How to prevent already deleted leads from being re-created with Salesforce sync | Community
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Level 2
February 14, 2025
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How to prevent already deleted leads from being re-created with Salesforce sync

  • February 14, 2025
  • 1 reply
  • 1842 views

Hi there,

I'm Jiwon

 

I'm wondering how to prevent already deleted leads from being re-created with Salesforce sync, as it is with the title.

According to the privacy policy, marketo leads are deleted when customer reaches the destruction date. 

At this time, we do not delete sync leads within Salesforce.

Once again, if there is a lead in Salesforce that is synced with a lead that has been deleted from Marketo, the lead remains in Salesforce.

 

The problem is that if the lead records remaining in Salesforce are modified, the lead will be created in Marketo again.

Deleted marketo reads are filled with [destruction date] and [destruction reason] fields.
I want to prevent these two fields filled marketo leads from being generated again with Salesforce sync.

 

I'd really appreciate it if you could tell me how.

 

Thanks,

Jiwon

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Best answer by SanfordWhiteman

If you cannot delete them, use an SFDC Sharing Rule to hide those people from the SFDC user used by Marketo.

 

Note this will stop the people from being recreated by the SFDC sync. It will not stop them from being created in Marketo via list uploads, form fillouts, etc.

 

This also means if the person re-enters from the Marketo side and is synced over to SFDC, you’ll have duplicates in SFDC (one shared with Marketo, one not). You’ll need to take appropriate action to un-hide both records in SFDC, then merge them.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
February 14, 2025

If you cannot delete them, use an SFDC Sharing Rule to hide those people from the SFDC user used by Marketo.

 

Note this will stop the people from being recreated by the SFDC sync. It will not stop them from being created in Marketo via list uploads, form fillouts, etc.

 

This also means if the person re-enters from the Marketo side and is synced over to SFDC, you’ll have duplicates in SFDC (one shared with Marketo, one not). You’ll need to take appropriate action to un-hide both records in SFDC, then merge them.

jiwonheAuthor
Level 2
February 14, 2025

As far as I know, sharing rules are the role of expanding access, not reducing it.
How is it possible to hide a record that can't be synced to a sync user?
I understand if the process of adding marketo sync user to sharing rule is essential when integrate to sfdc. Is that correct?

SanfordWhiteman
Level 10
February 14, 2025

As far as I know, sharing rules are the role of expanding access, not reducing it.


Yes, sharing rules dictate which leads will be visible.

 

“Hide” means exclude them from the sharing rule based on some combination of field values.