How to setup Marketo and Saleforce to sync based on checkbox

Anonymous
Not applicable

How to setup Marketo and Saleforce to sync based on checkbox

Hello,

I'd like to setup my Marketo/Salesforce sync to only happen when a checkbox "Do not sync to Marketo" is unchecked.

Can someone help me understand how to set this up?

Thanks!

2 REPLIES 2
Anonymous
Not applicable

Re: How to setup Marketo and Saleforce to sync based on checkbox

Do you want record level capabilities or system as a whole?  The latter is there for you already via Disable Sync.

Grégoire_Miche2
Level 10

Re: How to setup Marketo and Saleforce to sync based on checkbox

Hi Amanda,

The reason why this question has not been answered fo far is because it has been posted to the Champions group and not to the products section. Read here: Getting the most of the community when you have a Marketo question

These 2 articles may help you understand the sync:

"Sync with Marketo" mysteries part 1

"Sync with Marketo" mysteries part 2

To set it up is easy:

Create the fields in SFDC on lead and contact. Let them synchronize with Marketo. Then log a ticket to support to have the filter enabled.

-Greg