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A
Anonymous
December 9, 2014
Question

What qualifies leads to be synced from Salesforce to Marketo?

  • December 9, 2014
  • 2 replies
  • 1838 views
Hi,

I am wondering because, say you delete your unsubscribed leads from Marketo but not from Salesforce...will they ever pop back into Marketo some how but then the record will not say that they are unsubscribed because Salesforce does not keep that info...? Basically, is it safe to delete unsubscribed leads from Marketo but to keep them in Salesforce. Thanks!
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2 replies

A
Anonymous
December 9, 2014
There is a field in Salesforce called "Email Opt Out" this is the mapped field to "Unsubscribe" in Marketo, So theoretically your SFDC record would retain this information.

Do you have a stop sync field? If you do you should stop the sync from the salesforce side when the Email opt Out checkbox is checked. That way you can do your marketo cleanup. Only issue here is if they fill in a form and sync from Marketo to Salesforce it will create a dupe.

I maintain my data by setting some data requirements and they do not sync unless they are demmed Marketable. examples of some of my criteria.
- Invalid Email Address
- No Email address
- Not Marketo deployed country

I stop these from syncing and then on the Marketo side they get moved to a Data removal partition where I do a manual cleanup (too scared to automate that yet).

Hope that helps
L
Liliana_Cheng1
Level 4
October 14, 2015

Hey Melanie, I found this old thread and I'm curious about how you set up the no-sync settings. From what I understand, you created those rules in Salesforce, correct? What does that look like?

Thanks!

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
October 14, 2015

Hi Liliana,

You can use sharing rules or permissions in SFDC to hide leads/contacts from the sync user, which prevents them from syncing to Marketo.

You can also open a support case with Marketo to have a custom sync filter put in place.  This would be a custom field in your SFDC instance like "Sync To Marketo".  Any lead or contact marked with that field would be synced down to Marketo, and any others would be ignored.  This should be a last resort though, as the sharing rules and permissions give you more control over your sync.

John

A
Anonymous
December 10, 2014
If you delete leads in Marketo, but not in Salesforce, they could be synced back over if the records are ever updated in Salesforce.
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