3 Replies Latest reply on Jul 28, 2017 9:43 AM by f65fcc984809747b847c1bf1d003b14e6379f425

    Change the picklist values in Marketo

      Hello,

       

      I am not sure if we have the ability to change the picklist or if it is dependent on the data in SFDC. We recently moved State/Province from 2 letter abbreviation to full name. It is still showing as the 2 letter abbreviation in our filter and would would prefer it be changed to the long form. I am building out batches to normalize the data but ultimately we would like to values to show what is now true.

       

        • Re: Change the picklist values in Marketo
          Josh Hill

          Several issues

           

          • Marketo Forms must be updated to Display and Enter the correct values. Easy enough.
          • Existing Data - what you show there is what Marketo can see. It will not sure the full State name until the data itself reflects that. So you must run your batches.
            • Alternatively, you can try
              • SFDC data loader changes which may be more precise
              • Upload a list to Marketo with the new values such that Column A=Email Address and Column B=State
                • State must be unblocked from changes.
              • Smart Campaign data changer - yes, you can do this. Might be a bit slower. Be real careful.
            • Re: Change the picklist values in Marketo
              Dan Stevens

              In addition to what Josh said, to update your forms, you need to first delete the field from each form and then re-add the field back in.  The new values will now reflect what's in SFDC (as long as the fields are mapped to one another).

               

              Alternatively, you can leave the field in place and manually update the values.  But that introduces the risk of errors.  Best to grab the exact field values from CRM.

              • Re: Change the picklist values in Marketo

                We updated all forms already, I suppose we can run the batches in Marketo to refresh all the data. We do not have access to SFDC and have no permissions to run anything through SFDC, we would need to put the request through the admin. If we upload a list it will run with errors, I believe that as long as SFDC is using the older values we would not get anywhere until they refresh the data on their end as well.