Hi all -
What I'm looking to accomplish: A couple things. I want anyone who engages with marketing - fills out a form or is loaded into Marketo via list buy - to start with the status OPEN. Anyone with status OPEN is not synced to SFDC. Only once they are scored and their status updated to MQL should they sync.
This sounds pretty standard, but my Marketo instance has been live for nearly six years and we currently sync all leads over to SFDC. I'm not sure where the best place to start is here or even what questions to ask. Where does the initial sync live?
For new leads created in Marketo from a form fill or list upload, there is no automatic sync to SFDC unless you create a flow step. This enables you to run a trigger campaign once the status changes to "Open" and then the flow step of "Sync Person to SFDC".
However, for those people already created in SFDC, I would recommend keeping them there. You do have the option to delete people in SFDC and keep them in Marketo which you can always sync back to SFDC but you run the risk of losing a lot of SFDC reporting, membership, and activity data if you delete them from SFDC.
i addition to Devraj's point, a few points: