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Why does Marketo override my updates in SFDC?

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Why does Marketo override my updates in SFDC?

Hi!

I'm pretty new to Marketo, so still figuring this out. One of my colleagues reported that when they changed the contact info in Salesforce, it got overridden from Marketo later on. Is there a way I can stop this? I want my Marketo account to sync only from SFDC, and I want to stop the sync from Marketo->SFDC. Trying to capture everything at one place, and making that as the source of truth, and moving all that to Marketo to avoid such overrides and duplicates. Please help on a solution to acive the same.

Thanks!

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Re: Why does Marketo override my updates in SFDC?

Hi Apurva,

In admin -> field management, you can select a field an block it from update by source. So you could block every update which source is not SFDC. The limit is that it will also block updates for leads.

The other possibility is to change the SFDC profile of the SFDC sync user and set these key fields in read-only mode.

-Greg

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Re: Why does Marketo override my updates in SFDC?

Hi Apurva,

In admin -> field management, you can select a field an block it from update by source. So you could block every update which source is not SFDC. The limit is that it will also block updates for leads.

The other possibility is to change the SFDC profile of the SFDC sync user and set these key fields in read-only mode.

-Greg

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Re: Why does Marketo override my updates in SFDC?

Thanks Greg! So, just to be double sure, if I remove the edit perms from the SFDC profile, it will not update SFDC? Also, it will be visible to Marketo, and won't affect updates in Marketo? In other words, the sync will only happen from SFDC to Marketo? Correct?

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Re: Why does Marketo override my updates in SFDC?

Yes, this is it.

-Greg

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Re: Why does Marketo override my updates in SFDC?

Thanks so much Greg . You have saved a lot of my time here. If I want to test this out in my sandbox first, how do I do this? Currently, my marketo account is enabled for production. I read in the product docs that once you enable the sync, you cannot stop it. I would want to test out a few things with my marketo and salesforce sync, since we are changing a lot of sync settings for contact/leads/accounts. Is there a way I can achieve this?

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Re: Why does Marketo override my updates in SFDC?

Hi Apurva,

It is technically impossible to change the SFDC instance your Marketo instance connects to.

If you really need to do this on a regular basis, you may want to consider using a Marketo sandbox, but this has a cost (license + setup)

-Greg

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Re: Why does Marketo override my updates in SFDC?

Oh! I see. So not possible. But, thanks for all the help Greg! Appreciate it.