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Marketo Connection

The Marketo connection shared resource contains all the parameters required to connect to Marketo REST API. The Marketo connection shared resource is used by all the activities in the Marketo palette.

General

In the General panel, you can specify the package that stores the Marketo connection shared resource and the shared resource name.

The following table lists the fields in the General panel:

Field Module Property? Description
Package No The name of the package where the shared resource is added.
Name No The name to be displayed as the label for the shared resource in the process.
Description No A short description for the shared resource.

Marketo Connection Configuration

In the Marketo Connection Configuration panel, you can provide the information of the Marketo instance that the plug-in connects to. The Marketo Connection Configuration panel contains the following fields. For more information about REST API of your Marketo account, see the Marketo REST API documentation.

Field Module Property? Description
REST Endpoint Yes The endpoint to connect to Marketo REST API.
Identity Service URL Yes The identity service URL used to generate an access token.
Client Id Yes The client ID used to connect to Marketo REST API.
Client Secret Yes The client secret used to generate an access token.
Test Connection No You can use this button to test whether the specified configuration fields result in a valid connection to your Marketo instance.
Refresh/Apply No You can use this button to fetch metadata from the URL specified in the REST Endpoint field. The metadata is saved in the Schemas folder.
Note: If you create or modify custom fields in Marketo, click Refresh/Apply to update metadata. The created or modified custom fields are displayed in the activities when this shared resource is used.
Note: For more information about Client Id and Client Secret, see the Marketo documentation.

Advanced

In the Advanced panel, you can configure a proxy.

The following table lists the fields in the Advanced panel:

Field Module Property? Description
Retry Count Yes Specifies the number of attempts that the plug-in connects to Marketo REST APIs when connecting to a Marketo instance. The default value is 0.
Retry Interval Yes Specifies an interval between HTTP connection retries. The default value is 3000 milliseconds.
Proxy Configuration No Specifies a proxy HTTP server when HTTP requests are sent outside of a firewall. For more detailed information about Proxy Configuration, see TIBCO ActiveMatrix BusinessWorks Bindings and Palettes Reference, Section, "Shared Resources."
Note: The proxy server only supports the Retrieve, Upsert, and Delete activities.