Sync to Marketo field: What next? | Community
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Aug 8, 2017 7:55 PM UTC
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Sync to Marketo field: What next?

Conditional formatting:

Several discussions refer to a workflow when blocking leads from syncing using a Sync to Marketo field. How is this done? Is it in Salesforce? Is it a workflow? What does it look like? Could someone elaborate how this system works once the boolean field is created?

Thanks in advance

Bill

Reference:

Using Conditional Syncing between Marketo and Salesforce.com

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Dan_Stevens_
Dan_Stevens_Accepted solution
Level 10
Aug 8, 2017 7:59 PM UTC

4 replies

Casey_Grimes2
Level 10
Aug 9, 2017 7:03 PM UTC

Hi Bill,

Given your specific situation there may be some additional nuances to consider—please feel free to reach out.

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Aug 10, 2017 1:10 PM UTC

Thanks Courtney. Yes, our SFDC instance has become even more -ahem- nuanced.

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Dan_Stevens_
Dan_Stevens_Accepted solution
Level 10
Aug 8, 2017 7:59 PM UTC

Bill, have a look here:

Instructions for Creating a Custom Sync Rule

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Aug 9, 2017 4:58 PM UTC

Excellent, thank you Dan. I didn't see this article in my searches. Very informative, thanks.

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