Attached is the mapping:
And my admin confirmed Marketo has permission to write to the Description field in SFDC.
Good thought to try the reverse, SFDC populating to Marketo, Grégoire Michel
Any ideas why I wouldn't be able to pull the field into a form?
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.
Yeah, I'm currently using the workaround - what a pain, though!
I'll contact Support and see what's up.
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
Good point; I'll mention this to my team.