marketo-Salesforce sync, what is an 'orphaned record'?

Accepted Answer

A Marketo person whose linked Salesforce record has been deleted

Answer

An orphaned record in Marketo refers to a person record that previously had a Salesforce link, but the corresponding Salesforce record was deleted, leaving the Marketo record unlinked.

Question 3

When using Microsoft Dynamics as the CRM with Marketo, which sync entity in Dynamics maps to a Marketo person record?

Accepted Answer

Lead or Contact

Answer

Like Salesforce, Marketo maps Dynamics Lead and Contact entities to Marketo person records for bidirectional sync.

Question 4

A marketer wants to pass a Marketo score to Salesforce and notify the rep when a lead reaches 100 points. Which combination of tools is most appropriate?

Accepted Answer

Marketo smart campaign 'Sync to Salesforce' + Salesforce workflow rule email alert

Answer

A Marketo smart campaign syncs the score to Salesforce, and a Salesforce workflow rule then triggers the rep notification when the score field meets the threshold.

Question 5

Which field in Marketo is used to track whether a person record originated from Salesforce?

Accepted Answer

SFDC Type

Answer

'SFDC Type' in Marketo indicates whether the person is a Salesforce Lead or Contact, revealing the record's CRM origin.

(MCA) Marketo Certified Associate Practice Test

(MCA) Marketo Certified Associate Practice Test

MCA CRM Integration 4