Migrating From Marketo to Account Engagement: Key Things to Know

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This post will guide those who are migrating from Marketo to Account Engagement to ensure the migration goes as smoothly as possible …

1. Difference in the Email field:
– In Marketo, the email field can be blank or have invalid values.
– In Account Engagement, the email field is required and must be in the correct format.
– Account Engagement restricts role-based emails from being imported or emailed.

2. Firing when a Field Is Changed:
– Marketo automations can trigger when a prospect’s field is changed.
– Account Engagement only works with the current value of the field.
– Account Engagement can work around this by repeating automations or using a date field with Salesforce flow.

3. Program Statuses versus Campaign Member Statuses:
– Marketo has “Programs” with statuses to track a prospect’s progress.
– Account Engagement uses campaigns and campaign member statuses.
– Campaign member statuses can be used similarly to Marketo program statuses.

4. Lead Qualification:
– Marketo focuses on scores in three scoring categories: behavior, demographic, and fit.
– Account Engagement has similar scoring categories and also offers Scoring Categories for specific interests.

5. Reporting and Analytics:
– Marketo and Account Engagement have different reporting and analytics capabilities.
– Account Engagement provides more out-of-the-box reporting options.
– Data can be migrated from Marketo to Account Engagement for historical analysis.

You can read it here: https://sfdc.blog/EpLDh

Source from thespotforpardot(dot)com

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