Re: what are best practices to manage lead source field between marketo and salesforce

Anonymous
Not applicable

what are best practices to manage lead source field between marketo and salesforce

Can anyone give me the best practices to manage lead source field between marketo and salesforce.

1 REPLY 1
Grégoire_Miche2
Level 10

Re: what are best practices to manage lead source field between marketo and salesforce

Hi Hicham,

This field normally should never change it's value and be set by Marketo. So

  • Block field update in Marketo, from any source
  • Create the necessary smart campaigns in Marketo to set the value
  • either make it read only in SFDC or use a proxy field in Marketo to store the latest value and if some changes it in SFDC reset it back to the proxy value

-Greg