Calculations in Scoring Fields

Calculations in Scoring Fields

Problem: We can do awesome calculations of scores and numbers in RCA, but they stay in RCA, as those calculations aren't tangible data values that can be inserted as a token and passed to Salesforce.com. 


Solution:
Allow Marketo users to use tokens to create calculations when creating Lead Scores in the Change Scoring Value Flow Step. 

Simple e.g. {{lead.Score1}}+{lead.Score2}}/{{lead.ScoreTotal}}
8 Comments
Anonymous
Not applicable

Has there been any movement on this? It's crazy that we have to use a webhook to do something as fundamental as adding 2 scores together. I suspect most people are using different cores that need otbe aggregated BEFORE going to Salesforce so require the calc to happen in Marketo.

Chris_Perez2
Level 3

I have not seen this addressed in any releases.

Anonymous
Not applicable

hey guys - so, "Change Data Value" in a flow step  is basically not capable of performing calculation, such as adding or subtracting two scores?    And the only way to do this is to use webhook to call outside API and perform calculation there and return the calculated value back to marketo through webhook again?   that's disappointing and sure want to see improvements on this:-(

Anonymous
Not applicable

We created a custom field in SFDC to add the two value together.

Anonymous
Not applicable

Using SFDC as a calc engine is not ideal because often you want to control the timing and manner by which you first sync a lead to SFDC, especially when you want to capture SFDC campaign-related data effectively.

SanfordWhiteman
Level 10 - Community Moderator

IIRC, there was a feature in longtime beta that could do this kind of thing.  For a time, it was offered only via Marketo Professional Services (that is, you had to have some kind of PS contract to have it enabled), which seemed to be the first stage before it was publicly available.  But then it ceased being offered at all.  I was never given a reason why it was taken off the market -- the obvious reasons would be [a] it didn't work reliably and/or [b] it proved too risky to let marketers use it because it amounted to pseudo-programming (like Excel macros) and for technical reasons it couldn't be locked down to just admins.  You might talk to your account manager.

kh-lschutte
Community Manager
Status changed to: Open Ideas
 
Katja_Keesom
Level 10 - Community Advisor

Some really simple use cases for being able to do basic calculations and comparisons:

  • Person score = Behaviour score + demographic score
  • Send MQL on data value change IF New value > old value