Why does Marketo override my updates in SFDC?

Forum|Forum|9 years ago
June 8, 2016
1 reply
3420 views

Hi!

I'm pretty new to Marketo, so still figuring this out. One of my colleagues reported that when they changed the contact info in Salesforce, it got overridden from Marketo later on. Is there a way I can stop this? I want my Marketo account to sync only from SFDC, and I want to stop the sync from Marketo->SFDC. Trying to capture everything at one place, and making that as the source of truth, and moving all that to Marketo to avoid such overrides and duplicates. Please help on a solution to acive the same.

Thanks!

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Best answer by Grégoire_Miche2

Hi Apurva,

In admin -> field management, you can select a field an block it from update by source. So you could block every update which source is not SFDC. The limit is that it will also block updates for leads.

The other possibility is to change the SFDC profile of the SFDC sync user and set these key fields in read-only mode.

-Greg

Grégoire_Miche2Accepted solution

New Participant

Hi Apurva,

In admin -> field management, you can select a field an block it from update by source. So you could block every update which source is not SFDC. The limit is that it will also block updates for leads.

The other possibility is to change the SFDC profile of the SFDC sync user and set these key fields in read-only mode.

-Greg

Apurva_PatelAuthor

New Participant

Thanks Greg! So, just to be double sure, if I remove the edit perms from the SFDC profile, it will not update SFDC? Also, it will be visible to Marketo, and won't affect updates in Marketo? In other words, the sync will only happen from SFDC to Marketo? Correct?

Grégoire_Miche2

New Participant

Yes, this is it.

-Greg

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