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Trish_Voskovitc
Trish_Voskovitc
Level 5
January 27, 2014
Solved

block leads/contacts from Marketo

  • January 27, 2014
  • 13 replies
  • 5146 views
 
i need to block about 15000 contacts that are in salesforce from synching to marketo (don't want to pay for them). so i was going to add them to a SFDCcampaign called "dont' synch' and then delete the records in marketo  only then  in mareketo write a smart campaign that says if memeber of SFDC campaign "don't synch" don't synch to marketo

can this be done and will it work?
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Another solution involves have Marketo Support set up a custom sync filter. This is a special Boolean field you create in SalesForce that Marketo can read that has a name like "Sync to Marketo". Once it syncs down to Marketo, we make a change in your back end. After that change is made, a record will only sync to Marketo if the sync filter field is set to true. This means you can delete whichever leads you need from Marketo and they will not be synced back to Marketo unless their sync filter field in SalesForce is set to "true". Does this sounds like what you are looking for? If so, please create a field that we can turn into a sync filter field for you and create a support case letting us know what you've named it.

13 replies

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A
Anonymous
March 13, 2014
I posted an idea on this issue. Please like it if this fits your needs:

Sync Salesforce Records Based On Campaign Membership

https://community.marketo.com/MarketoIdeaDetail?id=08750000000JgTRAA0
A
Anonymous
February 9, 2015
Hi Veronica,

Have a question for you or anyone is free to asnwer ofcourse. We want leads to not sync from Salesforce to marketo if the lead does not have an email address. And once it does have an email, it is ok to sync.

What is the best process to get that to happen?

Thanks,
Veronica_Holme4
Veronica_Holme4
Level 9
February 11, 2015
Hi. You'll need to set the profile of your Marketo sync user in Salesforce to only "see" leads where the email address is not empty.

You can do this using custom permissions in Salesforce. You need what is called a "criteria-based sharing rule" in Salesforce. You can use this to only display to Marketo a subset of records of a particular field - so in this case only let Marketo have access to records where the email address is not empty.

Some instructions here in the Salesforce help database might help you. It's a bit tricky and you will need the help of your Salesforce admin (if that is not you).
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