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Anonymous
February 20, 2018
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One-way integration with SFDC

  • February 20, 2018
  • 4 replies
  • 2886 views

Hello everybody,

Here is my scenario: I want to create/update lead to SFDC but I want to ensure that no data synchs back to Marketo from SFDC. Is this some Marketo lets us configure?

Any help will be greatly appreciated!

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Best answer by Grégoire_Miche2

You can block all updates from SFDC in the admin -> lead management, then select each field and click the "block field update" in gthe menu and check the "Salesforce" source.

There is not possibility to do that on the salesforce side, since the "read" right is required for the "create" and "edit" ones.

You can only do it for all records or none. You cannot select some records only.

BUT this is a good way to create problems.

Scenario :

  1. The person arrives on you site and fills out a form.
  2. She is pushed to SFDC.
  3. The sales update the data in SFDC,  but it's not reflected in Marketo.
  4. The person comes back on the web site and sees her data in gthe form prefill, and decides to correct them, entering new data that differs from Marketo
  5. The person is updated in SFDC, which overrides the data entered by the sales...
  6. Additionnally, you do not know what happened from a Marketo standpoint, since you are blind.

Or what if the lead is converted into a contact and you do not know. The sync breaks.

Or the status is changed in SFDC and Marketo does not know. And yet, you should have stopped some campaigns.

-Greg

4 replies

Josh_Hill13
Josh_Hill13
Level 10
February 20, 2018

1. Why?

2. Sure, there are dozens of threads on this topic.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
February 20, 2018

You can block all updates from SFDC in the admin -> lead management, then select each field and click the "block field update" in gthe menu and check the "Salesforce" source.

There is not possibility to do that on the salesforce side, since the "read" right is required for the "create" and "edit" ones.

You can only do it for all records or none. You cannot select some records only.

BUT this is a good way to create problems.

Scenario :

  1. The person arrives on you site and fills out a form.
  2. She is pushed to SFDC.
  3. The sales update the data in SFDC,  but it's not reflected in Marketo.
  4. The person comes back on the web site and sees her data in gthe form prefill, and decides to correct them, entering new data that differs from Marketo
  5. The person is updated in SFDC, which overrides the data entered by the sales...
  6. Additionnally, you do not know what happened from a Marketo standpoint, since you are blind.

Or what if the lead is converted into a contact and you do not know. The sync breaks.

Or the status is changed in SFDC and Marketo does not know. And yet, you should have stopped some campaigns.

-Greg

Grant_Booth
Grant_Booth
Level 9
February 20, 2018

Seems like a really bad idea without knowing your reasoning:

1. You want to adjust your marketing practices based on where the lead/contact is in the pipeline (are they already in touch with Sales? Are they attached to an opportunity? Have they since become a customer?)

2. Apart from causing a negative lead experience, some of the data that would sync is important for legal reasons - for example, if they opt-out of email in a different system (like a sales cold email tool) that needs to sync into Marketo.

Grant_Booth
Grant_Booth
Level 9
February 20, 2018

Do you simply want to block certain records that are already in Salesforce from syncing down to Marketo?

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