Understanding Status and Status Reason
Unlike Salesforce (SFDC), which has only a Status field, Microsoft Dynamics has the concept of Status and an associated field named Status Reason. Status refers to the state of the record, in other words, on a Contact we can tell if the record is Active or Inactive, and on a Lead we can tell if the record is Open, Qualified, or Disqualified. Status Reason - primarily on the Lead record - provides additional information about the reason the record is in a given state. For example, on a Lead record that is Open the user can indicate that the lead has been contacted. In Dynamics, the Status Reason pick list can be edited by anyone with a System Customizer role, making it easy to change existing or add additional values.
Let's review the out-of-the-box Contact and Lead entities and their associated Status and Status Reason values:
A closer look at Status
In Marketo Lead Status is mapped to the Status field in both Dynamics and SFDC, but there are some differences to point out.
Below are examples of Dynamics out-of-the-box mapping for the Status field as compared to the same in field in SFDC:
- Open = Lead
- Active = Contact
In SFDC there are multiple Lead Statuses, yet there is no differentiation between the Lead and Contact Lead Status
Dynamics Lead Status Values
SFDC Lead Status Values
Status Field information in Dynamics
In Dynamics, the Status schema name is statecode. Status shows whether the lead is open, qualified or disqualified. Qualified and disqualified leads are read-only in Dynamics and can’t be edited unless they are reactivated.
Status Field information in Marketo
The Status field is a string field in Marketo and is mapped to both the Lead and Contact field in Dynamics.
A closer look at Status Reason
In Marketo, Status Reason is mapped to the Status Reason field only in Dynamics; out-of-the-box, SFDC does not have the concept of Status Reason.
Below is an example of Dynamics OOB mapping for the Status Reason:
- New = Lead
- Active = Contact
Dynamics Status Reason Values
Status Field information in Dynamics
In Dynamics, the Status Reason schema name is statuscode. Status Reason shows the lead’s status for each statecode (e.g. Open, Qualified, or Disqualified); it is associated information to the Status of the record.
Open Status:
Qualified Status:
Disqualified Status:
Status Reason Field information in Marketo
The Status Reason field is a string field in Marketo and is mapped to both the Lead and Contact field in Dynamics.
There you have it – a quick look at Lead Status related fields in Microsoft Dynamics and SFDC!
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