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Further Warnings Needed for Marketo Salesforce Native Sync using OAuth #24

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JMattos opened this issue Nov 11, 2021 · 1 comment
Open

Further Warnings Needed for Marketo Salesforce Native Sync using OAuth #24

JMattos opened this issue Nov 11, 2021 · 1 comment

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@JMattos
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JMattos commented Nov 11, 2021

Issue in ./help/marketo/product-docs/crm-sync/salesforce-sync/setup/enterprise-unlimited-edition/step-1-of-3-add-marketo-fields-to-salesforce-enterprise-unlimited.md

I've had two customers this month who have inadvertently linked their Marketo instance to the wrong Salesforce Instance because of the nature of the Oauth Process.

I have been recommending one of two items

  1. Ensure you perform this action from a PRIVATE or INCOGNITO browser
  2. Ensure you are COMPLETELY logged out of Salesforce in ALL browsers and ALL browser tabs before proceeding.
  3. Clear your browser cache
@JMattos
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JMattos commented Nov 11, 2021

Sorry, hit submit too early. Can you please add these tips to the documentation as an EXTRA warning?

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@JMattos