When a Salesforce-specific flow step runs, sometimes extra steps are performed automatically. Here are the rules, so you know:
These rules will apply when the lead is not currently in Salesforce.com as a contact or lead.
| Marketo Flow step | Automatic Action |
|---|---|
| Add to SFDC Campaign | Sync Lead to SFDC |
| Change Status in SFDC Campaign | Sync Lead to SFDC Add to SFDC Campaign |
| Change Owner | Sync Lead to SFDC |
| Convert Lead | Sync Lead to SFDC |
| Create Task | Sync Lead to SFDC |
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You can filter out SFDC records in a Smart List using the SFDC Type Filter with the operator set to "is not empty". All SFDC records have a value in this field.
Raul Fonseca
"Add to SFDC Campaign" automatically creates a lead but does NOT add to SFDC Campaign in the same way the "Change Status in SFDC Campaign" flow step does?