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A
Anonymous
February 27, 2013
Question

Changing sync rules

  • February 27, 2013
  • 2 replies
  • 934 views
Can we set up a sync rule that will not import from salesforce without an email address?
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
February 28, 2013

SFDC usually does not permit a lead to be created without an email, so that should take care of it there.
 

If you meant from Marketo TO SFDC, then you can do the same thing by forbidding a create lead without the minimum fields.

Jep_Castelein2
Jep_Castelein2
Level 10
February 28, 2013
Jamie, you can set up Criteria-based sharing rules in salesforce that prevent Marketo from accessing records that don't have an email address. This requires that your organization wide default is private for Leads and Contacts. See below for an example of such a sharing rule. If you're not familiar with salesforce administration, please talk to your administrator. 

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