Problem with salesforce status syncing after lead convert | Community
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New Participant
March 30, 2023
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Problem with salesforce status syncing after lead convert

  • March 30, 2023
  • 2 replies
  • 1607 views

We've been experiencing a salesforce sync issue for a while and I'm wondering if anyone has any suggestions to fix it.  We run a lot of automation based on the contact lead status field in SF.  We're seeing an issue where marketo will have the right status on the lead, but when the lead is converted in SF, marketo will pull the converted lead status (which is "Converted") into marketo as the new person status.  

 

This Converted status will then push to the SF contact.  Is there any way to prevent marketo from syncing a converted lead status?  Any advice would be appreciated.  

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Best answer by Darshil_Shah1

Apologies if I'm missing anything obvious here but, ideally, shouldn't you keep parity between the Person Status values in the Marketo and SFDC? It would be a bit challenging to navigate if the Person Status values differ b/w records in Marketo and SFDC (unless of course if you have an eccentric process that requires you to have different status values b/w platforms). That being said, if you don't want Marketo to write the Person Status on the Contact records, you can just update the sync user’s permissions so it could only read data from the Contact object for that field. 

2 replies

New Participant
August 3, 2023

Hi,

Following up here. Were you able to find a different solution to this apart from changing the permissions of the sync user?

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
March 30, 2023

Apologies if I'm missing anything obvious here but, ideally, shouldn't you keep parity between the Person Status values in the Marketo and SFDC? It would be a bit challenging to navigate if the Person Status values differ b/w records in Marketo and SFDC (unless of course if you have an eccentric process that requires you to have different status values b/w platforms). That being said, if you don't want Marketo to write the Person Status on the Contact records, you can just update the sync user’s permissions so it could only read data from the Contact object for that field.