Creating a custom sync rule for SFDC using a formula checkbox field

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Anonymous
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Creating a custom sync rule for SFDC using a formula checkbox field

I'm trying to integrate my Marketo instance with SFDC. We have a ton of data we won't need to sync, so we're creating a custom sync rule. Its a checkbox field with a formula to mass populate automatically, but using a formula causes the field to lock and become read-only. The marketo user in salesforce needs permission to edit this field in order to sync over. Does anyone know of a workaround?

2 REPLIES 2
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Level 7 - Champion Alumni

Re: Creating a custom sync rule for SFDC using a formula checkbox field

Aaron,

Good question. I would not have that field be a formula field.

Instead, batch update all the records that need to sync to marketo, and then build a workflow in sfdc to mark that box as true if certain criteria are met.

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Re: Creating a custom sync rule for SFDC using a formula checkbox field

Hi Aaron,

Check box fields (one for contacts, one for leads) and 2 workflows. But pay attention to how you uncheck these fields.

Read this:

"Sync with Marketo" mysteries part 1

"Sync with Marketo" mysteries part 2

-Greg