Christopher_Chi

Christopher_Chi

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Date Last Visited
‎05-05-2020 04:44 PM
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Joined the community 28-07-2016
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  • Re: Scoring Field Mapped From Lead to Account

    Hi Floyd, gave that a try with the updated triggers, here is a screen shot of the activity log from the time of conversion going forward. The Test Account that I was converted on to has a value of Portfolio Majority = Primarily Office. It seems very inefficient to me to ask every person in a form to...

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  • Re: Scoring Field Mapped From Lead to Account

    Thanks Floyd, I ran a test before starting the discussion in which I was not triggered - I then submitted a ticket from support and below was the answer I got, which made me really think this was not possible. Sounds like the statement below is not accurate, but still haven't tracked down why my tes...

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  • Re: Scoring Field Mapped From Lead to Account

    Thanks Josh, not trying to write to a field on the account, but if Marketo has the ability to read a field on the account so that when the lead is converted and attached to the account Marketo could see this and score the person 1pt because it knows this person is tied to an Account that is in our I...

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  • Re: Scoring Field Mapped From Lead to Account

    Thanks Floyd, we are on SFDC Enterprise. Just so I have a full understanding if a lead is converted, does marketo have the ability to score the person based on a value that is on the account once the contact is associated to the account? If not, I will have to map lead to contact. To me it just seem...

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  • Scoring Field Mapped From Lead to Account

    I have a field "Portfolio Majority" I am using that is mapped from the Lead to Account, where we only want to score specific values in the pick list and giving the person +1 in demographic score.Trying to figured out if this should be mapped from the lead to contact instead? It's been a while since ...

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Date Registered ‎07-28-2016 01:42 PM
Date Last Visited ‎05-05-2020 04:44 PM
Total Messages Posted 5
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