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A
Anonymous
February 18, 2014
Question

SFDC Lead Sync

  • February 18, 2014
  • 3 replies
  • 1812 views
We have more records in Salesforce than we actually want to store in marketo for marketing purposes. What's the best way for setting criteria for syncing new leads added to Salesforce into marketo?
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3 replies

A
Anonymous
February 18, 2014
New leads created in SFDC automatically sync to Marketo unless you have changed the default settings. - Jeff
A
Anonymous
February 18, 2014
Thanks Jeff - How can I change those settings?
A
Anonymous
February 21, 2014
University -> Courses -> Admin SFDC 2: Hide Records from SFDC with the Sync profile

It might be worth watching this video. The title is a little misleading (I've asked for it to be changed) but this video shows you hoe you can use sharing rules in SFDC to hide records from Marketo.
A
Anonymous
January 17, 2017

I can't find that video anywhere to hide records from SFDC with the Sync profile. Can anyone share the link?

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 17, 2017

Hi Enget,

To get more people answering your question, resurfacing an old one is not the best way to go

Marketo sync's with SFDC using an SFDC user. so you can use SFDC right management to enable Marketo to see records or on the contrary to hide some. This will be done in SFDC using either roles and/or sharing rules.

There is another solution, though which is known as sync filtering. You can ask support to set up a filter to authorize or prevent lead and or contact sync based on some SFDC field values. I wrote a few blog posts on this a while ago:

"Sync with Marketo" mysteries part 1

"Sync with Marketo" mysteries part 2

"Sync with Marketo" mysteries part 3-How to know a record has stopped sync'ing

-Greg

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