Question
Avoiding SFDC overwriting newer values from Marketo
I've run into the following situation a few times and am hoping someone might have a solution:
- A new lead is created
- The lead is synced into SFDC as a lead
- Smart campaigns in Marketo run triggered by lead creation, updating various data values
- A managed package automatically converts the lead to a contact in SFDC
- Because the conversion happened slightly after the data value updates, and steps 3 and 4 happen between Marketo syncs, the next time a sync occurs, Marketo thinks the null values that exist in SFDC are newer, and overwrites the values in Marketo
The possible solutions I can think of are:
- Retrofit the smart campaigns to wait until lead conversion is completed
- Disable field updates via SFDC sync on some fields (though I believe this would prevent the values from syncing up into SFDC as well?)
- Create Marketo-only "mirror" fields that match the fields being overwritten. If they're nulled out, a smart campaign sets the field = mirror field
None of these are terribly appealing to me -- has anyone encountered this and discovered a better way?