Implied Salesforce Actions

Version 4

    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 as a contact or lead.

    Marketo Flow stepAutomatic Action
    Add to SFDC CampaignSync Lead to SFDC
    Change Status in SFDC CampaignSync Lead to SFDC
    Add to SFDC Campaign
    Change Owner

    Sync Lead to SFDC

    Convert Lead

    Sync Lead to SFDC

    Create TaskSync 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.