Matketo, SFDC sync

[Anonymous]

Hello,

          We are currently working on a SFDC project in which one functionality is to link Marketo with SFDC. But there is something we would like to find out about customising marketo and if it is possible, before we link our marketo sandox with our salesforce sandbox.  We would like to have a check box field in marketo for leads/contacts  that helps in synching into them SFDC. So, for example if the check box is checked, the record is synced else its not.

Future developments: Once this is done, in the later stages we would implement the same kind of functionality  when SFDC contacts are synced with Marketo but with some criteria (might not be a check box).

It would be really appreciated if you could help us in this customisation.

Thanks in advance.

[Josh_Hill13]

Sure, you can do this anytime. Just put the checkbox or field in SFDC first and it will sync to Marketo.

if you prefer to only worry about syncing from Marketo > SFDC, then you can make a custom Marketo field (which won't sync to SFDC).

In your workflow for MQL, just make sure that the flow looks only for leads with the field=TRUE (ok to sync).

If you're worried about sending leads from SFDC to Marketo, then all you need to do is have the Marketo User be unable to see records with that checkbox=true.

I have heard of other firms doing this, so go ahead.

[Anonymous]

Thank you for the idea. I would definitely try that out