Prevent Salesforce from sending over old leads into Marketo? | Community
Skip to main content
Phil_Sultan
Phil_Sultan
New Participant
December 7, 2018
Solved

Prevent Salesforce from sending over old leads into Marketo?

  • December 7, 2018
  • 2 replies
  • 3436 views

Hi there,

Our Salesforce account has a good amount of old leads (40k+) that we don't want to have transfer over into our Marketo account. When the Marketo sync is enabled though, those leads are automatically sent over from Salesforce into our Marketo account and we have to pause the sync and delete those old leads. We want our information syncing between the two systems, but if someone is an old account in Salesforce then we don't want them to transfer over. Is there a way to block that from happening, and if so how?

I think the answer here is probably possible, but I'm not sure how to go about accomplishing that. Any help would be greatly appreciated!

Thanks!

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
    Best answer by falvares

    Hi Phil,

    Have a read through this document: Restricting Leads from Syncing to SFDC With Sync Filters  The idea is having a custom field setup for the contact records and basically allowing Marketo to read the fields that have this custom field marked.

    Hope this helps

    Thanks

    Floyd

    2 replies

    F
    falvaresAccepted solution
    Employee
    December 7, 2018

    Hi Phil,

    Have a read through this document: Restricting Leads from Syncing to SFDC With Sync Filters  The idea is having a custom field setup for the contact records and basically allowing Marketo to read the fields that have this custom field marked.

    Hope this helps

    Thanks

    Floyd

      Brooke_Bartos1
      Brooke_Bartos1
      New Participant
      December 10, 2018

      This is exactly what we have set up on our system to prevent massive amounts of bad data from flooding our Marketo instance.

      Jay_Jiang
      Jay_Jiang
      New Participant
      December 7, 2018

      Sorry I didn't read your post carefully the first time.

      If you want to prevent data going from Salesforce to Marketo, change the visibility of the record to be hidden from the Marketo sync user.

      Terms & ConditionsAccessibility statement

      Loading footer...