Lara Sullivan

How to copy Person Score into a Custom Lead Score field

Discussion created by Lara Sullivan on Jun 27, 2018
Latest reply on Jul 1, 2018 by Veronica Holmes

Hi All,

 

I have a custom field called Lead Score that syncs with SFDC.  However - I am trying to move the score data from Person Score into Lead Score so that I can sync that data with SFDC.  We have a lot of workflow and formulas in SFDC that run off of Lead Score.  I have created a Smart Campaign that runs daily to update anyone who has a Person Score.  However, I cannot figure out how to 'copy' the Person Score data into my custom 'Lead Score' field. 

 

My custom field is a field type 'Score' and is already mapped to SFDC.  I'm sure there is a simple way to do this but at the moment I am stumped.  I would basically like to mirror Person Score onto my Lead Score field (something easy to do in SFDC and I am hoping it is also easy in Marketo).

 

Thanks in advance!

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