If you create a multi-select field in Salesforce, it will come over as a String field in Marketo. If multiple values have been selected in Salesforce, they will be separated by a semicolon, e.g. Water;Fire;Wind. Let’s say I then put this String field on a form, and change the Field Type to Select, and allow for multiple selections. If that lead subsequently fills out the form and chooses Earth and Wind, this will overwrite the existing values in the field and the field will now say Earth; Wind. These will resolve correctly in the Salesforce multi-select field.
Now, usually we don’t want to overwrite existing data. So for this reason, we create a separate field in Marketo that we can use on forms. Let’s say I call this “Product for Web Forms” and I use this on the form instead of the original multi-select field from CRM.
Then I create a campaign in Marketo along the lines of this:
Now, if I fill out the form and choose Earth and Wind on the form, the Product for Web Forms field will say Earth; Wind and the Product field will say Water;Fire;Wind;Earth;Wind. Even though it has the same value twice in the Marketo list, this will resolve to the correct four values in the multi-select list in Salesforce.
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Kristen,
In reviewing the Form functionality for Multi-Selection Selects, it appears as though the Forms currently recognize the previous submission data with Form Pre-fill "Enabled". Changing any existing value, then seems to perform a clean data update.
Is this a specific corner case which requires an Operational Campaign to maintain clean data values?
I'm currently preparing a standardized Marketo Form functionality related to multi-selects and their integration with Salesforce. As this Support Blog is relatively recent, I would appreciate any additional insight you might be able to provide at this time.
Make it a great day!