Custom Sync Filter Using Multiple Fields?

Kana_Ng
Level 2

Hello Everyone,

 

We're trying to prevent specified new leads in SFDC from syncing to Marketo until they are converted into active accounts. I understand you can create a custom sync filter to do this, but was wondering:

  1. Can this be done combining logic from 2 different fields? Ex:
    1. If unregistered_lead_c = True AND Account Status = Not Active, do not sync with Marketo
    2. If unregistered_lead_c = True AND Account Status = Active, sync with Marketo
  2. Can the logic to sync/not sync be based off of a specified status, or does it have to be a boolean field?
2 REPLIES 2
SanfordWhiteman
Level 10 - Community Moderator

The filter field is expected to be a Boolean. You can manage that field with SFDC Flow/Apex to have it be the result of multiple contributing fields.

Kana_Ng
Level 2

Got it. Just wanted to check if it was possible. Thank you!