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Best Practices: New Lead Sync to Salesforce

Question asked by Jack Segal on Oct 30, 2019
Latest reply on Oct 30, 2019 by Jack Segal

Hello! I've inherited a new Marketo instance (and started in Marketing Operations fairly recently myself) and have been running into a few issues around syncing new leads to Salesforce.

 

What are best practices around syncing new leads to Salesforce from Marketo? Would the following smart list avoid duplicate issues when pulling in new people? Or is this the kind of thing that should be managed on a program basis instead of with a global sync?

 

Smart List

1. Person is Created [Trigger]

AND

2. SFDC Type IS NOT Lead OR Contact' [Restriction]

 

Any guidance on this front would be greatly appreciated.

Thanks, Jack Segal

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