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Prevent SFDC records from automatically syncing if last edit was from specific user

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Level 6 - Champion

Prevent SFDC records from automatically syncing if last edit was from specific user

Hi,

We're getting ready to start using Zoominfo's Clean product to clean up lead/contact/accounts records in our SFDC instance on a regular basis. We've seen some issues with our sync in the past when updating large amounts of records and want to prevent this if possible. One of the reps mentioned that there might be a way to prevent a record from automatically syncing to Marketo if it's updating from a specific user. Is this possible?

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Level 6 - Champion

Re: Prevent SFDC records from automatically syncing if last edit was from specific user

We ended up editing the Marketo Sync formula logic and accomplished what we were looking for.

View solution in original post

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Re: Prevent SFDC records from automatically syncing if last edit was from specific user

Hi Chris,

That's not possible, it would deny the way the right and permission model is made in SFDC. In SFDC, when a user has access to a record, it can always "see" when this record is updated. The Marleto sync user "sees" these records, since they are synchronized. So the Marketo user will also detect the changes made to the records and will sync them back.

Furthermore, what's the point in cleansing data is the cleansed data is not pushed to Marketo?

What volume are you talking about here ?

-Greg

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Level 6 - Champion

Re: Prevent SFDC records from automatically syncing if last edit was from specific user

Thanks for the info! We definitely want the updated data to eventually sync to Marketo but we've had quite a few experiences that have caused a backlog and causes a lot of issues for a day or two. I believe we're looking at hundreds of thousands of updates per week.

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Re: Prevent SFDC records from automatically syncing if last edit was from specific user

I think this is achievable with some SFDC tweaks as long as you have a sync rule (this might be custom, I didn't set up our Marketo instance) - in our case, we have a sync to Marketo boolean we can toggle for accounts and leads. You could have a SF workflow listen for person creation and check for a field being set only by the user you want to exclude, and disable the sync to Marketo with the previously mentioned 'sync to Marketo' boolean field whenever that field is set at all or set to a specific value.

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Re: Prevent SFDC records from automatically syncing if last edit was from specific user

Tweaking the sync filter might work but needs to be used carefully, because it means that, when the filter is off:

  1. Marketo does not know the sync is off. It will try to sync, that will raise an error, and Marketo will try again
  2. Any change in Marketo is not posted to SFDC

-Greg

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Level 6 - Champion

Re: Prevent SFDC records from automatically syncing if last edit was from specific user

We ended up editing the Marketo Sync formula logic and accomplished what we were looking for.

View solution in original post