A lead is a potential sales contact. Use the lead source object in a task and specify the information that you want to read for leads from Marketo. You can retrieve lead details when you specify the filter field, filter values, list ID, or program ID in the advanced source properties of a task. You can also retrieve lead details when you specify the activity type ID and specific periods, such as since date time, start date and end time, and incremental extract.

Use the LeadActivity source object in a task and provide ActivityType IDs to retrieve the corresponding lead activities from Marketo.

A

ActivityType

object retrieves metadata for the type of lead activities but does not provide the lead activity information.

When you choose the

ActivityType

source object in a task, you retrieve the following

ActivityType

metadata:

"id","name","description","primaryAttribute_name","primaryAttribute_dataType","attributes_name","attributes_dataType"

For example,

ActivityType ID =13

includes the following details:

"13","Change Data Value","Changed attribute value for a person/record","Attribute Name","integer","Source ","string"

A list is a collection of leads in Marketo. Marketo contains smart and static lists. A static list is a fixed list of leads, while a smart list is a dynamic collection of leads. Marketo V3 Connector supports static lists only.

For example, the following table shows sample data retrieved for the List source object:

id	name	description	programName	createdAt	updatedAt	workspaceName
1113	SalesForceList	2013 Liz	-	2013-12-05T18:47:40Z	2015-03-09T19:46:34Z	North America
1114	ZuoraList	2013 MH	moni's list upload	2013-12-05T18:47:42Z	2013-12-05T18:49:06Z	North America

A campaign serves a specific goal within a program that contains all the marketing efforts organized from a central location. For example, a program is an email blast, which can record when a lead is sent an email, when the lead opened the email, and whether the lead clicked a link in the email. In a campaign, you can choose a group of leads from a program to whom you can send the email blast, or notify a sales representative to follow up if a lead clicks a link within the email blast program.

For example, the following table shows sample data retrieved for the Campaign source object:

id	programName	createdAt	name	description	updatedAt	workspaceName
1037	Sales Insight - Interesting Moments	2013-11-20T18:23:02Z	Contact Me - Corporate - Decentralized and in PRGM	WWW contact me	2013-12-18T00:06:11Z	Default
2094	-	2015-09-15T16:24:14Z	InviteCampaign	-	2015-09-15T16:25:46Z	Default

An opportunity in Marketo represents a potential sales deal that is associated with a lead and an organization in Marketo. Leads and opportunities are related through the opportunity role object. Marketers deliver leads to sales in the form of an opportunity.

To read opportunity data from Marketo, you can use any searchable field. For example, you can use either the External Opportunity ID or the Marketo GUID. In the advanced properties, you need to specify the filter type as dedupeFields or MarketoGUID based on the field type.

The following table shows sample fields retrieved for the opportunity object:

marketoGUID	externalOpportunityId	name	description	amount	source
da42707c-4dc4-4fc1-9fef-f30a3017240a	19UYA31581L000000	Chairs	Chairs	1604.47	Inbound Sales Call/Email
da42707c-4dc4-4fc1-9fef-f30a3017240b	29UYA31581L000000	Big Dog Day Care-Phase12	Big Dog Day Care-Phase12	1604.47	Email

An opportunity role is the intersection between a given lead and an organization. The opportunity role represents the function of a lead within the organization. A lead has an opportunity role related to an opportunity. OpportunityRole object has both leadId and externalopportunityid fields to create the relationship from lead to opportunity.

The following table shows sample data retrieved for the opportunity role object:

marketoGUID	externalOpportunityId	role	leadId	isPrimary
da42707c-4dc4-4fc1-9fef-f30a3017240a	19UYA31581L000000	Chairs	3445453	0
da42707c-4dc4-4fc1-9fef-f30a3017240b	19UYA31581L000000	Chairs	34454556	1

Sales person records contain the name, email, and job title that you can use for filtering leads in Marketo. Marketo manages the relationship of a sales person at the lead level through the externalSalesPersonId field.

The following table shows sample data for the sales person object retrieved from Marketo:

createdAt	externalSalesPersonId	firstName	lastName	phone	title
8/25/2016 6:23	cflores0@narod.ru	Carl	Flores	7-(269)838-4689	Assistant Media Planner
8/25/2016 6:23	wholmes1@slideshare.net	Wanda	Holmes	44-(521)609-0247	Social Worker

Company is the organization to which a person belongs.

The following table shows sample data of the company object retrieved from Marketo:

createdAt	externalCompanyId	billingCity	billingCountry	website	industry	annualRevenue
8/24/2016 5:43:29 AM	2a26a9df-fdce-9c30-67c5-56952b2b5c27	Boston	USA	stevesmith.com	Transportation	9460
8/24/2016 5:43:29 AM	23d89d7a-ea99-5635-0d26-56952b59b3d8	Paris	France	briellesonnew.com	Financial	92300

A program helps a marketer organize marketing efforts from one central location. For example, an email blast is a program that records record about when a lead is sent an email, when the lead opens the email, and whether the lead clicked through a link in the email.

The following table shows sample program object data retrieved from Marketo when you specify the tag type and tag value:

id	name	createdAt	url	channel	folderValue	tagType	tagValue
1057	Chan-Webtrial Campaign	2013-12-06 19:52:58+0000	https://app.marketo.com/#ME1	Webinar	228	Team	Global
1057	Callis Campaign	2013-12-06 19:52:58+0000	https://app.marketo.com/#M1	Webinar	225	Product	SAP

Emails are created initially from email templates and the query pattern for emails is similar as templates.

The following table shows sample email records retrieved from Marketo:

id	name	createdAt	subjectType	subjectValue	fromEmailType	fromEmailValue
1370	Test Email	2016-09-07 11:04:53+0000	Text	Congregation	Text	het@informatica.com
1007	2 Invitation	2012-10-12 00:01:21+0000	Text	Webinar Invite 2	Text	ynam@yourcomp.com

Folders are the core organizational asset in Marketo. Every asset in Marketo has at least one folder as a parent.

The following table shows sample data that you can retrieve from a folder object in Marketo:

id	folderId	type	folderType	parentId	parentType	path	workspace
3	3	Folder	Zone	3	Folder	/Marketing Activities	Default
143	143	Folder	Zone	3	Folder	/Marketing Activities/APJ	APJ
169	19	Folder	Zone	3	Folder	/Marketing Activities/Default	EMEA

Tags are user-defined fields for programs and are identifiers to group data for reporting purposes. Tags help you categorize data and define how you want to report on your program. Each tag might apply to one or more program types.

The following table shows sample data for a tag object that you can retrieve from Marketo:

tagType	applicableProgramType	required
Area	[program,nurture,event,webinar,email_batch]	TRUE
Campaign Series	[program,nurture,event,webinar]	TRUE
Email Type	[program,email_batch,nurture,event,webinar]	TRUE

Channels are associated with a program. Each type of channel is used with a specific program type in Marketo. A channel provides the list of available valid statuses for program members.

The following table shows sample data for a channel object that you can retrieve from Marketo:

id	name	applicableProgramType	createdAt	progression_name
3	Blog	program	2013-10-01 02:14:45+0000	Not in Program
3	Blog	program	2013-10-01 02:14:45+0000	Visited

A custom object extends the out-of-box data model of Marketo. A custom object consists of fixed attributes, such as the object name, description, Marketo lead link field, linked field name, and one or more object specific fields.

You can use custom objects in a task to retrieve a list of custom object data based on the search criteria.

The custom objects in Marketo are available as source objects in a

synchronization

task or

mapping

task.

Specify the custom object filter type, custom object filter values, and custom object fields in the advanced properties of a task to capture data from a specific custom object.

For example, you can create a custom object to track the flight reservations for leads.

The following image shows the details of a reservation custom object that you can access from Marketo:

The following image shows the field attributes of a reservation object that you can access from Marketo:

The following table shows sample data of the reservation custom object that you can retrieve for a lead from Marketo:

createdAt	marketoGUID	updatedAt	pnr	TicketNumber
12/4/2015 04:48:00	2cc3a035-4274-4b34-abc3-9338cda7a1e4	12/4/2015 04:48:00	BAF57HG1	1001
12/4/2015 04:48:00	c0d1297d-aacc-4d74-8ac7-89490b36d811	12/4/2015 04:48:00	TAU64GS5	1002