How to Keep Salesforce Records From Syncing to Marketo


There are many reasons why you would want to keep Salesforce leads or contacts out of Marketo. Maybe you are reaching your Marketo database limit and you want to remove anyone who you can no longer email (hard bounces). Or perhaps you have a bunch of leads or contacts in Salesforce without an email address, that are taking up space in your Marketo database. The bad news is that if you delete these people from your Marketo database, once the Salesforce sync runs, they will be added to your Marketo database again. The good news is there’s an easy way to keep Salesforce records from syncing to Marketo, using a custom sync rule.

Step 1: Create a custom Salesforce field

First you need to create a custom checkbox field on the lead and contact in Salesforce. I ususally call the field ‘sync to marketo’ and make the default value ‘checked’.

Map the lead and contact fields in Salesforce.

Wait for the Marketo integration to sync the new field over to Marketo.

Step 2: Update the leads/contacts you don’t want to sync to Marketo

Now that you have a checkbox on both the lead and contact to flag if you want them to sync over to Marketo, you need to update the field to false for the records you don’t want to sync. This can be done through Salesforce data loader, manually in Salesforce, through a Marketo smart campaign, or through a Marketo list action.

Step 3: Contact Marketo Support to add the custom sync filter

You will need to open a case with Marketo support to get them to create the custom sync rule for you. Here’s what I use for my case details.

  • Priority: P3: Concern, Minor Issue
  • Case Issue:
  • Case Sub Issue: Sync
  • Case Type: Help me setup/create
  • Subject: Custom Sync Rule Creation
  • Description:
    I need a custom sync rule created for both leads and contacts. If Sync_to_Marketo__c is FALSE the record should not sync.

Step 4: Delete the records out of Marketo

Once the sync rule is in place, it will not automatically delete any records in Marketo. You will need to delete the records via a smart campaign or a list action.


Send them to me via email, send me a tweet @jennamolby, or leave a comment

Related Posts

  • 23/09/2020
    7 Ways Pardot Users Can Use Chrome Developer Tools For Troubleshooting & Testing

    Chrome Developer Tools is widely used by developers to help edit pages on-the-fly and diagnose issues. Pardot users can use DevTools to troubleshoot and test landing pages and forms. In this post, I’ll show you 7 ways you can use DevTools, including how to identify errors on a landing page, how to customize the CSS of a form and how to view hidden form field values.

  • 29/07/2020
    How to Create an Engagement Program to Automate Sales Follow Up in Pardot

    Your event or webinar has finished and now it’s time for Sales to follow up on those leads. A great way to automate Sales follow up is to create an automated engagement program in Pardot to send out emails on the Sales Rep’s behalf and create follow up tasks automatically in Salesforce.

  • 23/07/2020
    How to Add an Opt-in Message & Privacy Policy Message to Pardot Forms

    GDPR and CASL compliance are just a few reasons to add an explicit opt-in message or a privacy policy to your Pardot forms. In this post, I’ll show you how to add a custom opt-in message to your form and a privacy consent message above the form submit button.

Leave A Comment

Your email address will not be published. Required fields are marked *

About Me

Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a Marketing Operations leader.

Most Commented
Popular Posts