I am in the process of developing a subscription preference center. I have created a form for users to submit their preference. This information is saved in the respective Salesforce fields for contacts and leads.
My question is regarding updating these preferences. If the user chooses to update the preference, how do you retrieve their stored preferences from salesforce and display them on the from ?
Hi Rashmi, did they give you a feedback if it's a problem for all customers? I'm pretty sure I tested something with checkboxes few days ago and it worked.
I think it's not an option to store the data in single fields with yes/no?
I just heard from Marketo support. They are checking to see if the pre fill works for boolean values and check boxes. I will update this post once they figure this out.
Hi Rashmi, could you look into a single record in the Lead Database which should have subscription information? And did you read the article from Josh?
The form is on a marketo landing page. I added the field as a token on the landing page and it displays the info correctly. I have added the same field on the form and it doesnt seem to retreive the data. It shows blank each time,
i did set up the fields in SFDC first and it seems like they are synced to marketo. I also have the pre fill option turned on for those fields in the form but it still doesnt retreive the valus from SFDC.
Hi Rashmi, you would need the datafield in Marketo. And on each field of the form you can select on the bottom right if it should be Prefilled if you are using Forms2.0
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