3 Replies Latest reply on Nov 9, 2017 10:16 AM by Becky Bai

    Sync into SFDC with checkbox field Marked

    Becky Bai

      Hello Marketo Expert,

       

      I am having the challenge to sync value to SFDC and have the checkbox field "Email Opt-out" marked.

       

      Basically I did tried two different approaches:

      1. Add a column in excelsheet as "Email opt out" and filled value as "True" --> Import list into Marketo --> sync into SFDC --> didn't work.

      2. Import list without adding "Email opt out" column --> Add flow step "Change data value", "Email opt-out" = True" --> run SC campaign --> didn't work.

       

      However, the values did show up as "email opt out = true" in Marketo

       

      So I wasn't sure where I've missed.I believe the name of the Marketo field is correct, as I checked under Field Management. "Email opt-out" is the only field under "Lead" fields.

       

      Any thoughts? Please let me know.

      Appreciate,

      Becky

        • Re: Sync into SFDC with checkbox field Marked
          Josh Hill

          In Marketo, this field is "Unsubscribed"

          1 of 1 people found this helpful
            • Re: Sync into SFDC with checkbox field Marked
              Becky Bai

              Thank you so much Josh, I changed the field name and sync to SFDC again. It is working now....Oh well, I was using the wrong field name.

               

              All the best,

              Becky

              • Re: Sync into SFDC with checkbox field Marked
                Becky Bai

                Hi Josh,

                 

                I have some assumptions and hope to get some verification. I thought this would be something you can also help me understand the process correctly.

                 

                I assume:

                1. If the leads unsubscribe from emails or website (assumed built in Marketo). Then the "unsubscribed" value became "true" in Marketo, which will also automatically sync into SFDC as "Email Opt Out = True".

                 

                2. If an authorized user edited/unmarked the "Email Opt Out" checkbox in SFDC. It will also update the value in Marketo to "Unsubscribed = false".

                 

                3. If an authorized user edited  "Unsubscribed" value in Marketo manually, the value will also automatically updated in SFDC.

                 

                Are those my assumptions are true? Or I may miss some factors?

                 

                Thank you,

                Becky