Is There a Marketo Workflow to update Sync To Marketo SFDC checkbox | Community
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Anonymous
November 18, 2015
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Is There a Marketo Workflow to update Sync To Marketo SFDC checkbox

  • November 18, 2015
  • 1 reply
  • 1387 views

Is there a way via Marketo to update the sync to Marketo checkbox in SFDC records? We have a lot of records in SFDC where the box is no checked and instead of manually doing that, I would like to automate that process.

Thanks

Jason

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Best answer by JohnCl9

Hi Jason,

If you have a filter in place based on that checkbox, then those leads that aren't currently syncing could not be updated by Marketo.  Have you looked at using the Data Loader on the SFDC side?  That should allow you to export the list of leads to update, then add the "true" value for the checkbox field, and re-import the list of leads.  They'll all by updated, and then start syncing to Marketo.

John

1 reply

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Adobe Employee
JohnCl9Adobe EmployeeAccepted solution
Adobe Employee
November 18, 2015

Hi Jason,

If you have a filter in place based on that checkbox, then those leads that aren't currently syncing could not be updated by Marketo.  Have you looked at using the Data Loader on the SFDC side?  That should allow you to export the list of leads to update, then add the "true" value for the checkbox field, and re-import the list of leads.  They'll all by updated, and then start syncing to Marketo.

John

A
Anonymous
November 18, 2015

Thanks John. Very helpful. I'll look into the Data loader option.

Cheers,

Jason

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