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SFDC Sync Tip - Using a SFDC Queue

SFDC Sync Tip - Using a SFDC Queue

Here are a few helpful tips regarding assigning a record to a queue when using the Sync Person to SFDC flow step:

 

Brian_Law_MKTO_0-1613268449442.png

 

  • If the record flowing through the flow step is a
    • Marketo only record a new SFDC lead will be created
    • SFDC Lead any field updates will be synced from Marketo to SFDC and the owner will change to the Queue
    • SFDC Contact a new SFDC lead will be created
  • The value in Marketo for Lead Owner for any records assigned to a SFDC Queue will be empty

Brian_Law_MKTO_1-1613268738290.png

 

Additional resources for learning about the Marketo integration with SFDC.

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