Leads Not Synced to SFDC Report | Community
Skip to main content
Anna_Blanchet1
Anna_Blanchet1
Level 3
May 20, 2014
Solved

Leads Not Synced to SFDC Report

  • May 20, 2014
  • 4 replies
  • 1836 views
Is there a smart list or report I can create to show leads that are not synced to SalesForce? We plan to start nurturing leads in Marketo before syncing over to SalesForce and have imported a few lists to start. (Source = List Import does not automatically sync to SFDC)

But some of the names on the list are already in SFDC, so we'd like to filter out those leads.  Any ideas?
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Matt_Stone2
You can do it a bunch of ways, but the most simple is probably to add two filters to your smart list. "Member of List" and select the list you imported and then "SFDC Created Date = Empty"

4 replies

Matt_Stone2
Matt_Stone2Accepted solution
Level 9
May 20, 2014
You can do it a bunch of ways, but the most simple is probably to add two filters to your smart list. "Member of List" and select the list you imported and then "SFDC Created Date = Empty"
Josh_Hill13
Josh_Hill13
Level 10
May 20, 2014
Just be careful if you do this because connecting a Program to an SFDC Campaign will sync all leads that go into that Program.

I usually recommend syncing all leads. Leads that are in nurturing or not with sales go to Queues or a special owner.
    Anna_Blanchet1
    Anna_Blanchet1Author
    Level 3
    May 20, 2014

    Thanks Matt! That worked perfectly.  Josh - yes I agree. We learned the hard way a few weeks ago. That is what caused this issue with some of the lists already being synced to SFDC.  Thank you for the quick replies!
     

    Anna

    A
    Anonymous
    May 20, 2014
    I just created a smart list that has  SFDC Create Date is empty  This shows me what isn't syncing.   Very usefull smart list.
    Terms & ConditionsAccessibility statement

    Loading footer...