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User Group Leader
Oct 8, 2025 2:52 PM UTC
Question

Custom Sync Filter Using Multiple Fields?

Hello Everyone,

 

We're trying to prevent specified new leads in SFDC from syncing to Marketo until they are converted into active accounts. I understand you can create a custom sync filter to do this, but was wondering:

  1. Can this be done combining logic from 2 different fields? Ex:
    1. If unregistered_lead_c = True AND Account Status = Not Active, do not sync with Marketo
    2. If unregistered_lead_c = True AND Account Status = Active, sync with Marketo
  2. Can the logic to sync/not sync be based off of a specified status, or does it have to be a boolean field?
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2 replies

SanfordWhiteman
User Group Leader
User Group Leader
Oct 8, 2025 4:13 PM UTC

The filter field is expected to be a Boolean. You can manage that field with SFDC Flow/Apex to have it be the result of multiple contributing fields.

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Lala-PenUser Group LeaderAuthor
User Group Leader
Oct 8, 2025 5:38 PM UTC

Got it. Just wanted to check if it was possible. Thank you!

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