2 Replies Latest reply on Oct 12, 2016 7:16 AM by Grégoire Michel

    Avoiding SFDC overwriting newer values from Marketo

    Matt Stone

      I've run into the following situation a few times and am hoping someone might have a solution:

      1. A new lead is created
      2. The lead is synced into SFDC as a lead
      3. Smart campaigns in Marketo run triggered by lead creation, updating various data values
      4. A managed package automatically converts the lead to a contact in SFDC
      5. Because the conversion happened slightly after the data value updates, and steps 3 and 4 happen between Marketo syncs, the next time a sync occurs, Marketo thinks the null values that exist in SFDC are newer, and overwrites the values in Marketo

      The possible solutions I can think of are:

      • Retrofit the smart campaigns to wait until lead conversion is completed
      • Disable field updates via SFDC sync on some fields (though I believe this would prevent the values from syncing up into SFDC as well?)
      • Create Marketo-only "mirror" fields that match the fields being overwritten. If they're nulled out, a smart campaign sets the field = mirror field

      None of these are terribly appealing to me -- has anyone encountered this and discovered a better way?