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Re: How to dynamically update a field in lead record

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Anonymous
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How to dynamically update a field in lead record

Here's what I'm trying to do, it's probably really simple so I would greatly appreciate some tips.

I want to update a custom field eg "CustomCompany" for all my leads with the value in the default "Company" field.

Tried a bunch of different things, via Smart Campaign etc, but to no avail. Any whiz marketer know how I can do this?

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Anonymous
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Re: How to dynamically update a field in lead record

Yes, it looks like the issue is with the field type. I found definitions in the discussion below that explains "Float" is for numbers with decimals so that is likely why the token is invalid. I generally use field type "String" for my text fields.

Re: field type definitions

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Anonymous
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Re: How to dynamically update a field in lead record

You can run a smart campaign, use flow step "Change Data Value" and select Attribute 'CustomCompany' and New Value '{{company.Company Name}}'.

Anonymous
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Re: How to dynamically update a field in lead record

Thanks Emily. Below is a screenshot of my attempting that, but it still didn't work

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Did I miss something here?

Anonymous
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Re: How to dynamically update a field in lead record

That looks correct to me. I've included a screenshot below of my test flow and the results.

Mkto_Test_flow-action.png

What is showing up for your test lead in the results tab?

Anonymous
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Re: How to dynamically update a field in lead record

Thanks for the reply Emily. This is what I'm seeing in the results. What does this mean?

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Anonymous
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Re: How to dynamically update a field in lead record

I've looked up similar cases in the community (Re: Can you insert more than one lead token in a field ) and it seems that there is a spelling error/typo that typically causes this. The token looks fine to me but maybe there's a difference in your instance?

Josh_Hill13
Level 10 - Champion Alumni

Re: How to dynamically update a field in lead record

Do you have this field in Marketo: CustomCompany?

Is this field Blocked in Admin > Field Mgmt?

What does it say in the campaign results tab?

Anonymous
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Re: How to dynamically update a field in lead record

Hey Josh, thanks for the response. Here may lie the root cause. This field is apparently read only. I tried to change this, but cannot. Advise please?

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Anonymous
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Re: How to dynamically update a field in lead record

If the field comes from SFDC, you can talk to your Admin about changing the field to read/write for the Marketo profile.

Anonymous
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Re: How to dynamically update a field in lead record

It is a custom field I created myself, and there's no SFDC connection. How can I set the field to read/write via the Marketo UI? I am an admin..