Implied Salesforce Actions

Document created by 9588451ecc601f1a2620c0a3338f73ddec06dbf4 Employee on Dec 8, 2014Last modified by 9588451ecc601f1a2620c0a3338f73ddec06dbf4 Employee on Sep 27, 2017
Version 3Show Document
  • View in full screen mode

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 as a contact or lead.

Marketo Flow stepAutomatic Action
Add to SFDC CampaignSync Lead to SFDC
Change Status in SFDC CampaignSync Lead to SFDC
Add to SFDC Campaign
Change Owner

Sync Lead to SFDC

Convert Lead

Sync Lead to SFDC

Create TaskSync 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.
Remember, these automatic actions only happen if the lead is not currently in