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Is There a Marketo Workflow to update Sync To Marketo SFDC checkbox

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Anonymous
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Is There a Marketo Workflow to update Sync To Marketo SFDC checkbox

Is there a way via Marketo to update the sync to Marketo checkbox in SFDC records? We have a lot of records in SFDC where the box is no checked and instead of manually doing that, I would like to automate that process.

Thanks

Jason

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John_Clark1
Level 10

Re: Is There a Marketo Workflow to update Sync To Marketo SFDC checkbox

Hi Jason,

If you have a filter in place based on that checkbox, then those leads that aren't currently syncing could not be updated by Marketo.  Have you looked at using the Data Loader on the SFDC side?  That should allow you to export the list of leads to update, then add the "true" value for the checkbox field, and re-import the list of leads.  They'll all by updated, and then start syncing to Marketo.

John

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2 REPLIES 2
John_Clark1
Level 10

Re: Is There a Marketo Workflow to update Sync To Marketo SFDC checkbox

Hi Jason,

If you have a filter in place based on that checkbox, then those leads that aren't currently syncing could not be updated by Marketo.  Have you looked at using the Data Loader on the SFDC side?  That should allow you to export the list of leads to update, then add the "true" value for the checkbox field, and re-import the list of leads.  They'll all by updated, and then start syncing to Marketo.

John

Anonymous
Not applicable

Re: Is There a Marketo Workflow to update Sync To Marketo SFDC checkbox

Thanks John. Very helpful. I'll look into the Data loader option.

Cheers,

Jason