Can we stop SFDC sync for specific Marketo form?

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Can we stop SFDC sync for specific Marketo form?

Hope everyone is doing well. 

I had a question if there is possibility to achieve this. Can we stop SFDC sync for specific Marketo form?

13 REPLIES 13
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Level 10 - Community Moderator

Re: Can we stop SFDC sync for specific Marketo form?

Not unless that form uses proxy fields that are Marketo-only.

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Re: Can we stop SFDC sync for specific Marketo form?

What he said.

What's the use case Sant Singh Rathaur‌? 

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Re: Can we stop SFDC sync for specific Marketo form?

Hi Nicholas Manojlovic, we run some internal campaigns where we use marketo form/landing pages but we don't want this data in salesforce.

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Re: Can we stop SFDC sync for specific Marketo form?

I see - in that case, you might want to check to see if you have a 'Person is created -> Sync Lead to CRM' trigger enabled.

You control when leads that are created in Marketo are synced to SFDC. If you have this trigger enabled, anyone that fills out the form, including dummy/test/internal leads will end up in SFDC.

If you alter the trigger (for example, by excluding people with an email address from your company), then you'll be able to fill out the form and not have the data synced to SFDC. 

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Re: Can we stop SFDC sync for specific Marketo form?

Thanks Nicholas Manojlovic.. This is really helpful..  

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Level 10 - Community Moderator

Re: Can we stop SFDC sync for specific Marketo form?

Note once they've been synced, which can also happen automatically via SFDC campaign sync, this won't work anymore. 

Still sounds like proxy fields to me. If the fields are to be Marketo-only that's the only way to guarantee.

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Re: Can we stop SFDC sync for specific Marketo form?

Sanford Whiteman, Do you mean even if we forcefully exclude the SFDC sync for group of leads or from any particular form but still if fields used in the form are synced with salesforce then data will sync?

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Level 10 - Community Moderator

Re: Can we stop SFDC sync for specific Marketo form?

Do you mean even if we forcefully exclude the SFDC sync for group of leads or from any particular form but still if fields used in the form are synced with salesforce then data will sync?

I mean once a lead is synced, it's synced, and all the fields that are available to sync will do so.

There's still no such thing as suppressing fields on a given form from syncing. Whether a field will sync or not is controlled well outside of the form level. And any form post can update any available field.

Nor can you suppress people acquired via a given form, at the form level. You can, of course, make sure your campaigns have the same "business effect" as if there were such a setting, but there's still no setting... whether somebody syncs is entirely a matter of which Sync Lead flows they qualify for and/or which Synced Programs they get added to.

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Re: Can we stop SFDC sync for specific Marketo form?

For my own curiosity, what about a separate workspace/partition approach? Overkill for a single form (assuming OP is only talking about a single form, forever)?