Exclude leads without email address from sync

[Anonymous]

Hi,

is it possible to exclude leads in SFDC without email address from sync to Marketo? My aim is to keep only leads in Marketo with an email address.

Thanks for feedback,

Katrin

[Steven_Vanderb3]

Hi Katrin,

Please file a ticket with Support.  We will set up a sync filter for you to do this.

[Grégoire_Miche2]

Hi Katrin,

Yes it is. Just ask support to set up a filter on the field on the lead and contact objects

You may want to go one step further to protect the future and:

• create a checkbox field in SFDC on leads and contacts. Name it "sync with SFDC". Default value is checked
• Create some workflows in SFDC for lead and contacts that keep the field checked when the email is not empty and uncheck it when the email is empty
• update the whole DB in SFDC with a data loader to activate the workflows
• Let your SFDC leads and contacts resync with Marketo (Important)
• Ask support to filter on this "Sync with SFDC" field
• Delete from Marketo all the leads with "Sync with Mkto = False"

The second method has the big advantage to be evolutive: if you want to change the rules in the future, just change the workflows.

-Greg