SlideShare a Scribd company logo
1
Marketo Guide
Agenda
2
Lead Management
• Login in to Marketo
• Creating a Lead in Marketo
• Quick Find in Marketo
• Assigning a Lead to Queue
• View Lead Status
• Search a Lead in Salesforce
• Search a Salesforce Lead in Marketo
Marketo
To access marketo.com simply navigate
to the website, and enter your username
and password.
URL: https://login.marketo.com/
Login: sandbox@runzheimer.com
Password: !Welcome0831
3
Login Page
Lead Management - Marketo
Creating a Lead
1. Click ‘Lead Database’ tab
2. Click New Lead, new Lead will open
3. Enter First Name, Last Name, Email (required field) and Company Name
4. Click ‘CREATE’ button
4
1
2
3
4
Lead Management - Marketo
Continue…
5. Enter “John Ron” in Quick Find and Click “Find”
6. “John Ron” Record will display
5
5
6
Lead Management - Marketo
Continue…
7. Select “Salesforce” -> “Sync Lead to SFDC”
8. Select “AssignTo: Queue: Marketing” and Click “Run Now”
6
7
8
Lead Management - Marketo
Continue…
9. Flow Action will show the Lead processed status, Click “View Results”
10. Results will show “Detail: SFDC Action: insert”
11. Search “John Ron” in you SFDC
12.View “John Ron” record in Search Results
7
9
10
11
12
Lead Management - Salesforce
Find a Salesforce Lead in Marketo
1. Click “Find” button on Quick Find Section
2. Marketo will show all Leads
8
21
Questions
9
ThankYou
10

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Marketo Guide

  • 2. Agenda 2 Lead Management • Login in to Marketo • Creating a Lead in Marketo • Quick Find in Marketo • Assigning a Lead to Queue • View Lead Status • Search a Lead in Salesforce • Search a Salesforce Lead in Marketo
  • 3. Marketo To access marketo.com simply navigate to the website, and enter your username and password. URL: https://login.marketo.com/ Login: sandbox@runzheimer.com Password: !Welcome0831 3 Login Page
  • 4. Lead Management - Marketo Creating a Lead 1. Click ‘Lead Database’ tab 2. Click New Lead, new Lead will open 3. Enter First Name, Last Name, Email (required field) and Company Name 4. Click ‘CREATE’ button 4 1 2 3 4
  • 5. Lead Management - Marketo Continue… 5. Enter “John Ron” in Quick Find and Click “Find” 6. “John Ron” Record will display 5 5 6
  • 6. Lead Management - Marketo Continue… 7. Select “Salesforce” -> “Sync Lead to SFDC” 8. Select “AssignTo: Queue: Marketing” and Click “Run Now” 6 7 8
  • 7. Lead Management - Marketo Continue… 9. Flow Action will show the Lead processed status, Click “View Results” 10. Results will show “Detail: SFDC Action: insert” 11. Search “John Ron” in you SFDC 12.View “John Ron” record in Search Results 7 9 10 11 12
  • 8. Lead Management - Salesforce Find a Salesforce Lead in Marketo 1. Click “Find” button on Quick Find Section 2. Marketo will show all Leads 8 21