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November 12, 2013
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Block updates from salesforce sync

  • November 12, 2013
  • 4 replies
  • 1619 views

We have a certain custom field in Salesforce that identifies a Contact's status as a type of Prospect or Customer (User). Currently, this field is in the spreadsheet template we use to import a list of Leads into Marketo so that the person inputting these Leads doesn't have to go into SFDC and update fields she can update via this spreadsheet. For those that are new Leads, we do want to be able to import a particular value (Prospect C) for all of them. However, if a Lead already exists as a Contact in SFDC and is identified as a User, we do not want this field updated via the sync to Prospect C. I tried to build this into a smart campaign but it didn't work. I saw other discussions on Block updates from salesforce sync but I don't want this field blocked entirely, only conditionally.

So, my question is, does this feature block only actual updates (new values) to a field or all updates (no value to a value)?

Thanks!

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Best answer by
"Empty always wins" you will be fine here...if the field is empty the value from you list upload will write to that field and ultimatly Salesforce based on you lead lifecycle management rules.

4 replies

Accepted solution
November 12, 2013
"Empty always wins" you will be fine here...if the field is empty the value from you list upload will write to that field and ultimatly Salesforce based on you lead lifecycle management rules.
November 12, 2013
Thanks, Mark!
Josh_Hill13
Level 10
November 12, 2013
Yes, if you use Field Blocking on Salesforce Import/Sync, then the value will not be changed if the value exists.
November 11, 2014
Hi Josh,

I am trying to figure something like this for a couple of our fields. Where should i fix this - field blocking on Salesforce Import/sync?

Thanks!