Sync to Marketo field: What next?

[Anonymous]

Conditional formatting:

Several discussions refer to a workflow when blocking leads from syncing using a Sync to Marketo field. How is this done? Is it in Salesforce? Is it a workflow? What does it look like? Could someone elaborate how this system works once the boolean field is created?

Thanks in advance

Bill

Reference:

Using Conditional Syncing between Marketo and Salesforce.com

[Dan_Stevens_ · Accepted solution]

Bill, have a look here:

Instructions for Creating a Custom Sync Rule

[Anonymous]

Excellent, thank you Dan. I didn't see this article in my searches. Very informative, thanks.

[Casey_Grimes]

Hi Bill,

Given your specific situation there may be some additional nuances to consider—please feel free to reach out.

[Anonymous]

Thanks Courtney. Yes, our SFDC instance has become even more -ahem- nuanced.