Question
SFDC Question on Filtering Contact Records
I am currently setting up synchronization of our Salesforce data (Leads and Contacts) with Marketo. We have created a special profile and account to filter fields of data that synch with Marketo. For example, the profile hides fields in Salesforce which we don't want to synch to Marketo.
The other way we need to filter data is by row or record. We don't want to sync leads or contacts which are missing an email address or where the customer/prospect has "Unsubscribed" from email.
With the Lead object, this is straight-forward. Under Security Controls>Sharing Settings, I create a Lead Sharing Rule where the profile/account can't even see records that have blank email address. However, Contacts inherit their permissions from the parent, Account. The parent Account object has Private access.
Because of that, I don't even have a Contact Sharing Rules feature available to me. I don't want to filter by Account; rather, I want to filter the Contact record where the email address is blank.
How can I create a sharing rule or some kind of filtered view for Contact when Contacts inherit permissions from the parent Account object?
The other way we need to filter data is by row or record. We don't want to sync leads or contacts which are missing an email address or where the customer/prospect has "Unsubscribed" from email.
With the Lead object, this is straight-forward. Under Security Controls>Sharing Settings, I create a Lead Sharing Rule where the profile/account can't even see records that have blank email address. However, Contacts inherit their permissions from the parent, Account. The parent Account object has Private access.
Because of that, I don't even have a Contact Sharing Rules feature available to me. I don't want to filter by Account; rather, I want to filter the Contact record where the email address is blank.
How can I create a sharing rule or some kind of filtered view for Contact when Contacts inherit permissions from the parent Account object?