Custom Sync Filter: Difference from updates the sync filter field in Marketo and SFDC
Description description
SCENARIO:
We would like to configure the native connector between SFDC and Adobe Marketo:
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if “Sync to Marketo = true”, the synchronization is ON between the 2 systems
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else the synchronization is OFF.
QUESTIONS:
Hereafter some of the questions we have (once “Sync to Marketo = true” is set on the connector): -
If a user or a process is setting “Sync to Marketo = false” in SFDC, will “Sync to Marketo” be set to false in Marketo or not?
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If a user or a process is setting “Sync to Marketo = false” in Marketo, will “Sync to Marketo” be set to false in SFDC or not?
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If several fields are updated at the same moment (including “Sync to Marketo = false”), will these fields be updated in the other app? In other words, will this update the record with the last values of all fields (including “Sync to Marketo = false”) or will it ONLY deactivate (immediately?) the synchronization without updating the other fields?
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What will happen in SFDC if “Sync to Marketo” is set to true from Marketo?
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What will happen in Marketo if “Sync to Marketo” is set to true from SFDC?
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What are the differences between updating “Sync to Marketo” from SFDC or from Marketo?
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Is there a way to determine if a Person is no more synchronized from SFDC in Marketo?
Resolution resolution
Hereafter some of the questions we have (once “Sync to Marketo = true” is set on the connector):
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If a user or a process is setting “Sync to Marketo = false” in SFDC, will “Sync to Marketo” be set to false in Marketo or not?
A: In the scenario where “Sync to Marketo = true” (sync) is changed to “Sync to Marketo = false” (do not sync) IN SFDC, NO SYNC bringing this information will reach Marketo.
Marketo field “Sync to Marketo” will remain with the “true” value as the sync was “blocked” from sync to Marketo. -
If a user or a process is setting “Sync to Marketo = false” in Marketo, will “Sync to Marketo” be set to false in SFDC or not?
A: In the scenario where “Sync to Marketo = true” (sync) to “Sync to Marketo = false” (do not sync) IN MARKETO, ONE LAST SYNC bringing this information will reach SFDC. -
If several fields are updated at the same moment (including “Sync to Marketo = false”), will these fields be updated in the other app? In other words, will this update the record with the last values of all fields (including “Sync to Marketo = false”) or will it ONLY deactivate (immediately?) the synchronization without updating the other fields?
A: Once the data changes to “Sync to Marketo = false” IN SFDC, a next Sync will not happen (in case there was already a sync ongoing during the data change).
Basically, if 10 fields (including “Sync to Marketo” changed to “false”) were changed in SFDC AND were queued to sync to Marketo in the same sync cycle = NO DATA will reach Marketo.
Once the data changes to “Sync to Marketo = false” IN MARKETO, a next Sync will happen.
Basically, if 10 fields (including “Sync to Marketo” changed to “false”) were changed in Marketo, they will all be queued to sync to SFDC and, as soon as SFDC submit the value “false” for “Sync to Marketo”, no sync will reach Marketo.
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What will happen in SFDC if “Sync to Marketo” is set to true from Marketo?
A: Custom sync Filter respect the data in SFDC, so, if “Sync to Marketo” is changed from “false” to “true” in Marketo, nothing will happen in SFDC, as SFDC is our trust source and Marketo does not have autonomy to update anything if Custom Sync Filter is not respected. -
What will happen in Marketo if “Sync to Marketo” is set to true from SFDC?
A: If SFDC field “Sync to Marketo” value is changed to “true”, sync will be restored and all pending data to be synced across both systems will sync (updates in SFDC will reach SFDC and vice-versa). -
What are the differences between updating “Sync to Marketo” from SFDC or from Marketo?
A: Custom sync Filter respect the data in SFDC. Custom Sync Filter field MUST be changed in SFDC in order to trigger the logic created. -
Is there a way to determine if a Person is no more synchronized from SFDC in Marketo?
A: There is no direct way, such as a specific field, to identify if a record in not syncing from SFDC to Marketo (I cannot say the same for SFDC records not syncing from Marketo).
The field “SFDC is Deleted” will be “true” if record was removed from SFDC (record in SFDC cannot be identified during Sync)>https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/smart-campaigns/flow-actions/delete-person.html
The easiest way to see if a record is being blocked by Custom Sync Filters is to check when it was last updated, then compare with CRM OR try to manually sync record to SFDC (Smart Campaign or Single Flow action>https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/smart-lists-and-static-lists/using-smart-lists/run-a-single-flow-step-from-a-smart-list.html?lang=en>and check the records activity logs for an error failure due to SFDC “filter”). Root Cause:
N/A