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FYI

Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions. There are some other changes, too. Learn more.

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 stepAutomatic Action
Add to SFDC CampaignSync Person to SFDC
Change Status in SFDC CampaignSync Person to SFDC
Add to SFDC Campaign
Change Owner

Sync Person to SFDC

Convert Person

Sync Person to SFDC

Create TaskSync 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

The Salesforce sync is cool, right?

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