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cblack-2
Level 2
May 11, 2021 9:49 PM UTC
Question

Managing Test Persons

We will be increasing our website form testing and I do not want this full volume to sync from Marketo to SFDC. What are best practices for managing these test people and stopping their sync to SFDC?

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6 replies

SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group Leader
User Group Leader
May 12, 2021 12:14 AM UTC
Add a Boolean field 'isTestContact' as hidden field on your forms during the testing period. Use that field to decide whether someone syncs.
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cblack-2Author
Level 2
May 12, 2021 1:10 PM UTC

Thanks for the suggestion. Whether I do it this way or by email domain, my question is more around the next step. Do I have to write a filter on every smartcampaign with a sync step to say "email domain is not xyz"? Or is there a universal way I can block them from syncing back to SFDC?

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Michael_Florin-2
Michael_Florin-2
Level 10
May 12, 2021 1:28 PM UTC

Your question could hint at an issue: Do you have many Smart Campaigns that insert people into SFDC? We have exactly one.

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Michael_Florin-2
Michael_Florin-2
Level 10
May 12, 2021 8:21 AM UTC

We control this based on email address domains. Some testing domains are being prevented from syncing, while some sync but aren't assigned. Depending on test use case, teams use one or the other.

 

For that work it's necessary that everybody in your org follows the correct procedures, i.e. respects test email address naming conventions.

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