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Salesforce Sych Question
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on Jun 10, 2013
on Jun 11, 2013 by 600627fc64a6d68ee5543f5908014825c5b88e31
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How can you Marketo sych with Salesforce.com without taking over all the leads? Has anyone done this before without doing custom work in Salesforce.com? I was able to do this with a previous marketing automation system.
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Jun 10, 2013 5:35 PM
There are quite a few threads on this. The best way seems to be to restrict the records and data your SFDC Marketo User can see. It's not always custom work in SFDC.
If you did not want Marketo to push leads to SFDC, that's easy - just make sure your master sync campaign has specific MQL criteria before syncing to SFDC. Of course with the Programs linked to SFDC Campaigns, you'll find more leads syncing over. You can control this by setting up SFDC Lead Queues and setting the Auto Assignment rules to push leads into holding pens where Sales won't see them.
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Jun 10, 2013 7:59 PM
I appreciate your advice. We have just implemented SFDC and we don't want some of the leads that were uploaded in SFDC to sych with Marketo. I will search look for threads to see how to restrict the records and data my SFDC Marketo user can see.
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Jun 11, 2013 4:30 AM
What leads/contacts will be synced over to Marketo from SFDC entirely depends on how you have set up the Marketo user in SFDC to handle the flow of data between Marketo and SFDC. Whatever records this user can see Marketo can see.
If you have a public sharing model in SFDC then it is very likely that all users will be able to see all records therefore Marketo will sync all records. If you have a private sharing model then only the record owner and users above the owner in the role hierarchy should have access to the record. (Exceptions can be created via Sharing rules)
We created a video on this subject that goes through step-by-step how you would need to limit the records that Marketo can see.
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Non-Marketo User Able To View Entire Contact Record
Marketo Form on Landing Page - Position
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