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Set Custom Field Default Value

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Binh
Level 1

Set Custom Field Default Value

Hey all,

 

Does anyone know if it is possible to set a global value for a custom field like you are allowed to for Last Name/Company fields?

 

When using a smart campaign with from "Person is Created" and  "Change Data Value" it sometimes does not work out with timing in relation to our Saleforce for reporting.

 

We would want the field to be populated upon creation similar to how we use hidden fields on forms but for all leads created in Marketo.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Set Custom Field Default Value

There's no way to set values before Person is Created runs, so it's always going to be a matter of ensuring you don't sync until the person is fully ready.

 

We like to set a bunch of defaults at once using a webhook (calling a JSON file in Design Studio that holds the current set of defaults) — but that still runs only after the lead already exists.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Set Custom Field Default Value

There's no way to set values before Person is Created runs, so it's always going to be a matter of ensuring you don't sync until the person is fully ready.

 

We like to set a bunch of defaults at once using a webhook (calling a JSON file in Design Studio that holds the current set of defaults) — but that still runs only after the lead already exists.

View solution in original post

Binh
Level 1

Re: Set Custom Field Default Value

Thanks Sanford,

I figured as much, doesn't hurt to check!