Resetting Lead Score from Salesforce

[Anonymous]

I am about to start my first trigger campaign, which should start having lead scores increase. When our sales guy called on leads that reach their threshold, and he determines they are not yet ready, how can he reset their lead score to zero from Salesforce, and have that information sync back to Marketo, resetting their score in Marketo as wel?

[Anonymous · Accepted solution]

Hey Annie,

Here are a few ways you can accomplish this:
You can have your SFDC admin create a checkbox that once checked, you have a trigger campaign do just that.

Or, dependning on the comfort level of your reps with Sales Insight, you can create a trigger campaign with a call to SFDC. Then, in Sales Insight, in the dropdown that has "Add to Watchlist", there is an option to "Add to Marketo Campaign". Name the campaign something like "Zero out Lead Score", the rep will then add the Lead and the score will be zeroed out.

One last option is to add the Lead to a SFDC campaign, and upong syncing, you have the trigger campaign set up to zero out the scores.

[Anonymous]

Hi Jeff,

Thanks for the help. I'm working on implementing your second option, creating a trigger campaign with a call to SFDC. (is this the easiest to implement, in your opinion?) I'm still a little unsure of how to do this...

Here's what I've done - please let me know if this is correct, semi-correct, or completely off base!

1. Marketo - marketing activities, created a smart campaign that I called "Salesforce Lead Recycle".
2. Smart List in campaign: selected "score is changed" under triggers, with the value "score name IS 0"
3. Flow: selected Change Score: Score Name: Lead Score, Change: 0

I feel like this is way off base, but I'm not quite sure how I should do it. From there, will something show up in Sales Insight on the Salesforce side that has this campaign mentioned? Again, I feel like I'm going about this the wrong way. If you don't mind offering your help, I would really appreciate it!

[Anonymous]

Glad to help!

What you actually need is the "Campaign is Requested" trigger. Then, select "Source is Sales Insight". Once you do this, check a Lead in SFDC. Go to the "Add to Marketo Campaign" dropdown selection in Sales Insight and make sure you can select the campaign. After you verify that it is there, you will set up your flow steps exactly the same way with only one minor change; when you use the Change Score flow step, your value will need to be "=0". If you leave it just "0", nothing will happen.

That make sense?

[Anonymous]

Thank you! This is helping A LOT! I think I got it all set up in Marketo. My IT guy (the one that has Salesforce control), is struggling to understand the "go to the add to marketo campaign dropdown selection in Sales Insight" - is he doing this within Salesforce? He can't seem to find any dropdown called "Add to Marketo Campaign". (And I'm not seeing it show up on the front end in Sales Insight...)

Thanks again!
-Annie

[Anonymous]

No worries! The dropdown I am referring to is highlighted below. On every Lead and Contact record within SFDC will be a Marketo Sales Insight plug-in. In the plug-in, there is a dropdown (highlighted below). Select "Add to Marketo Campaign" and hit "Go!". This will bring up the page where the rep can select your "Salesforce Lead Recycle" campaign that you have created.

[Anonymous]

How do I get that dropdown box to show up in the leads and contacts within the Sales Insight Plugin? I checked and our SF admin checked, and it's not showing up.

Thank you in advance!

[Anonymous]

Can you share a screenshot of the Sales Insight plug-in for any Lead? That checkbox should be there. The only reason I have heard for it not is because the Lead/Contact was created in SFDC and has not synched with Mkto yet.

[Kenny_Elkington]

Jeff is correct in this case.  If the lead does not exist in Marketo, it will not have the 'Actions' menu in MSI.

[Anonymous]

Ok, we're seeing it show up in LEADS within Salesforce. However, it is not showing up in Contacts. In fact the visual force page Lead is not even available to be placed on the contact page layout. We are currently moving all of our leads and cotacts in salesforce over to just contacts, so this is a pretty big deal that it won't work with contacts. Above you mentioned that it was available on every lead and contact page.... any insight into this?

Thanks! I feel like we're ALMOST there! (fingers crossed!) 🙂

-Annie