Hank_Hansen

I'm assuming there have been no recent changes related to this and writing to Salesforce custom objects still requires the Salesforce API? Or any news of forthcoming changes?

I should have mentioned the signature goes beyond first and last name. I'd rather have logic that looks at the lead owner and applies the corresponding signature in its entirety which will be unique for each lead owner (first name, last name, title, phone extension). Sounds like Josh's snippet sugge...

I think I have this sorted out by using segment smart lists.

I think I have this sorted out after speaking with support. It sounds like segment smart lists will handle my needs.

I've read about segments and it sounds like once you commit a lead to a segment, it's permanent and there's no assigning the lead to a different segment if needed in the future?

I'd be inclined to guess they'll be okay if they're deduping by email in Marketo. Sugar support claimed the connector would restore sync once we reduced the # of duplicate email addresses but they could not provide any guidance on how many instances of duplicates would need to be addressed.

I'm not at liberty to say but let's just say we're moving forward and in talks with Salesforce 🙂

Exactly 🙂 Thanks for the confirmation - SugarCRM uses unique record IDs for Marketo sync, so it's a mystery why they are having a problem related to duplicate email addresses.