Re: Email deleted out of SFDC

Anonymous
Not applicable

Email deleted out of SFDC

Hi All,

My Marketo sync user in SFDC has some sharing rules in place that restricts records without an "@" symbol in their email address from syncing with our Marketo instance. However, the problem that I run into is when a records syncs to Marketo and then sometime down the road a sales rep deletes the email out of salesforce. This causes the sync to break, and the record not to be updated in Marketo. This seems to happen when a record leaves a company and the email gets deleted.

Any suggestions on how to manage this? I can remind the sales rep not to do that, but curious if anyone has experienced this or something similar and how you managed it.

Thanks,
Taylor

 
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SanfordWhiteman
Level 10 - Community Moderator

Re: Email deleted out of SFDC

An Apex trigger is one way.  I would say once you have an email address for a record, deleting it completely rather than marking it as future-unusable is poor practice.  Otherwise, you have no way to correlate old emails (inbound or outbound) with a known contact.
Anonymous
Not applicable

Re: Email deleted out of SFDC

I hope this helps:

From the profile in Salesforce, you can de-select delete under the Field Level Security for the Object (Lead, Account, Opp, etc...) It is good practice to prevent reps from deleting records.

Cricket