SFDC Sync: Lead Sync sfdc-sync-lead-sync

Did you know Marketo Engage syncs from your Salesforce database? It syncs, waits 5 minutes, then syncs again. All day, every day. Here are some details about how Marketo treats Salesforce leads specifically.

Sync Direction sync-direction

The lead (person) and contact sync is bidirectional. If you make changes to a record in either Salesforce or Marketo, your updates will be reflected in both systems.

What if changes are made in both systems at the same time? what-if-changes-are-made-in-both-systems-at-the-same-time

Marketo wins. It’s rare that this sort of collision of data occurs.

Can I create a lead in Salesforce using Marketo? can-i-create-a-lead-in-salesforce-using-marketo

Yes, use the Sync Person to SFDC flow action. This will create a lead in Salesforce if the lead doesn’t exist.

Can I manually force a sync of a person in Marketo to a lead in Salesforce? can-i-manually-force-a-sync-of-a-person-in-marketo-to-a-lead-in-salesforce

Yes, use the Sync Person to SFDC flow action and it will sync in real-time.

Does every single standard field sync to Marketo? does-every-single-standard-field-sync-to-marketo

No, not all the standard fields are useful. All custom fields can be part of the sync.

Will Marketo respect the Salesforce validation rules? will-marketo-respect-the-salesforce-validation-rules

Yes. The sync will fail if the data format is wrong or missing required field information. Marketo will log the result in the leads Activity Log if this happens.