5 Replies Latest reply on Oct 14, 2015 4:00 PM by 584500addc3e2e16553026ee962f69a67f199fa6

    What qualifies leads to be synced from Salesforce to Marketo?

      Hi,

      I am wondering because, say you delete your unsubscribed leads from Marketo but not from Salesforce...will they ever pop back into Marketo some how but then the record will not say that they are unsubscribed because Salesforce does not keep that info...? Basically, is it safe to delete unsubscribed leads from Marketo but to keep them in Salesforce. Thanks!
        • Re: What qualifies leads to be synced from Salesforce to Marketo?
          There is a field in Salesforce called "Email Opt Out" this is the mapped field to "Unsubscribe" in Marketo, So theoretically your SFDC record would retain this information.

          Do you have a stop sync field? If you do you should stop the sync from the salesforce side when the Email opt Out checkbox is checked. That way you can do your marketo cleanup. Only issue here is if they fill in a form and sync from Marketo to Salesforce it will create a dupe.

          I maintain my data by setting some data requirements and they do not sync unless they are demmed Marketable. examples of some of my criteria.
          - Invalid Email Address
          - No Email address
          - Not Marketo deployed country

          I stop these from syncing and then on the Marketo side they get moved to a Data removal partition where I do a manual cleanup (too scared to automate that yet).

          Hope that helps
            • Re: What qualifies leads to be synced from Salesforce to Marketo?
              Liliana Cheng

              Hey Melanie, I found this old thread and I'm curious about how you set up the no-sync settings. From what I understand, you created those rules in Salesforce, correct? What does that look like?

               

              Thanks!

                • Re: What qualifies leads to be synced from Salesforce to Marketo?
                  John Clark

                  Hi Liliana,

                   

                  You can use sharing rules or permissions in SFDC to hide leads/contacts from the sync user, which prevents them from syncing to Marketo.

                   

                  You can also open a support case with Marketo to have a custom sync filter put in place.  This would be a custom field in your SFDC instance like "Sync To Marketo".  Any lead or contact marked with that field would be synced down to Marketo, and any others would be ignored.  This should be a last resort though, as the sharing rules and permissions give you more control over your sync.

                   

                  John

                  • Re: What qualifies leads to be synced from Salesforce to Marketo?

                    Hi Liliana

                     

                    Yes I did create those rules in Salesforce - it is quite complicated and involves code.

                     

                    How it works is my Salesforce Developer created some code and we have a custom object that (as a non salesforce developer) I can update and maintain and the code just reads my dataset records. Everytime a lead or contact is edited it triggers the code to check through the list of criteria.

                    e.g of a Dataset - IF Record type ID = xxxxxxx AND Email address <> NULL AND Invalid Email = FALSE then mark a checkbox "Marketable record"

                     

                    Marketo Support created me a checkbox which we called "Push to Marketo?" so when that checkbox is true the record syncs. When it is false it breaks the connection.

                     

                    I have a workflow that when Marketable Record is edited to true (via code) then this updates the Push to Marketo checkbox and the sync happens

                    I also have a time dependent workflow to do the reverse, so when Marketable record is marked as false (i allow an hour for all necessary updates to copy across) then the Push to Marketo checkbox is unchecked.

                     

                    I do regular cleanups in Marketo to delete the records that have become unmarketable.

                     

                    Gosh I hope that makes sense.

                • Re: What qualifies leads to be synced from Salesforce to Marketo?
                  If you delete leads in Marketo, but not in Salesforce, they could be synced back over if the records are ever updated in Salesforce.