Being able to set up SFDC sync filtering without calling support (as with MS Dynamics) | Community
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Grégoire_Miche2
Level 10
June 17, 2016
New

Being able to set up SFDC sync filtering without calling support (as with MS Dynamics)

When using Marketo with MSD, filtering the sync is a standard process. The MSD admin just has to create a field, name it "SyncToMkto" on leads, contacts and /or accounts and map it to Marketo. No need to call support. See Create a Custom Dynamics Sync Filter - Marketo Docs - Product Docs and the doc even explains how to set up MSD workflows to check / unckeck this field in MSD.

This idea is about having the same possibility on Salesforce.

-Greg

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February 6, 2020
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