Skip to main content
T
Tim_Madel1
Level 3
August 5, 2015
Question

Missing documentation re: SFDC synching

  • August 5, 2015
  • 1 reply
  • 733 views

In this document: Step 2 of 3: Create a Salesforce User for Marketo (Enterprise/Unlimited) - Marketo Docs

There is a link to something called Set Sharing Settings - these are guidelines to customize which Leads/Contacts you want to keep out of Marketo.  Unfortunately the link no longer works and search for the title of the document yields no results.

Does anyone have this document?

Does anyone know what settings are necessary to prevent any leads created in SFDC to NOT synch back to Marketo.

Tim

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Josh_Hill13
Josh_Hill13
Level 10
August 5, 2015

You  can do a number of things.

  • Sharing Settings - just tell SFDC not to let the User see certain leads
  • which works better if you add a field called "Do Not Sync" or 'Sync" and set it to T and tell the User not to see those leads.
Terms & ConditionsAccessibility statement

Loading footer...