Marketo and Salesforce at our end is integrated.
Marketo houses tons to data(including phone, email, title) for email campaigns. So everytime time we send out mailer using Marketo and someone click and registers for the event, that information get synced to Salesforce.
On the other hand Salesforce is also being used by sales users to store the phone, email, titles of their contacts. Now let say some contact which exist in both systems (Marketo & Salesforce with different phone, title) is sent and email via Marketo who registers for the event. Marketo pushs this information in Salesforce. During this process Marketo overwrites the phone (entered by Sales team) in Salesforce with the phone number stored in Marketo
The sales team is upset as they loose valuable information. I tried the options mentioned below but none of them work.
- Tried blocking phone field in Marketo - Result was no change
- Tried hiding the Salesforce phone field to Marketo API - Result was sync between Marketo and Salesforce fails
- Tried putting the validation rule in Salesforce with the below logic that if phone number already exist in Salesforce, Marketo should not be able to update phone filed - Result was sync between Marketo and Salesforce fails
PRIORVALUE(Phone) <> NULL
- Tried putting the validation rule in Salesforce with the below logic that if phone number already exist in Salesforce, Marketo should not be able to update phone filed - Result was no change, the phone field was still getting updated
AND(
NOT(ISNEW()),
$User.Id = "MARKETO USER ACCOUNT ID",
OR(
AND(
ISCHANGED(Phone),
NOT(ISBLANK(PRIORVALUE(Phone)))
Can someone help me resolve this
Thanks,
Menaka
.png)