Hello! My company is in the process of implementing lead scoring in Marketo. I've been reading several articles and discussions, and have some questions about score fields. The plan is to create two custom SFDC formula fields, "Lead Score Stars" and "Lead Score Flames" in Salesforce, synce them to Marketo and feed them into Sales Insight. The outstanding questions are:
1) Can an integer field from Salesforce (e.g. Lead Score Stars and Lead Score Flames) be synced to Marketo, AND then have the field type in Marketo change from “Number” to “Score” without error? From
this discussion, it seems to be possible, but I haven't tested this - by creating a SFDC field, syncing it, and changing its type - or found corroborating documentation.
2) Do the SFDC formulas for Lead Score Stars and Leads Score Flames need to have an “else” case that explicitly assigns the field a value of “0”, even if the field’s default is set up to be “0” and, perhaps, even if the sum is “0”? See
this discussion - 2
nd to last comment and last comment - for why the question is being raised.
Any help/experience/links to further reading is appreciated!
Keep it classy, Marketo peers:)
Liz