1 Reply Latest reply on Oct 13, 2017 8:05 AM by Josh Hill

    Marketo - SFDC Sync  - But Stop People from Showing up as Leads for Sales through LLC

    Amanda Shea

      We are lead scoring, using SFDC, and have Lead Life Cycle turned on. We want to use SFDC as a true CRM and have all our People sync, but only a portion of the people are truly leads.

       

      Example:  Industry specific: Manufacturers are leads, but Retailers, Developers, and Brokers are not.

       

      However, I want them all to sync, but not ever be visible to my sellers as leads.

       

      Is the only way to do this to leave marketo alone and set up a verification rule in SFDC?

       

      OR..do I need to alter my Demo scores and Lead Life Cyle in Marketing Activities?

       

      Thanks!