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C
cblack-2
New Participant
May 11, 2021
Question

Managing Test Persons

  • May 11, 2021
  • 2 replies
  • 2650 views

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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2 replies

Michael_Florin-2
Michael_Florin-2
New Participant
May 12, 2021

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.

SanfordWhiteman
SanfordWhiteman
New Participant
May 12, 2021
Add a Boolean field 'isTestContact' as hidden field on your forms during the testing period. Use that field to decide whether someone syncs.
C
cblack-2Author
New Participant
May 12, 2021

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?

Michael_Florin-2
Michael_Florin-2
New Participant
May 12, 2021

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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