3 Replies Latest reply on Dec 26, 2013 11:58 PM by Nicole M

    Marketo and Salesforce

      We have a form that we want a field to ask “How Did You Hear About Us?”-> but we don’t need this question to be synced into Salesforce
      1.       Any fields we have, in this case “How did you hear about us”- do all of them have to be imputted into Salesforce for it to appear on the form?
      2.        For New Leads/Contacts: We want their answer for this question to sync into Salesforce via the Lead Source-is this possible to do?
      3.       For Existing Leads/Contacts in Salesforce-we want them to fill out “how did you  hear about us”-however we don’t want their existing lead source field to be overwritten in Salesforce
       
      So, what are challenge is, can we ask one question but the answer be syncing to a different field into Salesforce?
        • Re: Marketo and Salesforce
          Nicole M

               Hi Colleen:

               Here is how I would approach this:

               1. Create a custom "How did you hear about us" field in Marketo (custom fields created in Marketo will not sync to SFDC).

               2. Add the field to your form

               3. Create a campaign that triggers off of the form fill-out.

               In the flow, use a Change Data Value flow step with the following Choice: If Lead Source is empty, then enter the following token for the new value: {{lead.How did you hear about us}}. The Default Choice of the flow step would then be "Do nothing".

               Add another Change Data Value flow step that sets the field "How did you hear about us" to "NULL" (Note: This must be all upper case "NULL" to reset the field - "null", or "Null" will not work)



                

          • Re: Marketo and Salesforce
            Calvin Lam
            There might be business reasons that you want an extra field to capture the source that I am not aware of but here is another alternative.

            Your Lead Source field in SFDC is probably already mapped/synced to the Source Field in Marketo and you don't really need to create an extra field to achieve what you want.

            (1) In your form, you can just label the field to "How did you hear about us".  The field is still called "Source" in your Lead Detail Page

            (2) Make the Source field to be Blocked from Update from Form Fillout so this won't override whatever value is already stored - http://community.marketo.com/MarketoArticle?id=kA050000000KypCCAS

            New value will still be captured.
            • Re: Marketo and Salesforce
              Nicole M
              Here is the challenge: Once the field was filled-out, it will be pre-populated next time the lead visits a form -- unless it's a progressive profiling form, of course.

              In such cases, you need a Marketo only field to capture the information in the form, and then some logic (a campaign) to transfer that information into the actual data field while resetting the field that is used in the forms.

              Clear as mud? ;)