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Anonymous
September 10, 2015
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Salesforce Sync Options

  • September 10, 2015
  • 2 replies
  • 5944 views

We are wanting to sync our leads from Marketo to Salesforce. Salesforce requires certain fields to be filled out in order to complete the sync, such as Last Name and Company Name. Since Marketo doesn't require these fields for every lead, it creates a sync problem.

In the admin section of Marketo, under the Salesforce tab, I see the following Sync Options dialog box. I'm wondering if the two boxes under Lead Information is where I could assign a default name to be automatically zapped into the lead record (if it's empty) so that it can successfully be synced with Salesforce. Am I assuming that correctly? Does it only change these fields if they are totally empty? Does it only change these fields when it is attempting to sync with Salesforce?

Thanks so much for any help.

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Best answer by Kenny_Elkington

Correct, Allison.  That's exactly what those options do.

2 replies

Grégoire_Miche2
Grégoire_Miche2
New Participant
December 7, 2015

I Allison @ Alayana,

I rather consider best practice NOT to enter values in these fields. If these fields remain empty, then any lead for which these values are not provided (for instance if you use a very short form for newsletter subscription with only the email address) will not be pushed to SFDC, since these 2 fields are absolutely required to insert a lead in SFDC.

If you provide values, then you will have potentially many John Does from ACME in SFDC, which may not look that funny to your sales, so make sure these leads temporarily remains hidden from the sales (using a non public right management for leads and assigning the lead to a queue to which the sales do not have access).

Last point, it may happen that some other fields are required in your SFDC instance. In which case you would have to handle then with smart campaigns before inserting.

You may also like this idea :

-Greg

    A
    Anonymous
    December 7, 2015

    You bring up some good points, Grégoire. And it's definitely for each organization to decide what works best. Our Salesforce does not allow a lead into its system if the lead does not have a company name and although we'd love to know the company name for all our leads, it's been determined by Sales that it is not absolutely necessary to know before they start the sales process. They would rather see Company Name (indicating that we don't yet know the company the lead works for) than not see the lead at all if it is a potential customer.

    But very good points about not wanting a bunch of "John Does" - I agree it would be best not to overuse the default values.

    Thanks for bringing up that side of things!

    Kenny_Elkington
    Kenny_ElkingtonAccepted solution
    New Participant
    September 10, 2015

    Correct, Allison.  That's exactly what those options do.

    A
    Anonymous
    September 10, 2015

    Well that is excellent news! Thank you!

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