This scenario doesn't make a lot of sense for the reasons you described.
What's the exact data flow between each system: DB>SFDC<>Marketo?
why don't they want Marketo to overwrite some or all of the SFDC Contact fields? Is it about some fields or ALL fields? What is being synced or not synced between SFDC and this other DB?
Hi Josh Hill,
Thanks for following up. You're correct in the data flow you set up. For contacts in the DB and in SFDC they would like to keep the information the same. They're trying to have a mirror image between the DB and SFDC contact information. The information in the DB is for billing, company information etc.
They don't want Marketo to overwrite any fields for contacts based on form fills, imports, etc. Even something as simple as first name they don't want changed because they want the DB and SFDC to mirror each other as much as possible.
You could try changing the field security settings for the sync user inside salesforce so the sync user can't see any of the contact fields.
Thanks Jay. So essentially when they get to a form, or if someone imports their records (from an event or something); they can fill out the fields that you've blocked, but the change only happens on the Marketo side right? Because the fields are blocked to the sync user in SFDC?
Yeah I thought about that, but then you still have different information in Marketo as you do in SFDC. I'm starting to think it's not the end of the world, but was curious if other people are doing something like that, and how it's working out for them.