Merge pull request #226401 from jasongroce/marketo-updates

Sudha's Marketo updates

Author: v-shils

articles/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-marketo.md

@@ -3,7 +3,7 @@ title: Lead management in Marketo - Microsoft commercial marketplace
 description: Learn how to use a Marketo CRM system to manage leads from Microsoft AppSource and Azure Marketplace.
 ms.service: marketplace
 ms.subservice: partnercenter-marketplace-publisher
-ms.topic: conceptual
+ms.topic: article
 author: urimsft
 ms.author: uridor
 ms.date: 06/08/2022
@@ -12,7 +12,7 @@ ms.date: 06/08/2022
 # Use Marketo to manage commercial marketplace leads
 
 > [!IMPORTANT]
-> The marketo connector is not currently working due to a change in the Marketo platform. Use Leads from the Referrals workspace.
+> The Marketo connector has been restored. Update your configurations to receive leads as shown in this article.
 
 This article describes how to set up your Marketo CRM system to process sales leads from your offers in Microsoft AppSource and Azure Marketplace.
 
@@ -22,70 +22,87 @@ This article describes how to set up your Marketo CRM system to process sales le
 
 1. Select **Design Studio**.
 
-    ![Marketo Design Studio](./media/commercial-marketplace-lead-management-instructions-marketo/marketo-1.png)
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-1.png" alt-text="Screenshot showing Marketo Design Studio.":::
 
-1.  Select **New Form**.
+1. Select **New Form**.
 
-    ![Marketo New Form](./media/commercial-marketplace-lead-management-instructions-marketo/marketo-2.png)
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-2.png" alt-text="Screenshot showing Marketo Design Studio New Form.":::
 
-1.  Fill in the required fields in the **New Form** dialog box, and then select **Create**.
+1. Fill in the required fields in the **New Form** dialog box, and then select **Create**.
 
-    ![Marketo create new form](./media/commercial-marketplace-lead-management-instructions-marketo/marketo-3.png)
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-3.png" alt-text="Screenshot showing Marketo Design Studio New Form creation.":::
+    
+1. Ensure that the fields mappings are setup correctly. Here are the list of fields that the connector needs to be setup on the form. 
 
-1.  On the **Field Details** page, select **Finish**.
+   > [!NOTE]
+   > The field with name "Lead Source" is expected to be configured in the form. It can be mapped to the **SourceSystemName** system field in Marketo or a custom field.
 
-    ![Marketo finish form](./media/commercial-marketplace-lead-management-instructions-marketo/marketo-4.png)
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-field-details.png" alt-text="Screenshot showing Marketo new form details.":::
 
-1.  Approve and close.
+1. On the **Field Details** page, select **Finish**.
+
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-4.png" alt-text="Screenshot showing finishing the Marketo creation form.":::
+
+1. Approve and close.
 
 1. On the **MarketplaceLeadBackend** tab, select **Embed Code**. 
 
-    ![Marketo Embed Code](./media/commercial-marketplace-lead-management-instructions-marketo/marketo-6.png)
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-6.png" alt-text="Screenshot showing the Marketo Embed Code form.":::
 
 1. Marketo Embed Code displays code similar to the following example.
 
-    ```html
-    <form id="mktoForm_1179"></form>
-    <script>MktoForms2.loadForm("("//app-ys12.marketo.com", "123-PQR-789", 1179);</script>
-    ```
+   ```html
+   <form id="mktoForm_1179"></form>
+   <script>MktoForms2.loadForm("("//app-ys12.marketo.com", "123-PQR-789", 1179);</script>
+   ```
 
 1. Copy the values for the following fields shown in the Embed Code form. You'll use these values to configure your offer to receive leads in the next step. Use the next example as a guide for getting the IDs you need from the Marketo Embed Code example.
 
-    - Server ID = **ys12**
-    - Munchkin ID = **123-PQR-789**
-    - Form ID = **1179**
+   - Munchkin ID = **123-PQR-789**
+   - Form ID = **1179**
+
+   The following is another way to figure out these values:
+
+   - Get your subscription's Munchkin ID by going to your **Admin** > **Munchkin** menu in the **Munchkin Account ID** field, or from the first part of your Marketo REST API host subdomain: `https://{Munchkin ID}.mktorest.com`.
+   - Form ID is the ID of the Embed Code form you created in step 7 to route leads from the marketplace.
+
+## Obtain a API access from your Marketo Admin
 
-    Another way to figure out these values:
+1. See this [Marketo article on getting API access](https://aka.ms/marketo-api), specifically a **ClientID** and **Client Secret** needed for the new Marketo configuration. Follow the step-by-step guide to create an API-only user and a Launchpoint connection for the Partner Center lead management service.
 
-    - Server ID is found in the URL of your Marketo instance, for example, `serverID.marketo.com`.
-    - Get your subscription's Munchkin ID by going to your **Admin** > **Munchkin** menu in the **Munchkin Account ID** field, or from the first part of your Marketo REST API host subdomain: `https://{Munchkin ID}.mktorest.com`.
-    - Form ID is the ID of the Embed Code form you created in step 7 to route leads from the marketplace.
+1. Ensure that the **Custom service created** indicates Partner Center as shown below.
+
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-new-service.png" alt-text="Screenshot showing Marketo API new service form":::
+
+1. Once you click the View details link for the new service created, you can copy the **Client ID** and **Client secret** for use in the Partner center connector configuration.
+
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-admin-installed-services.png" alt-text="Screenshot showing the Marketo admin installed services.":::
+
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-api-access-details.png" alt-text="Screenshot showing the Marketo API access details.":::
 
 ## Configure your offer to send leads to Marketo
 
 When you're ready to configure the lead management information for your offer in the publishing portal, follow these steps. 
 
-1. Sign in to [Partner Center](https://go.microsoft.com/fwlink/?linkid=2165290).
+1. Sign in to [Partner Center](https://partner.microsoft.com/dashboard/home) and select **Marketplace offers**.
 
 1. Select your offer, and go to the **Offer setup** tab.
 
 1. Under the **Customer leads** section, select **Connect**.
 
-    :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/customer-leads.png" alt-text="Customer leads":::
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/customer-leads.png" alt-text="Screenshot showing the Partner Center customer leads page.":::
 
 1. On the **Connection details** pop-up window, select **Marketo** for the **Lead destination**.
 
-    ![Choose a lead destination](./media/commercial-marketplace-lead-management-instructions-marketo/choose-lead-destination.png)
-
-1. Provide the **Server ID**, **Munchkin account ID**, and **Form ID**.
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/choose-lead-destination.png" alt-text="Screenshot showing the Partner Center customer lead destination.":::
 
-    > [!NOTE]
-    > You must finish configuring the rest of the offer and publish it before you can receive leads for the offer. 
+1. Provide the **Munchkin ID**, **Form ID**, **Client ID** and **Client Secret** fields.
 
-1. Under **Contact email**, enter email addresses for people in your company who should receive email notifications when a new lead is received. You can provide multiple email addresses by separating them with a semicolon.
+   > [!NOTE]
+   > You must finish configuring the rest of the offer and publish it before you can receive leads for the offer. 
 
 1. Select **OK**.
 
    To make sure you've successfully connected to a lead destination, select **Validate**. If successful, you'll have a test lead in the lead destination.
 
-   ![Connection details pop-up window](./media/commercial-marketplace-lead-management-instructions-marketo/marketo-connection-details.png)
+   :::image type="content" source="./media/commercial-marketplace-lead-management-instructions-marketo/marketo-connection-details.png" alt-text="Screenshot showing the Partner Center connection details.":::