Steven_Vanderbe

Hi Allison, You may want to shoot this over to Support.  It will probably involve taking a look at your backend to see how records are syncing. ... View more

Hi Victoria, Blocking fields from updates will only block changes made to already existing values.  This still allows leads to submit values to the field the first time.  So yes, if you were to block Name, Company,and Title new leads would still be able to fill out a form and that info would be saved so it can be sent to SFDC for the first time.  On subsequent form fillouts the lead would not be able to overwrite what was already in that field.  You can also choose to only block field updates for form fillouts so that sales team still has the ability to correct typos in SFDC and have that corrected info flow down into Marketo. There's not really any best practices for tracking changes to blocked fields since blocked fields can't be changed   If there is a field you are concerned about you could always set up a trigger campaign to send an alert to someone whenever a value on the field is changed by something. ... View more

Hi Victoria, Two options: 1.  On customer facing Marketo forms you can choose to block the fields from updates inside of Field Management.  Blocking first and last name from updates on form fillouts would, for example, prevent a lead's typos in their first and last names from being saved to Marketo (and in turn prevent a typo from reaching SFDC).  New values would still be able to populate those fields, just not updates/changes. 2.  Take away write access on the fields in question for the Marketo sync user.  If the Marketo sync user does not have write permissions to a field then Marketo would not be able to update it. Option 1 is probably preferable so that new leads could still be synced to SFDC with all values without running into write permission failures.  Option 2 is also not a supported method (we support the permission configurations detailed in our documentation). ... View more