How to prevent Salesforce sync on existing leads

[Anonymous]

Is there a way set up a smart campaign to only sync leads into Salesforce if they are not already in Salesforce?  I only want this to occur for one specific event, so doing a mass block update to specific fields would not work in this case.

[Anonymous]

Hi Diana,

Would adding a filter option of "SFDC Created Date" is empty work?

That would imply that a lead qualifies only if they didn't have a created date in SFDC. This should only be the case (I'm assuming) if they didn't exist in SF already.

Hope this helps!

[Anonymous]

Diana, in your SFDC sync condition, add a criteria for SFDC Type. If SFDC Type is not empty, do nothing, otherwise, sync.

[Anonymous]

Thanks for both your suggestions.

I'm using 'Sync Lead to SFDC' and it does not give me an option for 'do nothing'...only users from our instance of SalesForce.

[Anonymous]

Diana, perhaps this is a product enhancement, but if you clear out the "-- Use Auto-Assignment Rules --" by clicking in the box and deleting the text, then clicking outside the box, you'll see a greyed out "Do Nothing."

[Anonymous]

Following what Charlie said, if you plan on setting it up that way, I would suggest changing the is empty  to is not empty

The way it's set up in the screenshot, only leads that exist will be synced and assigned to you.


It should read:

If: SFDC Created Date     is not empty
Assign to: Do Nothing

Default Choice:
Assign to: User: Diana Silva

Like Charlie said, you should be able to delete the text in choice one, click outside of the box and it will say "Do Nothing"

[Anonymous]

Thank you both!!

[Anonymous]

You're welcome, happy to help!