Need Help Understanding Various Source Tracking Fields

Tom_Kerlin2 · ‎03-01-2017

Hello,

We're working on standardizing source tracking fields, and as I read through the articles there appears to be a number of fields that sound very similar yet supposedly are set up to do different things. A few of the source tracking fields I've come across are listed below...

Original Source Info
Original Source Type (Is this a Marketo system field?)
Lead Source
Lead Source Detail (Is this a Marketo system field?)
Original Lead Source

Ultimately I'd like to find a way to successfully set up first touch, last touch and multi-touch attribution, possibly using hidden form fields as well as URL parameters. I think these fields will help to identify, but wanted to feedback from others as well.

Which of these fields are considered out-of-the box? Also, in order for these to work, will we need to sync them as custom objects with the CRM?

I appreciate your feedback,

Tom

Tom Kerlin

Josh_Hill13 · ‎03-01-2017

Some of these may be fields created by someone. You should check Admin > Field Management and the CRM.

Original Source Info
Original Source Type (Is this a Marketo system field?) doubtful.
Lead Source -- standard SFDC field
Lead Source Detail (Is this a Marketo system field?) -- Standard SFDC Field
Original Lead Source - probably created

Original Search Phrase, etc are standard Marketo fields usually managed by the System and are often synced under the older setup process.

Ben_Griffith1 · ‎03-01-2017

If you are looking to report on attribution in Marketo, you will be using the field acquisition program (out-of-the-box) and program membership (success statuses).

If you are looking to report on attribution in Salesforce, you will be using campaign membership and the related out-of-the-box fields like primary campaign on the lead and opportunity.

lead source fields are just text fields and you can use them for reporting, but out-of-the-box attribution reporting in Marketo does not use them and out-of-the-box campaign influence in Salesforce does not use them either.

Cheers,

Ben