SFDC Workflow to update Sync To Marketo SFDC checkbox

Question

We have an enormous SFDC database. We don't want to pay for an enormous Marketo database so we have a SFDC field for "Sync to Marketo." Marketo sync is blocked until this checkbox is checked.

Now, I want to create a SFDC workflow so that as soon as a lead/contact is added to a SFDC campaign, that the checkbox gets checked. Any advice?

Grégoire_Miche2 · Answer

Hi Amy Laroway,In SFDC, that will not be possible, as a workflow on campaign member will not be able to update the lead or the contact.You may want to consider 3 alternatives :in SFDC, create a trigger. This needs some development skills, but if done properly, will work very well. It's not an overly complex development though.In SFDC use a new feature called Process Builder, to update a lead or contact from the creation of a campaign member, though an autolaunched flow. You may hit a limit, though, in case many leads or contacts are added simultaneously.Unfortunately, you cannot do this in Marketo, because the lead, when added to a SFDC campaign will be pushed to SFDC and immediately will "disappear" from Marketo's view.-Greg

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