Best Practices for Bizible Connected User Permissions

Here are the permissions required to ensure that the Marketo Measure/Bizible connected user has the correct permissions within SFDC in order to read and write data successfully. These steps assume that the Marketo Measure SFDC package has already been installed into your instance.

(Recommended) Create a new unique user license for the Marketo Measure connected user. If you don’t create a unique/new user, you can use an existing integrations user or a Salesforce Administrator license.

NOTE: This must be a standard user and cannot be a Salesforce Platform Integration/System User. This is because Salesforce doesn’t allow System Users to have access to the View/Edit Converted Leads check-box.

Ensure the connected user has the following permission sets enabled
- Bizible Administrator
- View and Edit Converted Leads
“Marketing User” Checkbox is checked

While the above permission sets should cover this automatically, Bizible’s connected user needs the following levels of access to each field for the following Standard SFDC Objects.

To note: custom fields will also need read permissions if they’re to be included as part of the configuration for Marketo Measure (custom stages/segmentation/etc.)

Lead Object:

Field	Standard/Custom	Read	Write
Id	Standard	x
Email	Standard	x
Status	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
ConvertedDate	Standard	x
ConvertedContactId	Standard	x
ConvertedOpportunityId	Standard	x
IsConverted	Standard	x
IsDeleted	Standard	x
Website	Standard	x
Company	Standard	x
bizible2__Account__c	Custom	x	x
bizible2__Ad_Campaign_FT__c	Custom	x	x
bizible2__Ad_Campaign_LC__c	Custom	x	x
bizible2__Landing_Page_FT__c	Custom	x	x
bizible2__Landing_Page_LC__c	Custom	x	x
bizible2__Marketing_Channel_FT__c	Custom	x	x
bizible2__Marketing_Channel_LC__c	Custom	x	x
bizible2__Touchpoint_Date_FT__c	Custom	x	x
bizible2__Touchpoint_Date_LC__c	Custom	x	x
bizible2__Touchpoint_Source_FT__c	Custom	x	x
bizible2__Touchpoint_Source_LC__c	Custom	x	x

Contact Object:

Field	Standard/Custom	Read	Write
Account	Standard	x
Id	Standard	x
Email	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
ConvertedDate	Standard	x
IsDeleted	Standard	x
bizible2__Ad_Campaign_FT__c	Custom	x	x
bizible2__Ad_Campaign_LC__c	Custom	x	x
bizible2__Landing_Page_FT__c	Custom	x	x
bizible2__Landing_Page_LC__c	Custom	x	x
bizible2__Marketing_Channel_FT__c	Custom	x	x
bizible2__Marketing_Channel_LC__c	Custom	x	x
bizible2__Touchpoint_Date_FT__c	Custom	x	x
bizible2__Touchpoint_Date_LC__c	Custom	x	x
bizible2__Touchpoint_Source_FT__c	Custom	x	x
bizible2__Touchpoint_Source_LC__c	Custom	x	x

Case Object:

Field	Standard/Custom	Read	Write
Id	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
SuppliedEmail	Standard	x
IsDeleted	Standard	x
bizible2__Ad_Campaign_FT__c	Custom	x	x
bizible2__Ad_Campaign_LC__c	Custom	x	x
bizible2__Landing_Page_FT__c	Custom	x	x
bizible2__Landing_Page_LC__c	Custom	x	x
bizible2__Marketing_Channel_FT__c	Custom	x	x
bizible2__Marketing_Channel_LC__c	Custom	x	x
bizible2__Touchpoint_Date_FT__c	Custom	x	x
bizible2__Touchpoint_Date_LC__c	Custom	x	x
bizible2__Touchpoint_Source_FT__c	Custom	x	x
bizible2__Touchpoint_Source_LC__c	Custom	x	x

Account Object:

Field	Standard/Custom	Read	Write
Id	Standard	x
Website	Standard	x
LastModifiedDate	Standard	x
IsDeleted	Standard	x
bizible2__Engagement_Score__c	Custom	x	x

Opportunity Object:

Field	Standard/Custom	Read	Write
Account	Standard	x
Id	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
IsWon	Standard	x
IsClosed	Standard	x
IsDeleted	Standard	x
CloseDate	Standard	x
StageName	Standard	x
Amount	Standard	x
bizible2__Bizible_Opportunity_Amount__c	Custom	x	x

Campaign Object:

Field	Standard/Custom	Read	Write
Id	Standard	x
Email	Standard	x
Status	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
ConvertedDate	Standard	x
ConvertedContactId	Standard	x
ConvertedOpportunityId	Standard	x
IsConverted	Standard	x
IsDeleted	Standard	x
Website	Standard	x
Company	Standard	x
Type	Standard	x

Campaign Member Object:

Field	Standard/Custom	Read	Write
Id	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
IsDeleted	Standard	x
FirstRespondedDate	Standard	x
HasResponded	Standard	x
ContactId	Standard	x
LeadId	Standard	x
IsConverted	Standard	x
CampaignId	Standard	x
bizible2__Bizible_Touchpoint_Date__c	Custom	x	x
bizible2__Touchpoint_Status_Date__c	Custom	x	x
bizible2__Touchpont_Status_Contact__c	Custom	x	x
bizible2__Touchpont_Status_Lead__c	Custom	x	x

(Tier 2 or 3 only) Task Object:

Field	Standard/Custom	Read	Write
Id	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
IsDeleted	Standard	x
AssignedTo	Standard	x
Call Result	Standard	x
Call Type	Standard	x
Email	Standard	x
Status	Standard	x
Type	Standard	x
Subject	Standard	x
Date	Standard	x
bizible2_Bizible_Id__c	Custom	x	x
bizible2_Bizible_Touchpoint_Date__c	Custom	x	x

(Tier 2 or 3 only) Event Object:

Field	Standard/Custom	Read	Write
Id	Standard	x
CreatedDate	Standard	x
LastModifiedDate	Standard	x
IsDeleted	Standard	x
AssignedTo	Standard	x
Date	Standard	x
Email	Standard	x
Type	Standard	x
Subject	Standard	x
bizible2_Bizible_Id__c	Custom	x	x
bizible2_Bizible_Touchpoint_Date__c	Custom	x	x

In addition to creating custom fields on SFDC standard objects, a number of custom objects are created as well. Below is a list of those custom objects along with a list of the fields we will write data to

Buyer Touchpoint Object: (Marketo Measure Custom Object to encapsulate the marketing interactions for Contacts, Leads, and Cases)

Field	Standard/Custom	Read	Write
bizible2__Bizible_Person__c	Custom	x	x
bizible2__SF_Campaign__c	Custom	x	x
bizible2__UniqueId__c	Custom	x	x
bizible2__Marketing_Channel__c	Custom	x	x
bizible2__Marketing_Channel_Path__c	Custom	x	x
bizible2__Touchpoint_Type__c	Custom	x	x
bizible2__Ad_Id__c	Custom	x	x
bizible2__Ad_Content__c	Custom	x	x
bizible2__Ad_Group_Id__c	Custom	x	x
bizible2__Ad_Group_Name__c	Custom	x	x
bizible2__Ad_Campaign_Name__c	Custom	x	x
bizible2__Ad_Campaign_Id__c	Custom	x	x
bizible2__Placement_Id__c	Custom	x	x
bizible2__Placement_Name__c	Custom	x	x
bizible2__Site_Id__c	Custom	x	x
bizible2__Site_Name__c	Custom	x	x
bizible2__Form_URL__c	Custom	x	x
bizible2__Form_URL_Raw__c	Custom	x	x
bizible2__Platform__c	Custom	x	x
bizible2__Browser__c	Custom	x	x
bizible2__Geo_City__c	Custom	x	x
bizible2__Geo_Country__c	Custom	x	x
bizible2__Geo_Region__c	Custom	x	x
bizible2__Keyword_Id__c	Custom	x	x
bizible2__Keyword_MatchType__c	Custom	x	x
bizible2__Touchpoint_Position__c	Custom	x	x
bizible2__Keyword_Text__c	Custom	x	x
bizible2__Landing_Page__c	Custom	x	x
bizible2__Landing_Page_Raw__c	Custom	x	x
bizible2__Medium__c	Custom	x	x
bizible2__Referrer_Page__c	Custom	x	x
bizible2__Referrer_Page_Raw__c	Custom	x	x
bizible2__Search_Phrase__c	Custom	x	x
bizible2__Touchpoint_Date__c	Custom	x	x
bizible2__Touchpoint_Source__c	Custom	x	x
bizible2__Segment__c	Custom	x	x
bizible2__Count_First_Touch__c	Custom	x	x
bizible2__Count_Lead_Creation_Touch__c	Custom	x	x
bizible2__Count_U_Shaped__c	Custom	x	x
bizible2__Ad_Destination_URL__c	Custom	x	x
bizible2__Case__c	Custom	x	x
bizible2__Contact__c	Custom	x	x

Buyer Attribution Touchpoint Object: (Marketo Measure Custom Object to encapsulate marketing’s influence on Opportunities)

Field	Standard/Custom	Read	Write
bizible2__SF_Campaign__c	Custom	x	x
bizible2__UniqueId__c	Custom	x	x
bizible2__Marketing_Channel__c	Custom	x	x
bizible2__Marketing_Channel_Path__c	Custom	x	x
bizible2__Touchpoint_Type__c	Custom	x	x
bizible2__Ad_Id__c	Custom	x	x
bizible2__Ad_Content__c	Custom	x	x
bizible2__Ad_Group_Id__c	Custom	x	x
bizible2__Ad_Group_Name__c	Custom	x	x
bizible2__Ad_Campaign_Name__c	Custom	x	x
bizible2__Ad_Campaign_Id__c	Custom	x	x
bizible2__Placement_Id__c	Custom	x	x
bizible2__Placement_Name__c	Custom	x	x
bizible2__Site_Id__c	Custom	x	x
bizible2__Site_Name__c	Custom	x	x
bizible2__Form_URL__c	Custom	x	x
bizible2__Form_URL_Raw__c	Custom	x	x
bizible2__Platform__c	Custom	x	x
bizible2__Browser__c	Custom	x	x
bizible2__Geo_City__c	Custom	x	x
bizible2__Geo_Country__c	Custom	x	x
bizible2__Geo_Region__c	Custom	x	x
bizible2__Keyword_Id__c	Custom	x	x
bizible2__Keyword_MatchType__c	Custom	x	x
bizible2__Touchpoint_Position__c	Custom	x	x
bizible2__Keyword_Text__c	Custom	x	x
bizible2__Landing_Page__c	Custom	x	x
bizible2__Landing_Page_Raw__c	Custom	x	x
bizible2__Medium__c	Custom	x	x
bizible2__Referrer_Page__c	Custom	x	x
bizible2__Referrer_Page_Raw__c	Custom	x	x
bizible2__Search_Phrase__c	Custom	x	x
bizible2__Touchpoint_Date__c	Custom	x	x
bizible2__Touchpoint_Source__c	Custom	x	x
bizible2__Segment__c	Custom	x	x
bizible2__Count_First_Touch__c	Custom	x	x
bizible2__Count_Lead_Creation_Touch__c	Custom	x	x
bizible2__Count_U_Shaped__c	Custom	x	x
bizible2__Count_W_Shaped__c	Custom	x	x
bizible2__Count_Custom_Model__c	Custom	x	x
bizible2__Count_Custom_Model_2__c	Custom	x	x
bizible2__Ad_Destination_URL__c	Custom	x	x
bizible2__Case__c	Custom	x	x
bizible2__Contact__c	Custom	x	x
bizible2__Segment__c	Custom	x	x
bizible2__Attribution_First_Touch__c	Custom	x	x
bizible2__Attribution_Lead_Conversion_Touch__c	Custom	x	x
bizible2__Attribution_U_Shaped__c	Custom	x	x
bizible2__Attribution_W_Shaped__c	Custom	x	x
bizible2__Attribution_Custom_Model__c	Custom	x	x
bizible2__Attribution_Custom_Model_2__c	Custom	x	x
bizible2__Revenue_First_Touch__c	Custom	x	x
bizible2__Revenue_Lead_Conversion_Touch__c	Custom	x	x
bizible2__Revenue_U_Shaped__c	Custom	x	x
bizible2__Revenue_W_Shaped__c	Custom	x	x
bizible2__Revenue_Custom_Model__c	Custom	x	x
bizible2__Revenue_Custom_Model_2__c	Custom	x	x

Marketo Measure (Bizible) Person: This custom object serves as a lookup between the lead and contact object, allowing your marketing team to report on activities to both within the same report.

Field	Standard/Custom	Read	Write
bizible2__UniqueId__c	Custom	x	x
bizible2__Lead__c	Custom	x	x
bizible2__Contact__c	Custom	x	x
bizible2__Case__c	Custom	x	x

Best Practices for Bizible Connected User Permissions

Tina H

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