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March 6, 2015
Question

Email deleted out of SFDC

  • March 6, 2015
  • 2 replies
  • 1103 views
Hi All,

My Marketo sync user in SFDC has some sharing rules in place that restricts records without an "@" symbol in their email address from syncing with our Marketo instance. However, the problem that I run into is when a records syncs to Marketo and then sometime down the road a sales rep deletes the email out of salesforce. This causes the sync to break, and the record not to be updated in Marketo. This seems to happen when a record leaves a company and the email gets deleted.

Any suggestions on how to manage this? I can remind the sales rep not to do that, but curious if anyone has experienced this or something similar and how you managed it.

Thanks,
Taylor

 
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2 replies

SanfordWhiteman
Level 10
March 6, 2015
An Apex trigger is one way.  I would say once you have an email address for a record, deleting it completely rather than marking it as future-unusable is poor practice.  Otherwise, you have no way to correlate old emails (inbound or outbound) with a known contact.
December 17, 2015

I hope this helps:

From the profile in Salesforce, you can de-select delete under the Field Level Security for the Object (Lead, Account, Opp, etc...) It is good practice to prevent reps from deleting records.

Cricket