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August 8, 2017
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Sync to Marketo field: What next?

  • August 8, 2017
  • 2 replies
  • 2849 views

Conditional formatting:

Several discussions refer to a workflow when blocking leads from syncing using a Sync to Marketo field. How is this done? Is it in Salesforce? Is it a workflow? What does it look like? Could someone elaborate how this system works once the boolean field is created?

Thanks in advance

Bill

Reference:

Using Conditional Syncing between Marketo and Salesforce.com

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Best answer by Dan_Stevens_

Bill, have a look here:

Instructions for Creating a Custom Sync Rule

2 replies

Dan_Stevens_
Dan_Stevens_Accepted solution
Level 10
August 8, 2017
August 9, 2017

Excellent, thank you Dan. I didn't see this article in my searches. Very informative, thanks.

Casey_Grimes2
Level 10
August 9, 2017

Hi Bill,

Given your specific situation there may be some additional nuances to consider—please feel free to reach out.

August 10, 2017

Thanks Courtney. Yes, our SFDC instance has become even more -ahem- nuanced.