block leads/contacts from Marketo

[Anonymous]

We are trying to build a relationship between Marketo and Salesforce where the only records that come into Marketo (apart from inbound leads) are Salesforce records associated with synced campaigns. This means traditional sharing rules won't really work for us. If we built a checkbox to identify which records to sync, how would we know when to un-check it?

For example, if a Salesforce Lead is added to a Salesforce Campaign synced with Marketo, it could check the box, giving Marketo visibility, and creating the record in Marketo. When the campaign completes, Marketo can uncheck the box, delete the record from Marketo, and the record stays in Salesforce and stays associated with the Salesforce Campaign. Simple enough.

However, if a lead is added to 5 marketo campaigns, has completed 3 of them, but is still active in two synced campaigns, how can we build logic to tell Marketo to keep that lead if and only if it is a part of a synced campaign?

[Anonymous]

I posted an idea on this issue. Please like it if this fits your needs:

Sync Salesforce Records Based On Campaign Membership

https://community.marketo.com/MarketoIdeaDetail?id=08750000000JgTRAA0

[Anonymous]

Hi Veronica,

Have a question for you or anyone is free to asnwer ofcourse. We want leads to not sync from Salesforce to marketo if the lead does not have an email address. And once it does have an email, it is ok to sync.

What is the best process to get that to happen?

Thanks,

[Veronica_Holme4]

Hi. You'll need to set the profile of your Marketo sync user in Salesforce to only "see" leads where the email address is not empty.

You can do this using custom permissions in Salesforce. You need what is called a "criteria-based sharing rule" in Salesforce. You can use this to only display to Marketo a subset of records of a particular field - so in this case only let Marketo have access to records where the email address is not empty.

Some instructions here in the Salesforce help database might help you. It's a bit tricky and you will need the help of your Salesforce admin (if that is not you).