Implied Salesforce Actions implied-salesforce-actions
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 person is not currently in Salesforce.com as a contact or lead.
Marketo Flow step
Automatic Action
Add to SFDC Campaign
Sync Person to SFDC
Change Status in SFDC Campaign
Sync Person to SFDC
Add to SFDC Campaign
Add to SFDC Campaign
Change Owner
Sync Person to SFDC
Convert Person
Sync Person to SFDC
Create Task
Sync Person 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.
Remember, these automatic actions only happen if the lead is not currently in Salesforce.com
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