Ive been advised against a bi-directional sync on the account object by Marketo Support and Id like to ask the community here on their opinion. We have a number of fields that live on the Account level (revenue, location, etc.) and Im trying to run normalization/cleanse programs in Marketo to update data in Salesforce - which includes Account object field data. I was referred to do this in Process Builder in Salesforce but would rather keep everything together.
Is anyone syncing to Marketo from SFDC account object level and if so, for all items or just some? --OR--
Are you with the support team and advise against it? Why?
Thanks in advance!
Currently I would advise against it as there is no true account object in marketo at this time. We will be releasing the Account Based Marketing Module later this year tat will rectify this situation and provide you wit a true Account object to sync with.
What is everyone doing in the meantime? We are trying to have clean data to have proper segmentation capabilities but this is near impossible due to Salesforce switching the values back during the sync.