Marketo-Salesforce synchronization patterns and best practices. Use when configuring sync settings, troubleshooting sync errors, validating field mappings, managing lead/contact conversion, resolving duplicate issues, or monitoring sync health.
From opspal-marketonpx claudepluginhub revpalsfdc/opspal-commercial --plugin opspal-marketoThis skill is limited to using the following tools:
conflict-resolution.mderror-recovery.mdfield-mapping.mdsync-methodology.mdDesigns and optimizes AI agent action spaces, tool definitions, observation formats, error recovery, and context for higher task completion rates.
Enables AI agents to execute x402 payments with per-task budgets, spending controls, and non-custodial wallets via MCP tools. Use when agents pay for APIs, services, or other agents.
Compares coding agents like Claude Code and Aider on custom YAML-defined codebase tasks using git worktrees, measuring pass rate, cost, time, and consistency.
Marketo ←→ Salesforce
Lead/Contact:
- New Marketo lead → Creates SFDC Lead
- SFDC Lead/Contact update → Updates Marketo lead
- Marketo lead update → Updates SFDC Lead/Contact
Opportunities:
- SFDC Opportunity → Read into Marketo (one-way)
Campaigns:
- Marketo Program → SFDC Campaign (configurable)
- Program membership → Campaign membership
| Sync Type | Frequency | Notes |
|---|---|---|
| Lead/Contact sync | ~5 minutes | Near real-time |
| Activity sync | 5-10 minutes | Volume dependent |
| Campaign sync | On demand | Triggered by status |
| Opportunity sync | Daily | Configurable schedule |
| Error | Cause | Resolution |
|---|---|---|
| Required field missing | SFDC validation rule | Add field validation before sync |
| Duplicate detected | SFDC duplicate rule | Merge or update existing |
| Owner not found | Invalid Owner ID | Use queue or default owner |
| Record locked | SFDC workflow/process | Retry after delay |
See supporting files:
sync-methodology.md - Sync configuration patternsfield-mapping.md - Field mapping best practicesconflict-resolution.md - Handling sync conflictserror-recovery.md - Error diagnosis and resolution