Blocking leads from Mkto to SFDC | Community
Skip to main content
A
Anonymous
June 9, 2016
Question

Blocking leads from Mkto to SFDC

  • June 9, 2016
  • 3 replies
  • 2305 views

first, I have consistently gotten timeouts when going to my support cases. Anyone else?

heres what I am trying to figure out. Inherited instance. Not completely clear on how it was set up to sync with SFDC. Mostly concerned with the Mkto->SFDC sync.

We are getting ready to upload about 2000 records for an email campaign for a customer. We do not want those to sync to SFDC. We need to collect from the LP form all of the data that would normally complete the record to push over. How do I block it for this list?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

3 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 9, 2016

Hi Devin,

You cannot. What you can do is not trigger any sync activity.

  • Do not add these leads to a Marketo program that is be sync'ed to an SFDC campaign
  • Do not run any SFDC related flow step.

The last one might be a little tricky since the import might trigger lead management Smart campaigns. I hope for you these are centralized

-Greg

A
Anonymous
June 10, 2016

you can disable the sync tempoarily

SydneyMulligan
SydneyMulligan
Level 7
June 10, 2016

I know you can work with support to set up a sync filter based on specific criteria. I know ours is set up so that there are certain leads we keep in Salesforce that we do not want in Marketo. We set up a check box field called "Block from Marketo" and support configured our sync so if that field is marked as true, the lead is never synced over. I am not sure if you can do it the other way, but you should check with Support.

Like Greg said, you can also just not sync the leads if this is a one-off thing.

Ashley_Infantin
Ashley_Infantin
Level 2
June 10, 2016

Hi - I have the same question as Devin. I thought this was a no-brainer - isn't that what lead scoring is for & the smart campaign of "sync to CRM"

A
Anonymous
June 10, 2016

Hi Ashley,

My concern is that I am not seeing anything in the smart campaign that inserts the lead when imported/created. I am only seeing modifications to the lead through the scoring/management campaigns.

Terms & ConditionsAccessibility statement

Loading footer...