Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

Anonymous
Not applicable

SFDC Workflow to update Sync To Marketo SFDC checkbox

We have an enormous SFDC database. We don't want to pay for an enormous Marketo database so we have a SFDC field for "Sync to Marketo." Marketo sync is blocked until this checkbox is checked.

Now, I want to create a SFDC workflow so that as soon as a lead/contact is added to a SFDC campaign, that the checkbox gets checked. Any advice?

7 REPLIES 7
Grégoire_Miche2
Level 10

Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

Hi Amy Laroway,

In SFDC, that will not be possible, as a workflow on campaign member will not be able to update the lead or the contact.

You may want to consider 3 alternatives :

  1. in SFDC, create a trigger. This needs some development skills, but if done properly, will work very well. It's not an overly complex development though.
  2. In SFDC use a new feature called Process Builder, to update a lead or contact from the creation of a campaign member, though an autolaunched flow. You may hit a limit, though, in case many leads or contacts are added simultaneously.

Unfortunately, you cannot do this in Marketo, because the lead, when added to a SFDC campaign will be pushed to SFDC and immediately will "disappear" from Marketo's view.

-Greg

Anonymous
Not applicable

Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

Yes I want to do it on the salesforce side first so those records will be visible to Marketo.

Amy M. Laroway

Marketing Manager, Infrastructure

Direct: 770.299.9099

Mobile: 404.406.4537

Email: alaroway@relus.com<mailto:alaroway@relus.com>

http://relus.com

Sent from my iPhone -- Please excuse typos and brevity.

Grégoire_Miche2
Level 10

Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

Hi again Amy,

So the 2 ways I wrote would work.

-Greg

Grégoire_Miche2
Level 10

Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

Hi again Amy,

Do not forget one point, if a lead comes on a web form and fills it out, that lead will be created in Marketo and then pushed to SFDC. But it may happen that this leads already exist in SFDC, as a lead or as a contact with the "Sync to Marketo" field unchecked. In this case, you will have a duplicate.

-Greg

Alex_Stanton1
Level 9 - Champion Alumni

Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

Just theoretically - if the record does come into Marketo first, there could be a check through a third-party tool that merges the two records into one in SFDC and that would sync the record to Marketo. I imagine one could write a trigger in SFDC to update the "Sync to Marketo" field to act when any of the Marketo only felds gets populated.

Anonymous
Not applicable

Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

Thanks Alex! Any suggestion for such a third party tool?

Alex_Stanton1
Level 9 - Champion Alumni

Re: SFDC Workflow to update Sync To Marketo SFDC checkbox

There are a number of them - a good starting point is a Launchpoint partner like RingLead or similar because they will understand the Marketo end as well as the SFDC one. Probably best to work with your SFDC Admin to pick a tool that will fit your processes.