Re: Lead source is not changing in salesforce, regardless of lead source hidden field

Anonymous · ‎03-13-2013

It's hard to explain but I'll try. I have several forms in marketo. I put a different hidden field for Lead source on each one. The lead source in Salesforce always ends up being the same.

Each landing page has its own form.

I have a hidden field on each form that says Lander [whatever the form is]

This is supposed to translate into Salesforce.

If you look at the landing page http://pages.datavail.com/alwayson-availability-groups.html then you can see this field IS there, but still, the lead source shows up in salesforce as Lander Rac.

If I look at the lead in salesforce, the lead source is always Lander RAC but the activity history will tell you which form they filled out.

Anonymous · ‎03-13-2013

Have you checked in Admin > Field Management (Fields Tab) > find the value "Source" (under folder "Lead Info") > where it says "Block Updates From" > if this shows updates are blocked by form fillout then a Marketo form isn't going to overwrite whatever existing value was in the Lead Source field on the Lead you tested on form submit.

Blocking Lead Source is common practice to ensure only the first "origin" value is ever captured for a Lead.

Try submitting a Lead with a new, unique email address as a test via each form > are the Source values unique?

If the above doesn't resolve things, check your test record's Activity Log in Marketo and click on the ID number of the form fillout activity to see what data was submitted via the form. Was it captured correctly? Check if there were any following Data Value Change activities logged to Lead Source.

If none of the above leads you anywhere, its possible your field in Marketo isn't mapped to the Source field that you're looking at in SFDC (check Admin > field mapping), or that there is a trigger in SFDC/Marketo that is updating the Source value on creation of the Lead regardless of what was captured via the form.

Hope that helps!

View solution in original post

Anonymous · ‎03-13-2013

Have you checked in Admin > Field Management (Fields Tab) > find the value "Source" (under folder "Lead Info") > where it says "Block Updates From" > if this shows updates are blocked by form fillout then a Marketo form isn't going to overwrite whatever existing value was in the Lead Source field on the Lead you tested on form submit.

Blocking Lead Source is common practice to ensure only the first "origin" value is ever captured for a Lead.

Try submitting a Lead with a new, unique email address as a test via each form > are the Source values unique?

If the above doesn't resolve things, check your test record's Activity Log in Marketo and click on the ID number of the form fillout activity to see what data was submitted via the form. Was it captured correctly? Check if there were any following Data Value Change activities logged to Lead Source.

If none of the above leads you anywhere, its possible your field in Marketo isn't mapped to the Source field that you're looking at in SFDC (check Admin > field mapping), or that there is a trigger in SFDC/Marketo that is updating the Source value on creation of the Lead regardless of what was captured via the form.

Hope that helps!

Anonymous · ‎03-13-2013

From the HTML on your page, your form's hidden LeadSource field has its value being set to "Lander Availability Groups", not "Lander". In addition to checking for a Marketo smart campaign that might be changing this value, check for a SFDC workflow rule that might be changing the value to "Lander RAC"?