Hi Tom! The best way to do this in my opinion is to have Marketo Support set up the custom sync with a field you build in SFDC on the Lead and Contact. It's quite simple and quick to have them do this, and you have total control over how to populate the field in Salesforce.
Do you know if the custom "do not sync" checkbox is also restricting records in an ongoing practice?
I understood that this can only be used for the initial sync. Did I miss anything?
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Nope, it is ongoing! I set up a simple trigger campaign in Marketo so if anyone's Block from Marketo field changes to TRUE, it deletes the lead from Marketo but doesn't delete it from the CRM. The custom sync filter set up through Support keeps it from being re-synced unless the field is changed back to FALSE in the CRM.
I am just wondering about the sync timing.
Let's say a new lead is coming in to SFDC via W2L form. This email already exists in SFDC but creates a duplicate lead object.
Based on rules, this lead object will get the "do not sync" checkbox = true.
My concern here is the timing of the sync.
From the time the lead is being created and the rules for the "do not sync" applies - wouldn't it be pushed already to Marketo?