Setting visibility for a record in Salesforce from Marketo End.

[Gayathiry1]

Hello Team,

Here is a use case.
There is a trigger campaign in Marketo which deletes the confidential data (the record which is selected as confidential in Salesforce end). The flow set is set as such it deletes from Marketo database but not in CRM.

Can we also control the deleted records to be kept hidden in Salesforce? If yes, should it be done in Salesforce admin settings?

Thoughts please?

Thanks in Advance,
Gayathiry

[SanfordWhiteman]

If you set SFDC sharing rules to include a Boolean like Hide from Marketo then yes, you can change that field from the Marketo side and immediately break the sync (and all future syncs) for that SFDC record.

However, I wouldn’t recommend you do it that way because it’s less than graceful (itinterrupts the sync midstream).

Instead:

• create a custom DateTime field like Hide from Marketo after DT (and of course sync that to Marketo)
• the DateTime field will trigger actions after update in SFDC  to flip Hide from Marketo, the true hiding field
• in your Marketo flow, set Hide from Marketo after DT to {{system.datetime}} in Marketo, then Sync to SFDC

That way the final sync will complete but the person will not be seen in future syncs.

[Gayathiry1]

Thanks for your reply!
So, if there is a custom field which is mapped as "confidential" for a record, and if that record is deleted from Marketo end, will it be visible in Salesforce on search?

[SanfordWhiteman]

SFDC Sharing Rules determine which records Marketo’s SFDC User* can see. So you’d exclude anyone with Confidential=true from Sharing Rules.

*technically, Marketo’s SFDC User’s Profile