did you ever decide on a solution for your lead scoring?
I've continued to use the option where Total Score is a calculated field in SF to add up Demo + Behavior. It works pretty well. However, you can sometimes run into conflicts. For example, if data fails to sync over because of some invalid country or other reason, total score won't get calculated.
The other option I have heard about but haven't used is to the leverage a third party webhook to send the data outside Marketo for calculation and then have it return back with the total score.
Hi Jeff -- Just wanted to check if this is still a problem for you and your reps and if you ever tried to set up the calculation in Marketo. My organization is experimenting with changing our lead scoring to an effective model but it seems odd that Marketo doesn't provide a way to take behavior score and demographic score, add them together, and make them equal to Lead Score.
Yeah, I am running into this exact same issue. Seems like to resolve this involves making things much more complicated then it needs to be.
Jeff's option to put a caluclated field in SFDC makes sense - but I believe that would involve having to synch everything over to SFDC immediately no? i.e. nothing can sit in Marketo before waiting to synch over into SFDC? if it doesn't it seems like this optioon wouldn't work correctly?
Jillian, there has been no further updates. The solution I usually use is a calculated SF field that sums behavioral and demographic. As Paul mentioned, this means that you need to sync to Salesforce. If you don't do that, this method won't work. Another option I have heard of is that some people use a web hook to connect to a third party to do the actual calculation. Then that calculation is brought back into Marketo. Seems like an unnecessary step. Of course, the best solution would just be for Marketo to support calculated fields.
We are working through this issue as well. Have you heard of any updates that would solve this issue?
Better open a new thread if you expect answers Most of community users will overlook a 3 years old one with more than a few answers.
Today, things are different, since the way score fields synchronize is different (typically, I had many issues synch'ing back score fields from SFDC to Marketo). So I use 2 fields:
- I still get the SFDC formula fields to compute the total. But the corresponding Marketo field is left as a number field.
- Then I add a Marketo trigger campaign that fires on change data value on the total field and copies it's value to the lead score field.
But it does not solve the issue of what reads in the MSI score tab.