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Block First & Last Name field values being synced from Marketo to CRM (Salesforce)

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Anand_Raj_S1
Level 3

Block First & Last Name field values being synced from Marketo to CRM (Salesforce)

Hello Team,

Is there way to block First & Last Name field values being synced from Marketo to CRM (Salesforce).

As far as investigated, wonder to see no option to do it from Marketo end. I might have missed something. Please let me know if this can be achieved through Marketo or from CRM end.

-Anand

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Grégoire_Miche2
Level 10

Re: Block First & Last Name field values being synced from Marketo to CRM (Salesforce)

Hi Anand,

You can do this in SFDC, restricting the rights of the Marketo user to update these fields. You can do this on the contact object, but not on the lead object, as you would not be able to push new leads to SFDC.

Another way is to use dummy fields to store SFDC values each time the data is changed from SFDC and restore these values each time a change occurs from another source. For this, you will need to use the "Data Value Changes" trigger with a "Source" constraint, and some "Change data value" flow steps.

-Greg

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Grégoire_Miche2
Level 10

Re: Block First & Last Name field values being synced from Marketo to CRM (Salesforce)

Hi Anand,

You can do this in SFDC, restricting the rights of the Marketo user to update these fields. You can do this on the contact object, but not on the lead object, as you would not be able to push new leads to SFDC.

Another way is to use dummy fields to store SFDC values each time the data is changed from SFDC and restore these values each time a change occurs from another source. For this, you will need to use the "Data Value Changes" trigger with a "Source" constraint, and some "Change data value" flow steps.

-Greg

View solution in original post