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Amber_Hobson
Amber_Hobson
Level 8
May 22, 2013
Question

Leads not synced to SFDC

  • May 22, 2013
  • 2 replies
  • 858 views
Hi all! We have acquired a new company that has their own SFDC instance. Since our Marketo is synced to our previous SFDC instance and we aren't ready to merge the 2 versions of SFDC yet, is there a way for us to ensure that certain leads are not synced to SFDC? If on the programs for those emails, I don't sync them to a SFDC campaign, will that work? Eventually the 2 databases will be merged, but we can't stop all marketing to the other database just because we haven't gotten to that yet.
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
May 22, 2013
Amber,

Did you connect the new SFDC instance to Marketo? If not, then there's nothing to worry about.

You can also adjust your Sync to exclude leads from the other system if you tag them well.

And just not sync Programs to SFDC. Not ideal though.
Jep_Castelein2
Jep_Castelein2
Level 10
May 23, 2013
Don't use any of the SFDC-specific flow steps (sync lead, change owner, add task, add to SFDC campaign) and don't use Program-Campaign sync. 

If you're really serious about blocking leads from SFDC, create a custom checkbox in SFDC and create a validation rule in SFDC so that the checkbox needs to be checked when Marketo creates a Lead. That way, you need to explicity check that box in Marketo before you sync, so it's a lot less likely that you'd accidentally sync the wrong leads. 
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