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Update Referenced Record from Flow

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Anonymous
Not applicable

Update Referenced Record from Flow

Hello, here is the scenario:

           

email      referred_by      my_suggestions
john@doe.com  jack@jill.com
jack@jill.com    john@doe.com

        

                                    

I've a field in the record called 'referred_by' which is an existing record in the database. This works fine when someone fills out a form and refers somebody, a new lead is created and 'referred_by' is populated.

Now I want to automate an operation so that, the existing 'referred_by' persons record, 'my_suggestions' field gets updated by the original email address that was submitted.

Hope this makes sense.

How do I resolve this? Much appreciated.

-Syed

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Grégoire_Miche2
Level 10

Re: Update Referenced Record from Flow

Hi Syed,

Marketo cannot reference a lead from another lead in a flow.

This is a typical use case for a webkook.

-Greg

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4 REPLIES 4
Anonymous
Not applicable

Re: Update Referenced Record from Flow

If you're using a CRM, I think it would be best be done there. For instance, I would use a Salesforce workflow to update the "my_suggestions" field.

Grégoire_Miche2
Level 10

Re: Update Referenced Record from Flow

Hi Samantha,

Sorry, but no, you cannot change a value on lead B with a workflow that runs on lead A in SFDC. YOu will have to use more complex techniques such as "autolaunched flow".

-Greg

Anonymous
Not applicable

Re: Update Referenced Record from Flow

I was under the impression this was an internal user referring the lead, which is something we track here in my org. I didn't see that these were two leads. Good catch! Mea culpa.

Grégoire_Miche2
Level 10

Re: Update Referenced Record from Flow

Hi Syed,

Marketo cannot reference a lead from another lead in a flow.

This is a typical use case for a webkook.

-Greg

View solution in original post