How to prevent already deleted leads from being re-created with Salesforce sync

[Jiwon]

Hi there,

I'm Jiwon

I'm wondering how to prevent already deleted leads from being re-created with Salesforce sync, as it is with the title.

According to the privacy policy, marketo leads are deleted when customer reaches the destruction date. 

At this time, we do not delete sync leads within Salesforce.

Once again, if there is a lead in Salesforce that is synced with a lead that has been deleted from Marketo, the lead remains in Salesforce.

The problem is that if the lead records remaining in Salesforce are modified, the lead will be created in Marketo again.

Deleted marketo reads are filled with [destruction date] and [destruction reason] fields.
I want to prevent these two fields filled marketo leads from being generated again with Salesforce sync.

I'd really appreciate it if you could tell me how.

Thanks,

Jiwon

[SanfordWhiteman]

If you cannot delete them, use an SFDC Sharing Rule to hide those people from the SFDC user used by Marketo.

Note this will stop the people from being recreated by the SFDC sync. It will not stop them from being created in Marketo via list uploads, form fillouts, etc.

This also means if the person re-enters from the Marketo side and is synced over to SFDC, you’ll have duplicates in SFDC (one shared with Marketo, one not). You’ll need to take appropriate action to un-hide both records in SFDC, then merge them.

[Jiwon]

As far as I know, sharing rules are the role of expanding access, not reducing it.
How is it possible to hide a record that can't be synced to a sync user?
I understand if the process of adding marketo sync user to sharing rule is essential when integrate to sfdc. Is that correct?

[SanfordWhiteman]

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As far as I know, sharing rules are the role of expanding access, not reducing it.

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Yes, sharing rules dictate which leads will be visible.

“Hide” means exclude them from the sharing rule based on some combination of field values.

[Jiwon]

https://experienceleague.adobe.com/ko/docs/marketo/using/product-docs/crm-sync/salesforce-sync/setup...

The document for sfdc integration does not say that the sharing rule setting should be default,
In the previous integration process for other customers, I did not set up the sharing rule for the marketo sync user,

but there was no problem with the sfdc integration. I'm very confused.

[SanfordWhiteman]

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I did not set up the sharing rule for the marketo sync user,

but there was no problem with the sfdc integration. I'm very confused.

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There was no “problem” with the SFDC integration, but there was the exact behavior you described above where people are automatically synced if visible. If you don’t want that to happen, you need to use sharing rules and/or a custom sync rule. The simple sync setup will not work.

[Jiwon]

Ok.... thank you for your explanation !

What you mean is that sharing rule is not mandatory for sfdc integration, but it can be used if I limit the rights to sync user?
This is very inconsistent so I'm confused..
I'm also aware of asking the support team for custom sync filter as another solution, I'll consider this method more...

[SanfordWhiteman]

Not sure what’s inconsistent?

You either allow Marketo’s SFDC user to see everything, or you don’t. It’s all in how you set up the SFDC user. Marketo doesn’t know (nor care) why it can’t see an object if it can’t see it now and has no memory of seeing it in the past.

To use a custom sync filter instead, you’d have to toggle a boolean field (Do Not Sync) whenever the “destruction date” is set to a non-empty value.