---
schema_version: "1"
id: 2ebeeff3a8ff5dd8aae0731e4057310b68c610c6c3bea06a280f2d356184ab23
title: Marketo Connection (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_connectors_marketo.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_connectors_marketo.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f33e54d31b7b9477602b6d67bd650024f7fca512a210deec722a164ad8a6c3f4
description: Create a remote connection using the Marketo connector to sync data from Marketo to CRM Analytics.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Marketo Connection (Beta)

Create a remote connection using the Marketo connector to sync data from Marketo to CRM Analytics.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at [Agreements and Terms](https://www.salesforce.com/company/legal/agreements/).

The Marketo connector accesses Marketo data using REST API. You need a Marketo custom service’s Client ID, Client Secret, and your Marketo REST API endpoint for authentication. Ask your Marketo administrator or track down the credentials and endpoint in Marketo.

1. In Marketo, create a role with Access API permission and assign it to a user.
2. Create a custom service using the user’s credentials.
3. Record the custom service’s Client ID and Client Secret credentials. For instructions on generating the credentials, see [Client ID and Client Secret credentials](http://developers.marketo.com/documentation/rest/custom-service).
4. Record the REST API endpoint from the Web Services section. To locate your Marketo endpoint, see [REST API endpoint](http://developers.marketo.com/documentation/rest).

## Create the Connection

1. On the Data Manager Connections tab, click **New Connection**.
2. Click the name of the connector, and click **Next**.
3. Enter the connector settings.
4. To validate your settings and attempt to connect to the source, click **Save & Test**. If the connection fails, CRM Analytics shows possible reasons.

All settings require a value, unless otherwise indicated.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d42790e107">Connection Setting</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d42790e110">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e107 ">Connection Name</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e110 ">Identifies the connections. Use a convention that lets you easily distinguish
              between different connections.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e107 ">Developer Name</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e110 ">API name for the connection. This name can’t include spaces. The API name is
              used in your recipes to reference data extracted through this connection. You can’t
              change the developer name after you create the connection.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e107 ">Description</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e110 ">Description of the connection for internal use.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e107 ">Rest API URL</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e110 ">
              <p>Marketo web services connection REST API endpoint string. Enter in the format:
                <kbd>https://&lt;Database Name&gt;.mktorest.com</kbd>
              </p>
              <p style="margin-bottom:0;">Example:
                <kbd>https://123-ABC-456.mktorest.com</kbd>
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e107 ">Grant Type</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e110 ">
              <p>Generates a token to access Marketo data. The value is prepopulated.</p>
              <p style="margin-bottom:0;">The
                prepopulated <kbd>client_credentials</kbd> is the only valid
                option.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e107 ">Client Secret</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e110 ">Generated by the Marketo custom service.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e107 ">Client Id</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d42790e110 ">Generated by the Marketo custom service.</td>

          </tr>
        </tbody>
      </table>

## Filter Data Synced to CRM Analytics

Exclude unnecessary or sensitive data from syncing to CRM Analytics with data sync filters. Filters run on the source object and speed up data sync by pulling only the data you need into CRM Analytics. If you plan to use excluded data in the future, use a recipe filter to limit the data written to a dataset instead of a data sync filter.

1. From Data Manager, click the **Connections** tab.
2. Select the connection associated with the object to filter.
3. Click the name of the object to filter.
4. Click **Data Sync Filter**.
5. Enter the filter.
6. Click **Save**.

You can filter on select fields from these listed objects. Supported objects have a True in the Filterable column of the Columns table for each object’s linked CDATA documentation.

- [CustomObjects](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-customobjects.htm#columns) (Object Names that start with **CustomObject\_**)
- [Emails](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-emails.htm#columns)
- [Folders](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-folders.htm#columns)
- [Leads](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-leads.htm#columns)
- [NamedAccounts](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-namedaccounts.htm#columns)
- [Opportunities](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-opportunities.htm#columns)
- [OpportunityRoles](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-opportunityroles.htm#columns)
- [Programs](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-programs.htm#columns)
- [SalesPersons](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-salespersons.htm#columns)
- [SmartCampaigns](https://cdn.cdata.com/help/DKG/jdbc/pg_resttable-smartcampaigns.htm#columns)

As an example, for the Leads object you can filter on several columns, including Id, Email, and ProgramId. To sync rows with a specific Id, enter the filter specifying the values in the filter for the Leads object, for instance `Id IN (2, 5, 10)`. Now, each data sync of Leads will only include the rows with the Id 2, 5, or 10.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Based on the Marketo API design, adding a filter is recommended for better performance.

## Connector Considerations

When working with the Marketo connector, keeps these behaviors in mind.

- Connected object names must start with a letter and contain only letters, digits, or underscores. Object names can’t end with an underscore.
- Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters, such as spaces or brackets, the sync fails.
- The connector can sync up to 100,000 rows or 500 MB per object, whichever limit is reached first.
- You can extract up to 300 lead records at a time from Marketo when using the Filter Field and Filter Values properties.
- If your Marketo instance is synced with a CRM, Marketo disables connections to the Company, Opportunity, OpportunityRole, SalesPerson, and custom objects. If you try to extract from one of these objects when synced with a CRM, an error saying that the object API is disabled appears.

#### See Also

- [Marketo Connector Known Issues and Knowledge Articles](https://sfdc.co/maconnsearch)
- [Add and Remove Remote Objects and Fields from Data Sync](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_connectors_replicate_connection.htm&release=264.0.0&type=5 "Update data sync for connected external data sources to keep up with your changing business by adding objects, removing objects, and managing which fields are synced. Synced data is stored in CRM Analytics as objects that can be used in recipes.")