2 Replies Latest reply on May 15, 2014 11:36 AM by Jenn DiMaria

    Suppress SFDC Sync By Form

    Jenn DiMaria
      We are in the process of migrating our customers from one support system to the SFDC Support Cloud.  In order to do so, we are sending out an email and direct mail piece asking customers to update their information; however, we don't necessarily want that information to sync to SFDC.

      That said, if they're already in SFDC, we'd like to still have their Contact ID attributed to the updated record to make our future lives easier.  Once the campaign is completed, we will take the list of form submissions and import them to SFDC.

      Is there a way to have people complete the form and not update their SFDC record?  I don't want to break our sync, nor do I want to suppress updates on a field-by-field basis because we have other campaigns running.  I just want to handle all form completions in its own Smart List and export them afterward.

      Is there a way to do this?  Or does anyone have a better idea on how to handle this?

      Thanks in advance!
        • Re: Suppress SFDC Sync By Form
          Why don't you want their information to sync to SFDC right away? It sounds like that's exactly what you're planning on doing manually anyway?

          You could create new Marketo fields for Name, Email, etc that you put on the form. This way, you don't have to worry about the sync because the data will live in a separate field. Then, whenever you're ready, you can export the data from the new fields and put into the standard ones.
          • Re: Suppress SFDC Sync By Form
            Jenn DiMaria

                 Hi Grant!

                 We don't want the information pushed it right away in case the data is sloppy.  For example, we wouldn't want their Company Name to update if there's a reason we have them in the system a specific way.  Our customers, for many reasons, may be referred to by multiple corporate names.  Your solution may work - I'll test it out!