We currently purchase lists for use in Salesforce and Marketo. The current workflow is flawed, and we are not sure where the problem lies in the sync. Here is what we are doing:
We would like the Lead Source field to check for a value in that field, and not include it in the twice a day sync for form completion. The problem is that we are losing information that we need to track regarding the viability of the lists we receive.
So, my question is, what is the industry best practice when it comes to Marketo and Salesforce syncing, both for initial batches of data AND for form fillouts that come in from Marketo? Are we doing something wrong, and what can we do to ensure that:
Thank you for helping us to understand this better!
I understand that you do not have set up the standard Marketo - SFDC sync and that you are using a export/import process to sync data between the 2 products. Am I correct ?
On step 2, ou say that you set the lead source info during the export process. Are you setting up the value of the lead source field in Marketo ?
ON Marketo, you can lock field updates in the admin -> lead management section, so that once the field has a value, it cannot be changed in the furture.
You could also use your smart campaigns that you use for the Sync to say 'Lead Source IS EMPTY' and that would only populate that field if there is nothing there.
And then you could also use the choice if 'Lead Source IS xxxxx' then update the new field you've asked for (we use Lead Source - Most Recent', and this populates each time.