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Sync to Marketo field: What next?

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Anonymous
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Sync to Marketo field: What next?

Conditional formatting:

Several discussions refer to a workflow when blocking leads from syncing using a Sync to Marketo field. How is this done? Is it in Salesforce? Is it a workflow? What does it look like? Could someone elaborate how this system works once the boolean field is created?

Thanks in advance

Bill

Reference:

Using Conditional Syncing between Marketo and Salesforce.com

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Dan_Stevens_
Level 10 - Champion Alumni

Re: Sync to Marketo field: What next?

4 REPLIES 4
Dan_Stevens_
Level 10 - Champion Alumni

Re: Sync to Marketo field: What next?

Anonymous
Not applicable

Re: Sync to Marketo field: What next?

Excellent, thank you Dan. I didn't see this article in my searches. Very informative, thanks.

Courtney_Grimes
Level 10

Re: Sync to Marketo field: What next?

Hi Bill,

Given your specific situation there may be some additional nuances to consider—please feel free to reach out.

Anonymous
Not applicable

Re: Sync to Marketo field: What next?

Thanks Courtney. Yes, our SFDC instance has become even more -ahem- nuanced.