How to Reference Custom Object data to Validate data and update on Person

[evanluwisch]

Hello folks,

I have a Custom Object that has some information stored say a list of 100 approved campuses across USA.

What I want to do is:

When a Person is created, perform a check across this Custom Object and check if the Campus selected on the Person record exists in this Custom object, and if it exists update a custom field (text/string) on Person object.

Anyway to achieve this using the point & click features of Marketo. Thanks!

[SanfordWhiteman · Accepted solution]

There's no way to do this using "point and click" features of Marketo, no.

[evanluwisch]

Hey Sanford, Thanks for your reply.

In that case, do you have any suggestions to share on how to achieve this, maybe using development (code) of some kind?

[SanfordWhiteman]

The overall feasibility depends on your load, i.e. how many such lookups you'll be doing in a day. How many Persons would you be processing (and how can you be sure of that cap)?

[evanluwisch]

Hi Sanford,

I am not sure of the cap but can be around 1000 person/day.

How about this approach:

1. Run every person through a smart campaign only once

2. Configure the smart campaign to implement a webhook

3. This webhook makes a call to the Custom Object to read and look for a specific row based on the unique identifier

4. If response received is 200, go ahead and update a custom field on the Person record, if not 200 then do nothing.

Can you please weigh in on this approach?

[SanfordWhiteman]

If it's really only 1000/day this is fine.