Hello All,
Background:
Our address fields were not mapped properly upon the initial set up years ago. We are thinking we should be mapping the marketo address fields (Country, State, etc) to the SFDC Lead address fields and to the SFDC MAILING address fields (on the contact record) vs the billing address fields which is what we have currently. The SFDC billing address fields cannot be overwritten because they are a SFDC account field and apparently marketo cannot write to the account object and therefore it makes no sense to have the marketo address fields mapped to the SFDC billing fields right? So when a SFDC contact fills out a webform it will not update any geography fields.......right?
Questions:
Has anyone remapped the marketo address fields to the SFDC Mailing address fields (sfdc contact address fields) instead of the SFDC Billing address fields (sfdc account address fields) since marketo cannot update SFDC account information?
If so how do you go about doing so without messing up any address information?
Is this the correct thinking?
It seems like the answer to every data challenge in Marketo is "...just add new fields." How is that sustainable?
No, my proposal to handle it does not require any new field
-Greg
Hi Nate,
To this list of todo's, you also have to add:
6. Change all forms in Marketo to use these new fields to capture
7. Swap the fields in any smart list and smart campaign flow
8. Hide the old fields in the Marketo admin -> field management so that no Marketo user continues to use them
Decommissioning fields in Marketo can be a very cumbersome task. Which is why I prefer my approach
But where Josh is right is that sometimes Sales hate when a contact fills out a Marketo form and updates his address. If this is a concern and you want to prevent it, I prefer to block update rights to the address fields of the contact object on the Marketo user profile IN SFDC.
-Greg