Prevent records owned by one rep from being updated by Marketo

Forum|Forum|11 years ago
November 20, 2014
5 replies
1462 views

I have a rep who prefers to update all his records manually in SalesForce rather than have Marketo do it for him. This is his preferred method for both new leads and existing leads/contacts already synced between the two systems. I don't want to block fields globally or prevent updates for any of my other reps since the current system works fine for them. Is this even possible? Any ideas would be greatly appreciated.

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A

Anonymous

I would be interested to hear if there is a technique for this as well

A

Anonymous

You are opening up a can of worms here in my opinion but if this is really what you want to do then you should be able to create a validation rule on the the lead and contact object.

The rule would be check if the OwnerId = (the_id_of_the_user) and if the running user is the Marketo user. I think it would be something like this:

AND ($User.Username= "username of your marketo sync user in sfdc" , OwnerId = SFDC ID of the rep in question)

Kathi_GoscheAuthor

Level 4

I'm not really on-board with this either, but before I said it can't be done I wanted to check.

Where would this validation rule be placed? Is this in Marketo or SFDC? If in Marketo, would it be set up as a campaign?

A

Anonymous

It would be in SFDC. You would have to create one on the lead object and repeat on the contact object.
https://help.salesforce.com/HTViewHelpDoc?id=fields_about_field_validation.htm

Kathi_GoscheAuthor

Level 4

Thanks Cathal. I'll keep this in mind.

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