We have a custom SFDC sync set up where if the field "Sync to Marketo" is F, then that record stops syncing to Marketo. In most cases, we would want to delete these records out of Marketo to save on our database size. The quandary is how do we know which records get flagged F other than doing an export out of SFDC on a regular basis?
We've taken on the flagging of our custom sync rule to FALSE on the Marketo side, otherwise you won't know. So, we agreed with our SFDC admin team that if a lead/contact met certain criteria, we would mark the custom sync rule as FALSE in Marketo, and shortly after we delete the record in Marketo (after the record had enough time to sync to SFDC).
So, this does open the door for a potential duplicate to exist later if a new lead enters Marketo that is still hanging out in SFDC as "sync with Marketo" = FALSE, but we agreed that this solution worked for us since we rarely delete SFDC records, but don't want them in Marketo anymore if they are no longer marketable.
Thanks, Carrie. We thought of going that way, too. Some of the workflow rules we're using in SFDC are based on attributes on the lead/contact records that Marketo doesn't see.
Perhaps what we need to do is create another field - have the SFDC workflow rules populate THAT field with false, let it sync back to Marketo and let Marketo change the custom sync field to F, wait for sync to happen, then delete from Marketo.
Even if we use the existing method and delete records in Marketo, but not SFDC, duplicates can get created in the future. In our use case, the types of records that we would be deleting most likely won't get recreated again on the Marketo side (they are all being created on the SFDC side today) so I don't think that will be a huge issue for us.
Sync to Marketo field normally is used in SFDC to make sure leads are not syncing to Marketo. Normally if the lead is set to no sync it won’t sync in Marketo, so not sure how the lead is getting created in Marketo which needs to be deleted now.
I read Amy's inquiry as what to do after a lead has been created and exists in both systems, but they no longer want the lead in Marketo. At this point, the flag (which was originally set in SFDC) needs to be set to false.