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Apurva_Patel
Apurva_Patel
Level 2
July 18, 2016
Question

Stop sync between standard fields of Salesforce and Marketo

  • July 18, 2016
  • 3 replies
  • 4163 views

We want to stop the sync from Marketo to Salesforce. I did revoke the FLS to edit for my Marketo Profile in Salesforce, but the standard fields such as Lead First name, Last name, email, etc..cannot be changed. Is there a way I can stop this from Marketo? We only want our Leads/Contacts to be updated from SFDC, and not the other way round, keeping on source of truth, which is SFDC. Any ideas? SO IN NEED OF THIS NOW!

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3 replies

J
Julz_James
Level 8
July 18, 2016

Hi,

Can you explain what fields you do or don't want updating in SFDC from Marketo?  There are ways to block field updates in the admin section but can you confirm which way you want to stop the updates?

Thanks

Julz

Apurva_Patel
Apurva_PatelAuthor
Level 2
July 18, 2016

Hi Julz,

I want to stop updates for the following standard fields in SFDC -

1. Name

2. Owner

3. Currency

Thanks for the help!

J
Julz_James
Level 8
July 18, 2016

Ok this can be done in Admin, and you can block all field updates from Marketo to SFDC.

Here is the 'How to' from Marketo:

http://docs.marketo.com/display/public/DOCS/Block+Updates+to+a+Field

And here you can chose what actions you want to block or if you want to block ALL updates made from Marketo.

Hope this helps?

Julz

    William_Finnen
    William_Finnen
    Level 2
    July 18, 2016

    Hi Apurva,

    I think you will take a liking to RingLead and how we can assist with your current Marketo and SFDC initiatives.  Please reach me at billy@ringlead.com to discuss further.

    Thanks,

    Billy

      J
      Julz_James
      Level 8
      July 19, 2016

      Hi,

      Right, so you want everything only to be a one way sync then?? What about all the useful information that marketo pulls across, like all the activity history, all their interesting moments, lead scores etc etc.  You can still have that information sync and then block ALL field updates in the Admin section, that will stop anything going back to SFDC I believe.

      Marketo already sees SFDC as the master database, so I'd suggest just blocking all field updates that you don't want Marketo to change in SFDC as  I suggested before.

      See if that works and let me know.  Feel free to drop me a DM :-)

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