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Theresa_Anders2
Theresa_Anders2
Level 2
January 25, 2017
Solved

Sync with Marketo

We have experienced a lead from Marketo syncing to the contact object in Salesforce.com but on the account record 'Synch with Marketo' is false.  How can Marketo by pass the checkbox?  Sales Insight remains active.

Thank you.

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Accepted solution
January 25, 2017

The SFDC/Marketo integration is intended to be bi-directional. That means all leads in Marketo are in SFDC and vice versa. Often, we see clients set up a custom filter in Salesforce (it's a Boolean field, not a workflow or anything "fancy") that limits records from coming over to Marketo. Most people do this because their Marketo database size is too small to handle the size of the SFDC database. For example, you only have 100k leads in your Marketo subscription, but you have 200k in SFDC.

Because Marketo is a lead-centric database, you'll want to make sure your boolean field is on the lead or contact record and not the account only. Does that help?

Also, we generally do not recommend having this filter in place. If you're up for some good reading, check out this blog post on why: Here's Why You Should be Mirroring Your Salesforce & Marketo Databases - LeadMD

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6 replies

Anonymous
January 25, 2017

Hi Theresa - Did you check the the activity log of the record in Marketo? That will help give insight into how it got synced.

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Theresa_Anders2
Theresa_Anders2Author
Level 2
January 25, 2017

Yes, I checked the log and there is no activity related to the checkbox.

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Anonymous
January 25, 2017

Hi Theresa!

To add on to Beth's suggestion, which is a great place to start, can you help us better understand your specific scenario?

Here's what I gather from your question:

  • You have a custom sync filter set up in Salesforce that, when marked true, syncs contacts to Marketo. All contacts that have this marked as "false" do not come over.
  • A lead record in Marketo gets updated. Those updates synch to the contact in SFDC, despite the checkbox being false. For example, if the lead fills out a form and changes his name from James to Jim, the field is getting updated on the contact.

Am I understanding that correctly? To clarify, is your custom sync filter on the contact or the account?

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Theresa_Anders2
Theresa_Anders2Author
Level 2
January 25, 2017

Jamie, I always thought the 'Synch with Marketo' was a standard field from Marketo.   The field resides on the account object.

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