Re: How to update Acquisition Program and Date after import to Salesforce?

Mark_Farnell
Level 5

How to update Acquisition Program and Date after import to Salesforce?

The reason for this is that we use Ringlead to import data, to de-duplicate existing contacts, direct to campaigns.  We find it a better de-duplication tool than just uploading direct to Marketo.

All our campaigns are synced to Marketo programs, but Acquisition Date and Program are not updated when the sync occurs.

Any ideas out there?

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Anonymous
Not applicable

Re: How to update Acquisition Program and Date after import to Salesforce?

Hey Mark,

You can build a trigger campaign based on the sync to change the acquisition program and date in the flow steps. Are you syncing from Mkto to SFDC or the other away around?
Mark_Farnell
Level 5

Re: How to update Acquisition Program and Date after import to Salesforce?

We have a trigger campaign from when a contact/lead is added to the specific SFDC campaign in question (with no existing acquiisition program).  We have one of these for each program/campaign sync.  This sets the acquisition date using the {{system.dateTime}} token and the acquisition program to that program.

A separate global trigger campaign listens fior acquisition date chaging; when this happens we copy to the custom fields for acquisition the using {{lead.Acquisition Program Name}} and {{system.date}} (the dateTime token didnt seem to be available).

Now though the sync from MKTO to SFDC is not updating those fields.  the custom Program Name field is Text (100) so can't see any problems there, but the custom Acq. Date field is Date Time. Any pointers?  The fields have no block "updates".
Mark_Farnell
Level 5

Re: How to update Acquisition Program and Date after import to Salesforce?

So, further investigation reveals the custom Program name was read only and the when we changed the custom Date field to be date only the sync started.