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Apurva_Patel
Apurva_Patel
New Participant
June 7, 2016
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Why is Marketo updating salesforce accounts?

  • June 7, 2016
  • 3 replies
  • 5036 views

Recently I discovered that my Marketo user in Salesforce is also updating accounts. The product docs for crm set up says that account syncs are always from SFDC -> Marketo. Then why is my org getting updated by Marketo?

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Best answer by Grégoire_Miche2

Hi Apurva,

2 possibilities here:

  • Support has activated this possibility. This normally something that should be done under very specific circumstances
  • Some triggers on contacts do propagate some info from the contacts to the accounts

-Greg

3 replies

Apurva_Patel
Apurva_PatelAuthor
New Participant
June 7, 2016

After a thorough debug, I realized it's a combination of Contact Triggers & Account workflow rules which was causing this. Luckily, it isn't changing any record! Thanks for all your help.

    G
    gkrajeski-SWLN
    New Participant
    June 7, 2016

    As added protection in our instance, we prohibit (in Admin section & in SFDC) the Marketo user from modifying account level fields.

    You may want to check this as well...

    Apurva_Patel
    Apurva_PatelAuthor
    New Participant
    June 7, 2016

    Thanks @Geoffrey Krajeski ! But by removing the edit perms for the marketo profile in salesforce, will also stop the sync between marketo account info and salesforce? I read it somewhere to give right permissions in marketo, we need those fields to be visible for the marketo profile.

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    June 7, 2016

    Hi Apurva,

    You can remove write rights without preventing the user to see the fields. But I am quite sure that if you do so in your case, it will also block the contact sync, since SFDC is cascading some update to the account. If you block the right to update the account, the cascading will fail and the whole sync will fail.

    -Greg

      Grégoire_Miche2
      Grégoire_Miche2Accepted solution
      New Participant
      June 7, 2016

      Hi Apurva,

      2 possibilities here:

      • Support has activated this possibility. This normally something that should be done under very specific circumstances
      • Some triggers on contacts do propagate some info from the contacts to the accounts

      -Greg

      Apurva_Patel
      Apurva_PatelAuthor
      New Participant
      June 7, 2016

      Thanks Greg!

      I do not believe that has been activated by the support. We never asked for it. Also, there are no custom triggers from our end to stimulate this update on account. I see that the updated timestamps on contact and account are precisely the same. So, something is triggering an update on the account, and we do not want this to happen. How do I stop this? I have also noticed that whenever an Interesting moment is captured on the contact, it updates the contact(which is fine), but that contact's Account is also getting updated somewhere. Hard to figure out what is getting updated here. Only the lastmodifiedby and data/time are helping me right now to figure out this. How do I stop this? Is this a standard Marketo behavior?

      Grégoire_Miche2
      Grégoire_Miche2
      New Participant
      June 7, 2016

      I ran a test on our instance, and the account does not get updated, even when we add an interesting moment to a contact.

      It has to be a mechanism that is internal to you SFDC. Could be a Process Builder as well.

      -Greg

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