Sync is used to migrate data between systems. It allows you to move data between Marketo and Salesforce by configuring source objects, destination objects, mappings, filters, and execution schedules. Syncs can be run once or on a recurring schedule.
Page 1: Basic Sync Configuration
After clicking Add New Sync from the Sync list page, begin by defining the core Sync settings. These selections determine where data comes from, how it is handled, and where it is sent.
- Source Connection — Select the connection from which data will be pulled
- Source Object — Choose the object from the selected source connection
- Name and Description — Provide a required Sync name and an optional description
- Deduplicate Contact Rule — Define how duplicate records are handled:
- Import everything
- Ignore all duplicates and do not import
- Choose youngest record by last update date
- Choose oldest record by creation date
- Import Rule — Specify whether records should be created, updated, or both
- Destination Connection — Select the connection where data will be sent
- Destination Object — Choose the target object in the destination system
Once all required fields are completed, click Next to continue.
Page 2: Field Mappings
On the Mappings page, define how data flows between systems.
- Map source fields to destination fields
- Add multiple mappings as required
After completing the mappings, click Next to proceed.
Page 3: Add Filter / Query
Filters allow you to control which records are included in the Sync.
- Click Add Filter
- Select a Column, Operator, and Value
You can click View Query to review the generated filter logic. Once confirmed, click Preview Sync.
Page 4: Preview Sync
The Preview Sync page provides a validation step before execution.
- Top section — Shows the total number of records pulled based on the applied filters (preview purposes only)
- Bottom section — Displays field mappings again, allowing you to add or correct mappings if needed
After reviewing the preview, click Next.
Page 5: Schedule and Execution
This page controls when and how the Sync runs.
| Schedule Type | Behavior |
|---|---|
| Run Once (Now) | Executes the Sync immediately, one time |
| Run Once (Scheduled) | Executes the Sync once at a selected date and time |
| Interval Executions | Runs the Sync repeatedly based on execution frequency, start date/time, and end date/time |
Once a schedule is selected and activated, execution details appear in a table at the bottom of the page.
After Activation
After activation, the Sync will execute based on the configured rules, mappings, filters, and schedule. Execution results can be monitored from the Sync detail page.