2

We are using the Salesforce Marketing Cloud Connector. Is it possible to restrict the Contacts surfaced from SFDC into SFMC based on the Tracking User or will ALL Contacts which reside in SFDC be surfaced in SFMC? I realize there's the option to add limited filtering on the actual synchronized object, eg: only email or based on a certain field etc. My interest, however, is in knowing whether it's possible to use the Tracking User's Profile, or some visibility option, to restrict the Contacts surfaced in SFMC.

Thanks!

1
  • To the best of my knowledge, this functionality does not exist within the Connector. You will be limited to using the filtering that you've mentioned above in order to limit the records that you are synchronizing from the selected objects. You could add a boolean field on the object records that identifies those that you'd want to sync, but this is a fairly undesirable workaround. Feb 26, 2020 at 15:10

1 Answer 1

0

What ever records the api system user has access to within SFDC would be eligible to be synced over. This is different than any additional filtering done during the setup process

7
  • Doesn't the API user on the SFDC side have to be a system administrator, or at least have a permission level commensurate with that? You'd have to have an org-wide change to disable sys admin access to view all data/records in order to allow this user to selectively view data. Feb 26, 2020 at 15:33
  • That is the recommendation during the setup process, but you are not locked into it. You would simply have to ensure the correct permissions were granted to account for every process you were using (ie JB entry events using Apex/process builder/flows )
    – EazyE
    Feb 26, 2020 at 15:47
  • 2
    @JasonHanshaw - you can use this list for reference: salesforce.stackexchange.com/questions/293410/… Feb 26, 2020 at 15:52
  • Gotcha, I see that view all data is on that list so I'm assuming that this can't be circumvented? Feb 26, 2020 at 15:55
  • Thanks for sharing insights! Our use case is to restrict Contact records surfaced in SFMC to specific regions and omit other regions from surfacing in SFMC. For example, surface US Contacts and omit Canadian Contacts. Has any one else managed to achieve this use case? Thanks
    – TENIDEXX
    Feb 26, 2020 at 16:14

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .