Re: Field Won't Update

Jenn_DiMaria2
Level 10

Re: Field Won't Update

Attached is the mapping:

Screen Shot 2016-05-23 at 9.46.45 AM.png

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

Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Field Won't Update

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

Jenn_DiMaria2
Level 10

Re: Field Won't Update

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

Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Field Won't Update

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?

description-mapping3.png

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.

description-mapping4.png

Jenn_DiMaria2
Level 10

Re: Field Won't Update

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

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

Pavel_Plachky
Level 5

Re: Field Won't Update

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.

pastedImage_0.png

Best,

Pavel

Jenn_DiMaria2
Level 10

Re: Field Won't Update

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