The organization I work for is setting up to integrate Marketo into our CRM, but there's been a question about part of the instructions:
To ensure an efficient sync with Marketo, identify and restrict certain types of records from the sync (e.g., records without an email address).
How would I go about doing something like that? I can set up field-level security on most of the fields we don't need sync'd, but things like 'Only Leads with an Email Address' is beyond me so far. Validation rules only work when saving a record, as far as I'm aware.
We have a profile and a user created just for the sync, currently, so there shouldn't be any issues implementing any suggestions.
Can someone point me in the right direction?