Re: How To Exclude Salesforce Records from Syncing To Marketo where email is empty

Anonymous
Not applicable

How To Exclude Salesforce Records from Syncing To Marketo where email is empty

I am trying to clean out records from Marketo that do not have an email address. However, if I do so, they will just re-sync from Salesforce.

I am trying to figure out how to tell Marketo not to sync records that do not have an email address.

Thanks for any help.
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3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: How To Exclude Salesforce Records from Syncing To Marketo where email is empty

From the SFDC Side, you should move those records (or delete) to a Lead Owner who cannot be seen by the Marketo User.

Perhaps you could export out of SFDC, delete them in SFDC, then import into Marketo and hold them back.

From the Marketo Side There should be two ways:

1. SFDC should reject attempts to insert records w/o Email. That's the default, so I'm not sure why that's turned off.
2. If you are a using an explicit MQL flow, you can add a filter to the smart list: Email Address IS NOT Empty

that should prevent the leads from syncing back.
Anonymous
Not applicable

Re: How To Exclude Salesforce Records from Syncing To Marketo where email is empty

We used sharing rules to prevent our Marketo Sync Profile in SalesForce from accessing records that don't have an @ in the email field. You might want to put something like that in place for your Marketo sync profile after you get the records cleaned out of Marketo.

Here's a good tutorial video: https://community.marketo.com/MarketoSFDCSyncProfile
Anonymous
Not applicable

Re: How To Exclude Salesforce Records from Syncing To Marketo where email is empty

Thank you both!

I'll try out these suggestions.