Block First & Last Name field values being synced from Marketo to CRM (Salesforce) | Community
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anandraj
Level 3
April 20, 2016
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Block First & Last Name field values being synced from Marketo to CRM (Salesforce)

  • April 20, 2016
  • 1 reply
  • 1456 views

Hello Team,

Is there way to block First & Last Name field values being synced from Marketo to CRM (Salesforce).

As far as investigated, wonder to see no option to do it from Marketo end. I might have missed something. Please let me know if this can be achieved through Marketo or from CRM end.

-Anand

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Best answer by Grégoire_Miche2

Hi Anand,

You can do this in SFDC, restricting the rights of the Marketo user to update these fields. You can do this on the contact object, but not on the lead object, as you would not be able to push new leads to SFDC.

Another way is to use dummy fields to store SFDC values each time the data is changed from SFDC and restore these values each time a change occurs from another source. For this, you will need to use the "Data Value Changes" trigger with a "Source" constraint, and some "Change data value" flow steps.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
April 20, 2016

Hi Anand,

You can do this in SFDC, restricting the rights of the Marketo user to update these fields. You can do this on the contact object, but not on the lead object, as you would not be able to push new leads to SFDC.

Another way is to use dummy fields to store SFDC values each time the data is changed from SFDC and restore these values each time a change occurs from another source. For this, you will need to use the "Data Value Changes" trigger with a "Source" constraint, and some "Change data value" flow steps.

-Greg

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