Implied Salesforce Actions

Description description

When a Salesforce-specific flow step runs, sometimes extra steps are performed automatically. Here are the rules, so you know:

These rules will apply when the lead is not currently in Salesforce.com as a Contact or Lead.

Marketo Flow step
Automatic Action
Add to SFDC Campaign
Sync Lead to SFDC
Change Status in SFDC Campaign
Sync Lead to SFDC
Add to SFDC Campaign
Change Owner
Sync Lead to SFDC
Convert Lead
Sync Lead to SFDC
Create Task
Sync Lead to SFDC

You can filter out SFDC records in a Smart List using the SFDC Type Filter with the operator set to “is not empty”.  All SFDC records have a value in this field.

Resolution resolution

For technical assistance contact Marketo Engage Customer Support.

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