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Trish_Voskovitc
Trish_Voskovitc
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January 27, 2014
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block leads/contacts from Marketo

  • January 27, 2014
  • 13 replies
  • 5145 views
 
i need to block about 15000 contacts that are in salesforce from synching to marketo (don't want to pay for them). so i was going to add them to a SFDCcampaign called "dont' synch' and then delete the records in marketo  only then  in mareketo write a smart campaign that says if memeber of SFDC campaign "don't synch" don't synch to marketo

can this be done and will it work?
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Another solution involves have Marketo Support set up a custom sync filter. This is a special Boolean field you create in SalesForce that Marketo can read that has a name like "Sync to Marketo". Once it syncs down to Marketo, we make a change in your back end. After that change is made, a record will only sync to Marketo if the sync filter field is set to true. This means you can delete whichever leads you need from Marketo and they will not be synced back to Marketo unless their sync filter field in SalesForce is set to "true". Does this sounds like what you are looking for? If so, please create a field that we can turn into a sync filter field for you and create a support case letting us know what you've named it.

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Anonymous
Accepted solution
January 27, 2014
Another solution involves have Marketo Support set up a custom sync filter. This is a special Boolean field you create in SalesForce that Marketo can read that has a name like "Sync to Marketo". Once it syncs down to Marketo, we make a change in your back end. After that change is made, a record will only sync to Marketo if the sync filter field is set to true. This means you can delete whichever leads you need from Marketo and they will not be synced back to Marketo unless their sync filter field in SalesForce is set to "true". Does this sounds like what you are looking for? If so, please create a field that we can turn into a sync filter field for you and create a support case letting us know what you've named it.
A
Anonymous
January 27, 2014
[redacted]
A
Anonymous
January 27, 2014

Hi Trish,

I can't vouch for that technique specifically, but I've done something similar, with good success. Basically there are some specific types of contacts in my SFDC database that I don't want syncing to Marketo. So I batch deleted their records in Marketo, and then set up triggers to watch for new records being created on the Salesforce end with the same criteria. So I have a smart campaign that looks for any contacts created with a specific Account Status value, and if a match is found, the record is immediately deleted (on Marketo only)

The reason you need the trigger there is because while initially deleting those contacts will remove them from Marketo, if the record is ever edited again in SFDC, it will prompt Marketo to sync the lead back.

If you don't have some sort of unique identifier to hide these contacts, you can also control what syncs back to Marketo by controlling the visibility of the account you use to sync Marketo and Salesforce. If you hide certain records from that account's view, it will not be able to sync them to Marketo. This is probably the cleanest solution, but takes some prep work ahead of time to determine what your sync account can and cannot see.

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