13 Replies Latest reply on Feb 16, 2016 7:08 AM by Irwin Horowitz

    Salesforce Sync Options

      We are wanting to sync our leads from Marketo to Salesforce. Salesforce requires certain fields to be filled out in order to complete the sync, such as Last Name and Company Name. Since Marketo doesn't require these fields for every lead, it creates a sync problem.

       

      In the admin section of Marketo, under the Salesforce tab, I see the following Sync Options dialog box. I'm wondering if the two boxes under Lead Information is where I could assign a default name to be automatically zapped into the lead record (if it's empty) so that it can successfully be synced with Salesforce. Am I assuming that correctly? Does it only change these fields if they are totally empty? Does it only change these fields when it is attempting to sync with Salesforce?

      Screen Shot 2015-09-10 at 11.16.17 AM.png

       

      Thanks so much for any help.

        • Re: Salesforce Sync Options
          Kenny Elkington

          Correct, Allison.  That's exactly what those options do.

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          • Re: Salesforce Sync Options
            Grégoire Michel

            I Allison @ Alayana,

             

            I rather consider best practice NOT to enter values in these fields. If these fields remain empty, then any lead for which these values are not provided (for instance if you use a very short form for newsletter subscription with only the email address) will not be pushed to SFDC, since these 2 fields are absolutely required to insert a lead in SFDC.

             

            If you provide values, then you will have potentially many John Does from ACME in SFDC, which may not look that funny to your sales, so make sure these leads temporarily remains hidden from the sales (using a non public right management for leads and assigning the lead to a queue to which the sales do not have access).

             

            Last point, it may happen that some other fields are required in your SFDC instance. In which case you would have to handle then with smart campaigns before inserting.

            You may also like this idea : Add default values for other lead fields in the admin-> salesforce sync options

             

            -Greg

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              • Re: Salesforce Sync Options

                You bring up some good points, Grégoire. And it's definitely for each organization to decide what works best. Our Salesforce does not allow a lead into its system if the lead does not have a company name and although we'd love to know the company name for all our leads, it's been determined by Sales that it is not absolutely necessary to know before they start the sales process. They would rather see Company Name (indicating that we don't yet know the company the lead works for) than not see the lead at all if it is a potential customer.

                 

                But very good points about not wanting a bunch of "John Does" - I agree it would be best not to overuse the default values.

                 

                Thanks for bringing up that side of things!

                • Re: Salesforce Sync Options

                  Thanks for the great responses!

                   

                  One hurdle we've come across with syncing leads over to Salesforce is there needs to be some sort of text in those fields in order to sync over. We use the default value "From MarketoUnknown" (to show sales that it's a lead marketing acquired but we do not have that information), but when I try to delete that value out of SalesForce, or from Marketo, it re-populates with that same "From MarketoUnknown" data. So I wish there was a way to keep it blank, but because of the API/Salesforce system rules, we can't.

                   

                  Question #1: Has anyone found a workaround to nullify that data? Or would the solution to be not to sync that lead to Salesforce? Or is keeping a default value the only option?

                   

                  Really where this issue came about is evaluating progressive profiling-we have leads that look like they have complete lead records, but because Marketo recognizes that default text being filled in with From MarketoUnknown, it doesn't ask for it again. And since the API/sync doesn't allow us to keep those blank, we can't effectively track or allow for updates on our progressive profiling forms.

                   

                  Question #2: Has anyone figured out a way to show fields on progressive profiling if those default values exist on the lead record?

                   

                  I also tried using visibility rules within progressive profiling for last name and company "if contains From MarketoUnknown" as a workaround, but that functionality doesn't work within progressive profiling.

                   

                  Question #3: Is there a way to make visibility rules work in progressive profiling?

                    • Re: Salesforce Sync Options
                      Grégoire Michel

                      Hi Alayana,

                       

                      #1 There is absolutely no possibility to nullify lead last name or lead company name once it is in SFDC. These 2 fields are mandatory in SFDC standard config, and these constraints cannot be deactivated... So the only solution is the one I suggested : keep these fields empty in Marketo so that they do not synchronize to SFDC in the first place.

                       

                      #2 : progressive profiling is also automated. So the only way to show an un-empty field is to set it outside of the progressive profiling zone. BTW, putting the last name outside the progressive profiling zone can be a good idea. For the company name, it is more subject to discussion.

                       

                      #3. No, as you cannot have a double control of whether or not a field is displayed.

                       

                      The only advantage to enter a default value is for the sake of reporting (so that you have the exact same number of campaign members in SFDC than program members in Marketo programs). Otherwise, I am still waiting to see a situation where it's a good idea to set them.

                       

                      -Greg

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