Salesforce Sync Options

[Irwin_Horowitz]

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]

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]

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

Irwin

[Irwin_Horowitz]

Hi Greg,

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