Ability to refresh form field values with new SFDC values without removing field from form first

Ability to refresh form field values with new SFDC values without removing field from form first

When a picklist field is used in a form, if you change the field values in SFDC, they don't show up in the Marketo form. The quickest way currently (that I know of) is to remove the form from the field, then add it right back in. You don't even have to save the form after removing the field. If it's truly as simple as telling Marketo "hey, go see if there are any new field values for this field", then couldn't that be a selectable request for the form? Something like this:

FIELD NAME

[ ] Update with SFDC values

Maybe this could be done at the form level too, if multiple fields have been updated:

FORM NAME

[ ] Update all fields with their SFDC values

When cleaning up picklist values for a bunch of fields, this is a daunting process to update each field across all the forms they are in. As they say, "there has to be a better way."

3 Comments
Dan_Stevens_
Level 10 - Champion Alumni

Love this idea!  But let's support fields from all CRM platforms, not just SFDC.

Anonymous
Not applicable

I'm all for platform agnosticity!

kh-lschutte
Community Manager
Status changed to: Open Ideas