Hope everyone is doing well.
I had a question if there is possibility to achieve this. Can we stop SFDC sync for specific Marketo form?
Not unless that form uses proxy fields that are Marketo-only.
What he said.
What's the use case Sant Singh Rathaur?
Hi Nicholas, we run some internal campaigns where we use marketo form/landing pages but we don't want this data in salesforce.
I see - in that case, you might want to check to see if you have a 'Person is created -> Sync Lead to CRM' trigger enabled.
You control when leads that are created in Marketo are synced to SFDC. If you have this trigger enabled, anyone that fills out the form, including dummy/test/internal leads will end up in SFDC.
If you alter the trigger (for example, by excluding people with an email address from your company), then you'll be able to fill out the form and not have the data synced to SFDC.
Thanks Nicholas.. This is really helpful..
Note once they've been synced, which can also happen automatically via SFDC campaign sync, this won't work anymore.
Still sounds like proxy fields to me. If the fields are to be Marketo-only that's the only way to guarantee.
Sanford, Do you mean even if we forcefully exclude the SFDC sync for group of leads or from any particular form but still if fields used in the form are synced with salesforce then data will sync?
Do you mean even if we forcefully exclude the SFDC sync for group of leads or from any particular form but still if fields used in the form are synced with salesforce then data will sync?
I mean once a lead is synced, it's synced, and all the fields that are available to sync will do so.
There's still no such thing as suppressing fields on a given form from syncing. Whether a field will sync or not is controlled well outside of the form level. And any form post can update any available field.
Nor can you suppress people acquired via a given form, at the form level. You can, of course, make sure your campaigns have the same "business effect" as if there were such a setting, but there's still no setting... whether somebody syncs is entirely a matter of which Sync Lead flows they qualify for and/or which Synced Programs they get added to.
For my own curiosity, what about a separate workspace/partition approach? Overkill for a single form (assuming OP is only talking about a single form, forever)?
also very expensive if you don't have w/p already!
Sant Singh Rathaur,
The first thing I'd do is understand with your current setup how everyone is syncing from MKTO to SFDC. Is this controlled via the lifecycle? Do you have a lot of random sync and add to campaign flow steps throughout? Are you using program to SFDC campaign sync functionality?
If you don't want certain people to sync over (I'd imagine in the future you'd have this use case for more than just the one form), you'll want to hone in on your sync flows. Without all of the info I'd recommend:
Hope this helps!
Not a best approach but you can ask your SFDC team to create a custom file and a script in SFDC which will check if the record comes with particular field eg. "Do not Sync = true" then just ignore the record from Marketo API and in the Marketo form add this field as a hidden with pre-defined value as TRUE.
Still won't apply to only that form's data.
Trying to reinforce the fact that the answer to the question is still No in Marketo.
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