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C
Chalo
Level 2
October 24, 2024
Solved

Avoid SFDC from automatically syncing down fields to Marketo

  • October 24, 2024
  • 1 reply
  • 932 views

Hi all,

 

I'll go straight to the point. All of our SFDC fields for Leads, Contacts and Accounts are synced to Marketo and obviously we're not using all of them for our marketing campaigns.

 

The SDFC Marketo user has Admin rights and has visibility to all objects and fields in SFDC.

Ideally we would only want to sync down the fields we find useful.

 

Is there a way to whenever a field is created in SFDC, it is by default not visible to the SFDC admin?

What would be the best practice to prevent all that unwanted inflow of future fields created in SFDC?

 

Thanks.

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Best answer by SanfordWhiteman

You’re trapped here by your use of an Admin account. If an Admin weren’t able to see fields by default, that would be really bad on the SFDC side. You’d have to switch to a more restricted account to make this happen.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
October 24, 2024

You’re trapped here by your use of an Admin account. If an Admin weren’t able to see fields by default, that would be really bad on the SFDC side. You’d have to switch to a more restricted account to make this happen.

    C
    ChaloAuthor
    Level 2
    October 28, 2024

    Hi Sandford,

     

    Thank you for replying. Indeed I think that having our Marketo User set up like an Admin in SFDC is a mistake which could be resolved by setting up a Standard User and assigning only the permissions it needs.

     

    However, we do have other integrations going on in SFDC which are Marketo related but dunno if that will actually cause problems if we change the user's permissions.

     

    Thanks

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