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QUICK TIP: Lookup Values Populating with Salesforce 13 Digit Id's

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Anonymous
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Re: QUICK TIP: Lookup Values Populating with Salesforce 13 Digit Id's

Hi Jessica,
 

Whoops...answered from my wrong account ;).


Ok...so the BDR is on the account level, and is it looking up a user I'd imagine?  Or a custom object maybe?

 

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Anonymous
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Re: QUICK TIP: Lookup Values Populating with Salesforce 13 Digit Id's

Hi Jessica,

There has actually been a bit of development on this and you can potentially do it a pretty straight forward as well.

Below is an example of an asset I had where it looks up a product.  Now the product is an object look up so it does have a product ID....in fact that is the value directly below "product" in the second window.  But when you click on the area above which drills into that look relationship, you can simply select Product Name.  This will be the text version of that look up you want.

So my assumption is that your BDR means Business Development Rep and its a User Lookup.

I also assume you have a secondary field that maybe is like "BDR Text" to capture the value that is not the 13 digit code so you can segment and its a formula field that uses "Text" as the formula.  Make sure that you mark blanks as blanks (null) and not zeroes.

 So what you're going to do is go into the formula and you should see a BDR and then a BDR> next to it.  Click on the one with the ">".  Now if you are in fact using user you won't be able to get "Full Name", but you can do a simple formula to get their first name and last name.  

Try this:
"User__r.FirstName+" "+User__r.LastName"  (Assuming that it is a user lookup...otherwise just use the name equivalent fields you have)

Give that a go and let me know you it works.

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Anonymous
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Re: QUICK TIP: Lookup Values Populating with Salesforce 13 Digit Id's

Great tip!

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Anonymous
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Re: QUICK TIP: Lookup Values Populating with Salesforce 13 Digit Id's

Is it possible to do the reverse on this... well kinda...

I have a LEAD to ACCOUNT relationship lookup field, called "reseller account" on the lead record, that associates the lead to an ACCOUNT.

If I change the value of "reseller account" to accountXYZ in Marketo, even if accountXYZ exists in Salesforce, I get a MALFORMED_ID: error, because Salesforce wants an account ID. Therefore, the "reseller account" on the lead in SF does not update. I can update the NAME of the "reseller account" because I know that, however, I don't know what the account ID is in Marketo.

If I could make this work I could automate LEAD to ACCOUNT associations with our resellers, and saves hours of time every week.

Is this possible?

P.S. I'll love you forever!!

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Re: QUICK TIP: Lookup Values Populating with Salesforce 13 Digit Id's

We've created a bunch of custom field in Salesforce with lookup, and I've applied this formula. It works perfectly in Salesforce, but when I try to pull the text (not the Salesforce ID) into Marketo, it is just...empty. No data. Marketo has a "read access" to the specific field I've created (Brand X Lead Owner Text), the field shows up in Marketo has a string, but no text or information come through. I've been looking for a solution for days... Please help! Thanks in advance,

Heloise