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April 10, 2015
Question

Only sync leads in Marketo to SF

  • April 10, 2015
  • 1 reply
  • 942 views
Hello All,

I have a list of leads (about 40k) that I have imported from Pardot.
Now I want to sync SF, but I only want to sync these 40k. I don;t want any other leads data coming into Marketo.
What do you suggest?

Rules will need to apply to Spark Market syncing/not syncing to Professional SF.


 
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1 reply

Justin_Norris1
Level 10
April 10, 2015
Normally I would say you can create a checkbox on your lead/contact record in SFDC called "sync to Marketo", only check this box for your 40K leads, and then adjust the sharing rules so that your integration user between Marketo/SFDC cannot see leads where the checkbox is unchecked.

However, I did a quick check and it doesn't look like professional edition has sharing rules on leads! https://help.salesforce.com/HTViewHelpDoc?id=security_about_sharing_rules.htm&language=en_US

Double check this to be sure, if that's the case Marketo can create a sync filter for you on their side that functions in a similar way, but you will need to contact support.

As always test with small batches before doing your big import.

Justin Norris | Perkuto