***Reposting in this space***
Up until a week ago, only a certain subset of all the leads contained in SalesForce would be accepted into my Marketo instance (I assume based on what Record Types my SalesForce Marketo Sync User has access to?). It appears no changes have been made to the Marketo Sync User account. I know my Marketo accepts whatever SalesForce sends over. How do I keep SalesForce from sending over other Record Types? Or, can I prevent Marketo from accepting other Record Types?
Some background: I share a SalesForce instance with 2 sister companies. One sister company uses Pardot, and the other does not have marketing automation. Just recently, whenever an update is made to either company’s leads, it is now being synced to Marketo. I was told a recent change was to make all SF leads “Public” instead of “Private.”
Any help would be appreciated. Thanks,
You are going to have to walk through the Marketo User permissions with your admins.
You should also discuss the data strategy.