Field Won't Update

[Jenn_DiMaria2]

We are using the "Description" field on a form, but it won't sync to SFDC.

If I pull up the lead record in Marketo, the Description field is completed, but when I look at the Sync to SFDC Activity, the field is blank. It remains blank in SFDC. Is there something wrong with our field mappings?

The field is not blocked from updates.

[Geoff_Krajeski1]

If I recall correctly, Person Notes (MKTO) is the field that syncs to Description (SFDC)

[Jenn_DiMaria2]

We don't have a "Person Notes" field... Maybe it was renamed and now everything is messed up?

[Geoff_Krajeski1]

In our instance it is as I thought... Person Notes.

Silly question: Did you check your field mapping?

[Jenn_DiMaria2]

Yup, just did, and you're right. Although for some reason I can't pull "Person Notes" into the form.

[Geoff_Krajeski1]

Are there any restrictions on the field?

I've got some fields that block updates from form fills to work, however, not sure this would prevent it from being added to a form...

Check under your Field Management area to see....

[Jenn_DiMaria2]

I also just ran a batch campaign to insert "Person Notes" into "Description". This is now showing up in Marketo, but not in SFDC. I can't help but think this is an SFDC issue, but I can't figure out why.

[Grégoire_Miche2]

Hi Jennifer,

Does the field synchronizes the other way (from SFDC to Marketo)?

If so, it looks like a right issue in SFDC (meaning the Marketo user has no right to write this field).

Also, pls provide a screenshot on how this field is mapped (admin -> lead management)

-Greg

[Geoff_Krajeski1]

Good thought to try the reverse, SFDC populating to Marketo, Grégoire Michel

[Jenn_DiMaria2]

Any ideas why I wouldn't be able to pull the field into a form?

[Geoff_Krajeski1]

I just created a dummy form on my end and ALSO do not see Person Notes as an option in my instance for adding to a form

Have you tried reaching out to support?

Another option is to use a proxy field and then have a Flow step that populates to Person Notes, as I can see it available there.

However, this is just a workaround versus having it directly available on the form.

[Jenn_DiMaria2]

Yeah, I'm currently using the workaround - what a pain, though!

I'll contact Support and see what's up.

[Pavel_Plachky]

Hi Jennifer,

I think there is some wisdom in NOT having the Person Notes exposed in a form. If you have the prefill enabled, then a returning user may see what was entered in the notes, for example if they contacted you and asked a question. Even worse, if Sales were entering some internal information, then this would be presented to the user.

If you would not have pre-fill enabled for this field, you could overwrite any information sales entered in this field.

The solution I have used in the past was to have an extra field, called Comment Capture and run a flow action to append this value to the Person Notes field by running two Change Data Value flow steps as follows:

First step:

Attribute: Person Notes

New Value: {{system.Date}}: {{lead.Comment Capture}} {{lead.Person Notes}}

Then I would run another flow step to erase the value of Comment Capture so that it would be ready for the next form submission.

Best,

Pavel

[Jenn_DiMaria2]

Good point; I'll mention this to my team.

[Jenn_DiMaria2]

Attached is the mapping:

And my admin confirmed Marketo has permission to write to the Description field in SFDC.

[Jenn_DiMaria2]

Nope. No restrictions.

[Geoff_Krajeski1]

Pretty sure this is the default mapping...