Trying to nail down a problem that has been causing us allot of headaches.
In our Salesforce instance, contact email addresses in some cases are not unique to an individual. For example, different contacts may be listed under the same company or another company with the same email address:
We are working towards the goal of requiring all contact and lead email addresses to be unique but we are a few months out from making that happen.
The problem is each time our Marketing team loads a list in Marketo and the sync runs Marketo is overwriting contact first and last names with another contacts info. So Tonya Harding may be overwritten to become Rod Stewart, Rod Stewart becomes John Smith etc.
Currently we have to run a report in SFDC daily to pull the contact history and run a data loader job to revert the names to the prior values.
We have tried changing the Marketo Syncronization user/profile configuration remove edit rights on these fields but it will not allow us to remove the edit rights.
We have tried creating a workflow rule to block the Marketo User in SFDC from updating the name fields which works but it also blocks updates to other fields.
Does anyone have a similar issue or suggestions on a fix?
Thanks!
Paul
AND(
OR(
$Profile.Id <> '00eG000000102oj',
ISCHANGED(FirstName),
ISCHANGED (LastName),
PRIORVALUE(FirstName) <> ""),
PRIORVALUE (LastName) <> "")
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