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Adobe Marketo Engage Champion Deep Dive - SFDC CRM Synch V2 & Usage Dashboards
- 2. Adobe Marketo EngageUser Group House Rules To ensure our MUGs stay user-focused and a safe space for members of the Marketing Nation to learn, network, and problem solve, we ask that all MUG attendees follow these rules: • No self-promotion or pitching of any kind is permitted at MUG events • Don’t contact people outside of the User Group without their consent • If MUG members share their use case at the User Group, please don’t share that information without their consent
- 3. This MUG Meetingis being Recorded. • To ensure that we are abiding by the MUG Code of Conduct, we are informing all user group attendees at Deep Dive MUG meeting on 24/1/2025 date that this meeting will be recorded and posted on the MUG YouTube Channel to promote training, education, and future learning. • If you do not wish to participate in a LIVE recorded session, please feel free to watch the recording at a later time, which will be linked after the meeting concludes, and send us any questions you may have to Advocacy@adobe.com.
- 4. Stay connected withour chapter! Sign up for Bevy – the new tool for Adobe Marketo Engage User Groups! • Step 1: Navigate to https://mugs.marketo.com/adobe-deep-dive-mug/ • Step 2: Create an account using the email associated with your Adobe Marketo Engage Account Once you’ve joined the chapter you’ll receive notifications and reminders about new events that the chapter has posted!
- 5. Adobe Marketo EngageDeep Dive Enhanced Visibility & Control: Salesforce background synch upgrade & Usage Monitoring Ajay Sarpal Panelist Unicorn MarTech DBA Ajay Sarpal Founder and CEO 25, April 2025| 07:00 am PT, 10:00 am ET, 02:00 pm GMT, 07:30 pm IST Miray Vu Panelist Qualcomm Senior Marketing Operations Manager Ather Rizvi Panelist Adobe Senior Product Manager
- 6. Outline What isthe Sync Backlog? Common Causes of Sync Backlogs Why Monitoring Matters Accessing Sync Stats in Marketo Engage Understanding the Metrics: Sync Backlog Trend (5-Day View) Sync Throughput & Backlog (24-Hour View per Object) Best Practices for Management & Prevention Key Takeaways & Next Steps COMING SOON….Self Service Dashboard COMING SOON…. Background Sync Q&A
- 7. What is theSync Backlog? Records pending synchronization between Salesforce and Marketo ( in both direction ) Definition Scope • Includes updates made in either Salesforce or Marketo Engage queued for the regular sync cycle. • Excludes records processed by specific flow steps like "Sync Lead to SFDC". Keep the backlog controlled for smooth, timely, and efficient data synchronization. Goal
- 8. What Causes SyncBacklogs? Core Trigger Salesforce Mechanism Queuing Large Volume Impact
- 9. • Visibility: Understandthe health and performance of your Salesforce <> Marketo connection. • Timeliness: Ensure data updates are reflected promptly in both systems, critical for sales and marketing alignment. • Efficiency: Identify bottlenecks and resource drains affecting sync speed. • Proactive Management: Catch potential issues (growing backlogs) before they significantly impact operations. Why Monitoring Matters
- 10. Accessing Sync Statsin Marketo Engage Accessibility Log in to Marketo Go to Admin Section Select Salesforce Under Integrations
- 11.
- 12. Sync Backlog Trend BacklogTrend • Purpose: Tracks the overall backlog trend across all synced objects. • Timeframe: Last 5 days. • Granularity: Data points every 4 hours (6 per day, 30 total). • What it Shows: Total records waiting to sync at specific times over 5 days. • Use Case: Identify patterns or spikes in backlog volume.
- 13. Sync Throughput &Backlog Sync Throughput Backlog Trend • Purpose: Detailed performance and backlog status for each synced object type. • Timeframe: Last 24 hours (rolling window). • Object Types: Lead, Contact, Account, Opportunity, Campaign, User, and Custom Objects. • Refresh Rate: • Throughput Stats: Auto- refresh every 15 minutes (manual refresh available). • Backlog Stats: Fetched hourly.
- 14. Sync Throughput &Backlog Field Description Max records synced / hr Peak throughput per object in the last 24h. Min records synced / hr Lowest throughput per object in the last 24h. Average records synced / hr Average throughput per object (Total synced / 24h) Sync Backlog Current number of records pending sync for that object (both directions) Estimated Backlog (time) Calculated estimate = Sync Backlog / Average records synced per hour. Backlog last fetched Timestamp of the last backlog calculation Backlog next fetch Timestamp of the next scheduled calculation Backlog Status • Normal: Backlog is stable or decreasing compared to 6 hours ago. • Growing: Current backlog is larger than 6 hours ago
- 15. Best Practices forManaging Sync Backlogs
- 16. 1. Limit FieldVisibility: • Sync only necessary fields valuable for marketing. • Hide unnecessary fields from the Marketo Sync User profile in Salesforce. Updates to hidden fields result in a faster 'skip' rather than a full sync update. • Coordinate with your Salesforce Admin. 2. Hide/Filter Unnecessary Records: • If records aren't marketable, prevent them from syncing. • Use Salesforce visibility rules (if the sync user can't see it, it won't sync). • Request Custom Sync Filters from Marketo Support for criteria-based filtering (use indexed fields in SFDC for filter efficiency). 3. Schedule Bulk Updates Wisely: • Identify non-critical sync hours based on your patterns. • Schedule large data updates or processes during these off-peak times.
- 17. 4. Review FrequentlyUpdated Fields: • Identify fields prone to constant changes (e.g., certain formula fields, frequently changing status fields, currency fields if rates fluctuate). • Question if they need to sync. Hide from sync user if not critical. • Investigate integrations updating SFDC fields frequently. 5. Review Custom Objects: • Periodically audit synced custom objects. • Disable sync for objects no longer needed. 6. Review Synced Activities: • Audit activities enabled for sync (Note: these sync only once per day per lead). Examples – Filled out form, Added to list, Email Opened etc. • Remove unnecessary activity syncs. 7. Address Sync Errors: • Monitor Marketo Notifications for sync exceptions/errors. • Resolving errors improves sync health and throughput (error handling can slow down the sync).
- 18. Contact Support: If youconsistently experience significant backlogs despite implementing best practices, reach out to Marketo Engage Support for further investigation. When Best Practices Aren't Enough
- 19. Key Takes Away& Next Steps
- 20. Key Takeaways Monitoring Salesforcesync backlog is crucial for data timeliness and system health Marketo provides in- app tools for visibility Understand the metrics (throughput, backlog size, estimated time, growth status) Backlogs are often caused by bulk updates Proactive management via best practices (limiting data, scheduling, error handling ) is key
- 21. Next Steps Dashboard Review • Regularreview your sync dashboard • Daily • Weekly Collaboration • Collaborate with Salesforce Admin to review sync user visibility and field usage Audit Synced • Objects • Fields • Activities Monitor • Monitor and resolve sync errors promptly
- 22. In-App CRM SyncStats for Existing CRM Connector Backlog Trend
- 23. Coming SOON… Self-service Usageand Monitoring Dashboards
- 24. Overview: Get insightsinto your instance's activity levels with a new dashboard tracking average weekly activity usage over a 52-week period. Key Features: • Visualization: Presents data in an easy-to-read bar chart, showing weekly trends. • Data Aggregation: Daily activity data is automatically rolled up into weekly buckets. • Interactivity: Hover over any week (bar) on the chart to see the exact activity count for that specific week via a pop-up. New Feature Coming Soon: Activity Usage Dashboard
- 25. What Do "Activities"Represent? • A key indicator of your overall marketing engagement. • Includes actions taken against Marketing Events (e.g., Email Opens, Clicks Links, Fills Out Form). • Also includes system-generated actions (e.g., Campaign Trigger flows, Sync to CRM). Benefits of this Dashboard: • Analyze Trends: Understand historical activity patterns and project potential lead growth. • Resource Planning: Helps determine if/when higher product subscription levels might be needed in the future. • Optimization: Identify periods of high/low activity to potentially fine-tune campaigns or processes for better performance and efficiency. Why Track Activity Usage? Benefits & Insights
- 26. Rollout Plan &What's Next How to Access Future Enhancements Planned Availability • Ability to select custom date ranges for analysis • Integration of usage limit information • Will be available within a newer Admin Panel • Look for a dedicated section/link named “ Product Usage Dashboards” • Targeted for release in early H2 2025
- 27. Self Service Dashboards SelfService Dashboards
- 28. Self Service Dashboards SelfService Dashboards
- 29. Coming SOON… New SalesforceCRM Background Sync
- 30. New Salesforce CRMConnector: Background Sync Upgrade What's Happening? • A new version of the Salesforce CRM Connector background sync process is rolling out. • Phased rollout across Marketo Engage customers begins May 2025. • We recognize CRM integration is critical for timely lead delivery to Sales. Key Benefits & Technology • Higher Sync Rates: Significantly improved bi-directional sync speeds between Salesforce and Marketo Engage, reducing backlog even with high data volumes. • Enhanced Control:Ability to push smaller data batches. • Control over retry logic frequency (default: 5 minutes, adjustable). • Improved Efficiency: Smaller batches and adjustable retries minimize sync failures caused by CRM limits (e.g., row locks, CPU time exceeded). • Modern Architecture: Leverages newer cloud and integration technologies for better processing speeds and reliability.
- 31. New Salesforce CRMConnector: Background Sync Upgrade Rollout & Notifications • Automatic Upgrade: Performed by Adobe Marketo’s Engineering team; no admin action required for the production upgrade. • Notifications: Admins will receive 3 In-App notifications starting 2 weeks before their instance is upgraded. Details and contact info will be included. • Permanent Transition: Once upgraded, there is no option to revert to the previous version.
- 32. Salesforce Sync Upgrade:Important Details & Call to Action What is NOT Available in This Version? • Multi-CRM Linking: Connecting multiple CRM systems to one Marketo Engage instance still requires a third-party solution. • Enhanced Duplicate Management: Requested improvements are not included in this release. • Improved Sync Failure/Error Management: Not part of this version but is on the future roadmap. What IS New - Monitoring • New Salesforce CRM Sync Dashboards: Monitor sync throughput. • Quickly identify trends and potential backlogs.
- 33.
Editor's Notes
- #8 Core Trigger: Updates made to records in either Marketo Engage or Salesforce. Salesforce Mechanism: Updates generate a System Modification Time Stamp ('SysModStamp’). Queuing: Records with new SysModStamps (or Marketo updates) are queued for the next sync cycle. Large Volume Impact: Bulk updates (e.g., changing a field value across many records, data loads, mass automated processes) generate many SysModStamps simultaneously, leading to temporary (or prolonged) backlogs.
- #10 These new views will be accessible in the Admin section of the UI under the Integrations tab and part of the Salesforce Management menu where new tabs have been created. As its part of the Admin functionality, it is only available to the Admin Role.
- #12 Purpose: Shows the overall backlog trend across all synced objects. Timeframe: Last 5 days. Granularity: Data points plotted at 4-hour intervals (6 intervals per day = 30 total intervals). What it shows: The total number of records (SFDC -> Marketo + Marketo -> SFDC) waiting to sync at specific points in time over the last 5 days. Use Case: Identify patterns or spikes in the overall backlog volume over a longer period.
- #13 Throughput stats (sync speed): Auto-refreshed every 15 minutes (manual refresh available). Backlog stats (queue size): Fetched every hour.
- #20 Key Takeaways: Monitoring Salesforce sync backlog is crucial for data timeliness and system health. Marketo provides in-app tools (Trend & Throughput/Backlog stats) for visibility. Understand the metrics (throughput, backlog size, estimated time, growth status). Backlogs are often caused by bulk updates. Proactive management via best practices (limiting data, scheduling, error handling) is key.
- #21 Suggested Next Steps: Regularly review your sync dashboard (daily/weekly). Collaborate with Salesforce Admin to review sync user visibility and field usage. Audit synced objects, fields, and activities. Identify and reschedule bulk processes if possible. Monitor and resolve sync errors promptly.
- #26 Planned Availability: Targeted for release in early H2 2025. How to Access: Will be available within a newer Admin Panel. Look for a dedicated section/link named "Product Usage Dashboards". Future Enhancements (Planned post-initial release): Ability to select custom date ranges for analysis. Integration of usage limit information.