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Custom Sync Rule from Salesforce to Marketo

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Custom Sync Rule from Salesforce to Marketo

We plan to create a custom sync rule from Salesforce to Marketo that can prevent sales-only data in Salesforce will not sync to Marketo.

Now we followed the steps as "InStructions for Creating a Custom Sync Rule" Instructions for Creating a Custom Sync Rule 

1. Created the field for the Sync Rule in SFDC (lead and Contact Object): Field: Sync to Marketo (Checkbox)

2. Created a workflow rule in SFDC to automatically change the field from False to True for any new lead is created in SFDC and met the criteria. ("Sync to Marketo = True" will sync from SFDC to Marketo)

3. Updated all the records to Sync to Marketo based on our criteria in Salesforce

4. Plan to contact Marketo Support and request the Custom Sync Rule be created.

Now I have a question about the new leads(inbound leads which fills out a Marketo form) created in Marketo. These leads will be created in Marketo first, that means the field: "Sync To Marketo = False” (The workflow we created is in SFDC). Do I also need to create a workflow in Marketo to automatically change the fields from Fales to True for these inbound leads created in Marketo, then these leads can sync to SFDC?  

Or I don't need to do anything for the inbound leads created in Marketo first, they will still sync to Marketo automatically?

Thanks,

Eve

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Re: Custom Sync Rule from Salesforce to Marketo

Yes, for leads created in Marketo, you will need to have a step to populate "Sync to Marketo" from False to True before you sync to SFDC. (If you have a centralized Sync to SFDC campaign in Marketo you could just add a flow step for this before the Sync to SFDC step.)

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Re: Custom Sync Rule from Salesforce to Marketo

Hi Eve,

As far as I understand you would need to create a checkbox field and raise a ticket to Support team in order to initiate custom sync from Mkto-SFDC. If you plan to create some qualifying parameters for Marketo Only leads then you would need to setup trigger campaigns which would look for leads who are qualified to sync with SFDC.

Thanks!

Priyank

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Level 3 - Champion Alumni

Re: Custom Sync Rule from Salesforce to Marketo

Yes, for leads created in Marketo, you will need to have a step to populate "Sync to Marketo" from False to True before you sync to SFDC. (If you have a centralized Sync to SFDC campaign in Marketo you could just add a flow step for this before the Sync to SFDC step.)

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Re: Custom Sync Rule from Salesforce to Marketo

Thanks for your reply. It's really helpful

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Re: Custom Sync Rule from Salesforce to Marketo

Hi Eve Yu & Emily Thornton ,

You should read these:

Setting the field with a centralized SC in Marketo prior to syncing is not the right way to do it and will surely lead to errors. One day or another, a "change program status" elsewhere in your instance will short-circuit your centralized campaign and the lead will be inserted without the value, leading to a failed sync.

The only sage way to set it is with a saleforce workflow that checks the box for any lead inserted by the Marketo sync user.

-Greg