SFDC Workflow to update Sync To Marketo SFDC checkbox

[Anonymous]

We have an enormous SFDC database. We don't want to pay for an enormous Marketo database so we have a SFDC field for "Sync to Marketo." Marketo sync is blocked until this checkbox is checked.

Now, I want to create a SFDC workflow so that as soon as a lead/contact is added to a SFDC campaign, that the checkbox gets checked. Any advice?

[Grégoire_Miche2]

Hi Amy Laroway,

In SFDC, that will not be possible, as a workflow on campaign member will not be able to update the lead or the contact.

You may want to consider 3 alternatives :

1. in SFDC, create a trigger. This needs some development skills, but if done properly, will work very well. It's not an overly complex development though.
2. In SFDC use a new feature called Process Builder, to update a lead or contact from the creation of a campaign member, though an autolaunched flow. You may hit a limit, though, in case many leads or contacts are added simultaneously.

Unfortunately, you cannot do this in Marketo, because the lead, when added to a SFDC campaign will be pushed to SFDC and immediately will "disappear" from Marketo's view.

-Greg

[Anonymous]

Yes I want to do it on the salesforce side first so those records will be visible to Marketo.

Amy M. Laroway

Marketing Manager, Infrastructure

Direct: 770.299.9099

Mobile: 404.406.4537

Email: alaroway@relus.com<mailto:alaroway@relus.com>

http://relus.com

Sent from my iPhone -- Please excuse typos and brevity.

[Grégoire_Miche2]

Hi again Amy,

So the 2 ways I wrote would work.

-Greg

[Grégoire_Miche2]

Hi again Amy,

Do not forget one point, if a lead comes on a web form and fills it out, that lead will be created in Marketo and then pushed to SFDC. But it may happen that this leads already exist in SFDC, as a lead or as a contact with the "Sync to Marketo" field unchecked. In this case, you will have a duplicate.

-Greg

[Alex_Stanton1]

Just theoretically - if the record does come into Marketo first, there could be a check through a third-party tool that merges the two records into one in SFDC and that would sync the record to Marketo. I imagine one could write a trigger in SFDC to update the "Sync to Marketo" field to act when any of the Marketo only felds gets populated.

[Anonymous]

Thanks Alex! Any suggestion for such a third party tool?

[Alex_Stanton1]

There are a number of them - a good starting point is a Launchpoint partner like RingLead or similar because they will understand the Marketo end as well as the SFDC one. Probably best to work with your SFDC Admin to pick a tool that will fit your processes.