Re: Updating SFDC field with Marketo form

Anonymous
Not applicable

Updating SFDC field with Marketo form

Hi

I want to update a field in Salesforce with the help of Marketo form in the email.

I have the same contact email on two different accounts but the account number is different or unique for each account.

Is it possible to update the field in SFDC based on account number?

For example, abc@gmail.com is contact on account number 201 and 204. I want to update a field only on account number 201. Can I create a form with fields- Account number (exist in SFDC and MKTO); Frequency (a field I want to update in SFDC and MKTO).

Thanks,

Vipula

4 REPLIES 4
SanfordWhiteman
Level 10 - Community Moderator

Re: Updating SFDC field with Marketo form

You would have to have a compound dedupe key (email + account number) enabled in your instance for the Marketo form to locate the correct lead.  But beware, this often causes more errors than it solves.

Also, a form post will not update the literal Account (as in SFDC Account) object. You aren't being clear in your question, so I don't know if you mean an "account number" field at the lead level or a field on another object.

Anonymous
Not applicable

Re: Updating SFDC field with Marketo form

Sorry for being not clear.

Account number field is on the account level and the field I want to update automatically is also on the account level.

Contact Email is in the contact object.

Thanks,

SanfordWhiteman
Level 10 - Community Moderator

Re: Updating SFDC field with Marketo form

Account number field is on the account level and the field I want to update automatically is also on the account level.

You can't do this with a Marketo form alone (and for good reason, really, when you consider that you'd be creating an Account admin form that's open to the public).

The only way to would be to call a webhook after form submission, and have that webhook do the writes into SFDC, which would then be mirrored into Marketo.

Grégoire_Miche2
Level 10

Re: Updating SFDC field with Marketo form

Hi Vipula,

are you using person accounts in Salesforce or are yoy really having an email field on the account object ? (In the second case, Sanford's point is the only answer).

-Greg