I'm confused. I'm doing a lead scoring project and created Demographic and Behavior Score fields in SFDC. There is no "Score" field type in SFDC so I checked to see what the Lead Score field type is and found it to be "number". This is true across multiple instances I have access to - but it syncs over to Marketo as type Score. However, my new Behavior Score and Demographic Score fields synced over as type "integer." Yet in other instances, Behavior and Demographic score fields are type "number" in SFDC and type "score" in Marketo. What do I need to do to turn the Behavior and Demographic Score fields into type Score on the Marketo side?
Grégoire Michel or Sanford Whiteman - might one of you know the answer?
Solved! Go to Solution.
Hi Again - Found the answer. You create the custom field in SFDC as type Number and then in Marketo, change the field type to Score.
Hi Denise,
Yes this is only partially correct
-Greg
Hi Greg -
I understand that Lead Score needs to be mapped to mkto71_Lead_Score (and it is). However, I am talking about Behavior Score and Demographic Score. The intent is that these fields will be populated and updated by Marketo - not by SFDC. In fact, they are read-only in SFDC (except for the Marketo sync user). Marketo doesn't document (to my knowledge) any specific API name for these fields. Also, I hadn't intended to use SFDC to sum the fields. Given our use case - namely that we will push values to these fields from Marketo to SFDC but not the other way around, do you still foresee a problem with changing them from type integer to type Score?
Thank you,
Denise
P.S. I do like the idea of using a formula field in SFDC to sum B+D instead of having to increment L every time B or D is incremented but I already build the campaigns. For future reference - can you point me to documentation on how to do this? I'm pretty sure I could search and figure out how to build the formula field but how do you "trigger" it to do the sum whenever B or D is changed?
Hi Denise,
Creating a formula field in SFDC is pretty straightforward and the formula assistant will make it easy. Just create that field on both lead and contact objects. The most important is to let this "total score" field to be an integer one in Marketo and not a score one, otherwise it will not sync back.
The big advantage of using this technique comes when in the future you recompute and/or reset behavior or demographic scores. Because then the total score remains accurately and easily computed.
-Greg