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How to Reference Custom Object data to Validate data and update on Person

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How to Reference Custom Object data to Validate data and update on Person

Hello folks,

 

I have a Custom Object that has some information stored say a list of 100 approved campuses across USA.

 

What I want to do is:

When a Person is created, perform a check across this Custom Object and check if the Campus selected on the Person record exists in this Custom object, and if it exists update a custom field (text/string) on Person object.

 

Anyway to achieve this using the point & click features of Marketo. Thanks!

 

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Level 10 - Community Moderator

Re: How to Reference Custom Object data to Validate data and update on Person

There's no way to do this using "point and click" features of Marketo, no.

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Level 10 - Community Moderator

Re: How to Reference Custom Object data to Validate data and update on Person

There's no way to do this using "point and click" features of Marketo, no.

View solution in original post

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Level 1

Re: How to Reference Custom Object data to Validate data and update on Person

Hey Sanford, Thanks for your reply.

 

In that case, do you have any suggestions to share on how to achieve this, maybe using development (code) of some kind?

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Level 10 - Community Moderator

Re: How to Reference Custom Object data to Validate data and update on Person

The overall feasibility depends on your load, i.e. how many such lookups you'll be doing in a day. How many Persons would you be processing (and how can you be sure of that cap)?

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Re: How to Reference Custom Object data to Validate data and update on Person

Hi Sanford,

 

I am not sure of the cap but can be around 1000 person/day.

 

How about this approach:

1. Run every person through a smart campaign only once

2. Configure the smart campaign to implement a webhook

3. This webhook makes a call to the Custom Object to read and look for a specific row based on the unique identifier

4. If response received is 200, go ahead and update a custom field on the Person record, if not 200 then do nothing.

 

Can you please weigh in on this approach?

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Level 10 - Community Moderator

Re: How to Reference Custom Object data to Validate data and update on Person

If it's really only 1000/day this is fine.