Need Help Understanding Various Source Tracking Fields

Level 5

Need Help Understanding Various Source Tracking Fields

Hello,

We're working on standardizing source tracking fields, and as I read through the articles there appears to be a number of fields that sound very similar yet supposedly are set up to do different things. A few of the source tracking fields I've come across are listed below...

  • Original Source Info
  • Original Source Type (Is this a Marketo system field?)
  • Lead Source
  • Lead Source Detail (Is this a Marketo system field?)
  • Original Lead Source

Ultimately I'd like to find a way to successfully set up first touch, last touch and multi-touch attribution, possibly using hidden form fields as well as URL parameters. I think these fields will help to identify, but wanted to feedback from others as well.

Which of these fields are considered out-of-the box? Also, in order for these to work, will we need to sync them as custom objects with the CRM?

I appreciate your feedback,

Tom

Tom Kerlin
2 REPLIES 2

Re: Need Help Understanding Various Source Tracking Fields

If you are looking to report on attribution in Marketo, you will be using the field acquisition program (out-of-the-box) and program membership (success statuses).

If you are looking to report on attribution in Salesforce, you will be using campaign membership and the related out-of-the-box fields like primary campaign on the lead and opportunity.

lead source fields are just text fields and you can use them for reporting, but out-of-the-box attribution reporting in Marketo does not use them and out-of-the-box campaign influence in Salesforce does not use them either.

Cheers,

Ben

Level 10 - Champion Alumni

Re: Need Help Understanding Various Source Tracking Fields

Some of these may be fields created by someone. You should check Admin > Field Management and the CRM.

  • Original Source Info
  • Original Source Type (Is this a Marketo system field?) doubtful.
  • Lead Source -- standard SFDC field
  • Lead Source Detail (Is this a Marketo system field?) -- Standard SFDC Field
  • Original Lead Source - probably created

Original Search Phrase, etc are standard Marketo fields usually managed by the System and are often synced under the older setup process.