1 Reply Latest reply on Mar 4, 2017 12:17 AM by Grégoire Michel

    Create leads of a different lead type in SFDC

    Devan Mairose

      Hello - looking for advice/answers....

       

      We're trying to push certain list uploads over to SFDC (we have a 1:1 integration) as a LEAD record, but a different TYPE of lead record than a normal "lead/lead" record. For example, we currently use Lead/Lead to describe end user leads, but we'd like to have another category that defines end user leads generated by partners. These would be Lead/Partner records.

       

      I've tried to upload and use the lead type field as an upload field, but they did NOT integrate as Lead/Partner (they integrated as Lead/Lead). Is this a capability that marketo even has? Has anyone else done this successfully?

        • Re: Create leads of a different lead type in SFDC
          Grégoire Michel

          HI Devan,

           

          Yes.

           

          1. You need to get the SFDC ID of the lead/partner record type (you can get this looking in Marketo to one of the leads and look at the record type filed). Of course, you need first to make sure that the Marketo sync user has access to the record type field
          2. Then, prior to pushing new leads  to SFDC, run a "change data value" flow step:
              • Choice: if SFDC Type is empty - > attribute = record type, new value = the ID of the lead/partner record type.

           

          This will ensure you set the value only for new leads, not for already existing ones.

           

          -Greg