Creating records in custom objects maybe??

[Anonymous]

When we attend trade shows or field events, often we collect notes that are associated with a lead that attends that event. So when we scan a badge at an event, and collect information like “COMPANY is looking for X-PRODUCT this quarter. Call ASAP”, we want this information tied to the lead AND the event. So, when a sales rep looks at the members of a program (the SFDC Campaign), this information is available at the campaign level. How can we do this? I’m open to any ideas.

We don't want it to simple be a field on the lead record, because A) that can be over-written and/or B) It is only relevant to a particular event. Support tells me that we can’t write to a custom object in the UI – it can only be written to using the API.

Any ideas?

[Neil_Robertson6]

Yes, you cannot write natively to a custom object (Salesforce) via Marketo.  Without seeing your data model it would seem you would need to use a third party system to update this info or mass update in SFDC. You can prevent a field being overwritten if required.   

We have a seperate membership object for an event which is applicable for Lead and Contacts which is tied to the event is how we get your desired outcome.  I.e. an Event Membership is a link between contact, lead and event.

N

[Anonymous]

Thanks Neil,

So if you have a seperate membership object for an event, and you can't natively write to this object, how do you get the info into Marketo/SFDC from a simple spreadsheet? Or does this only work for athird party event application?
 

[Neil_Robertson6]

We upload in SFDC or via a bespoke API dev using JSForce.