Marketo changing Legal Name to Alternate name in SF

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Anonymous
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Marketo changing Legal Name to Alternate name in SF

Hi all,

A sales rep reached out concerned that Marketo had changed the name of one of his customers in SFDC from the legal name to his alternate name.

After reviewing this contact's activity log in Marketo, it appears that the name was changed after a list was uploaded into Marketo referencing the contact with a different name.

I have two questions based on this incident:

  1. Is it normal for Marketo to overwrite a contact's name in Salesforce following a sync?
  2. What filters or criteria can be used to prevent Marketo from updating a person's name in Salesforce?

Thanks!

-Megan

2 REPLIES 2
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Level 7 - Champion Alumni

Re: Marketo changing Legal Name to Alternate name in SF

Whichever record was last updated is the one that will "win".

To prevent this from being able to be updated you can set up field blocks under the admin section for the particular sources you wish to not allow updates to occur from.

Once a value is set, it will not be updated by any of the checked options here.

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Anonymous
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Re: Marketo changing Legal Name to Alternate name in SF

Thanks for your reply Geoff!

As of now, we only wish to exclude the name from being updated in Salesforce after a sync occurs.

Which of these values would you suggest be selected to prevent that change from happening?

Thanks!