Up until a week ago, only a certain subset of all the leads contained in SalesForce would be accepted into my Marketo instance (I assume based on what Record Types my SalesForce Marketo Sync User has access to?). It appears no changes have been made to the Marketo Sync User account. I know my Marketo accepts whatever SalesForce sends over. How do I keep SalesForce from sending over other Record Types?
Some background: I share a SalesForce instance with 2 sister companies. One sister company uses Pardot, and the other does not have marketing automation. Just recently, whenever an update is made to either company’s leads, it is now being synced to Marketo. I was told a recent change was to make all SF leads “Public” instead of “Private.”
Any help would be appreciated. Thanks,
If you expect an answer, you should not post product related questions to the Champions group. See Getting the most of the community when you have a Marketo question
The simplest way it to set up a sync filter. See:
It was frustrating being forced to choose a place to post, without any indication on which place was best. Thanks for the additional links.