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Salesforce Sync Options

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Irwin_Horowitz
Level 2

Re: Salesforce Sync Options

Hi Greg-- Do you know if there's a way for us to fill the Lead Company dynamically--possibly in the Lead Lifecycle.  We use the the Non Profit Service Pack in our Salesforce instance which treats Contacts as Organizations.  If no company is chosen for a contact, it defaults to the contacts name.  We'd like to do the same for our Leads so when they're converted we'll have the name as the organization.

Do you know a way we can set this up for our Lead sync between Marketo and SF.

Thanks

Irwin Horowitz

Girls Who Code

irwin@girlswhocode.com

Grégoire_Miche2
Level 10

Re: Salesforce Sync Options

Hi Irwin,

Yes, this is feasible. Create a smart campaign with the following parameters:

  • Smart List
    • Trigger: lead is created
    • Trigger: data value changes, field = last name, constraint : new value is not empty
    • Filter : SFDC Type [Lead] is not Contact
  • Flow:
    • Change data value. Attribute = company name, new value {{lead.Last Name}}
  • Schedule:
    • Run Every time

Activate it.

You can also create a batch campaign that does the same for all leads for which SFDC Type [Lead] is not Contact

-Greg

Irwin_Horowitz
Level 2

Re: Salesforce Sync Options

Thanks for the quick response Greg.  We'll give this a try.

Irwin

Irwin_Horowitz
Level 2

Re: Salesforce Sync Options

Hi Greg,

Your solution is working.  We set the company name to {{lead.First Name}} {{lead.Last Name}}.