3 Replies Latest reply on Jul 16, 2018 11:15 AM by Sanford Whiteman

    Marketo Form for business partners

    Steven W.

      I am trying to create a Marketo form for our new business partners, so once they fill out this web form, their information (like company names, contacts...) is automatically sync to Salesforce as a business account (not as a lead). And then send a alert to Business Account Owner in Salesforce to let them review the new application.

       

      However, I tried a couple times and I cannot find the correct field in Marketo form that could attribute the value to "Business Account" in Salesforce. Anyone has an idea what I should do?

       

      Many thanks.

       

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        • Re: Marketo Form for business partners
          Josh Hill

          Sounds like custom setup. Did you look for "business" or look at the Company Attributes>SFDC Type>?

            • Re: Marketo Form for business partners
              Steven W.

              Hi Josh, Thank you for your help. In the Marketo form, we have a field called "Business Account For Lead" but I am not sure what will be the pre-filled value for it. And we don't have "SFDC type" field in Marketo form, even thought I can see this option in Smart list.

              Do you think it is Marketo setting problem or it is related to setting in Salesforce.

               

              "Business Account for lead"  in creating Marketo Form

              Screen Shot 2018-07-16 at 10.25.37 AM.png

                • Re: Marketo Form for business partners
                  Sanford Whiteman

                  we have a field called "Business Account For Lead" but I am not sure what will be the pre-filled value for it.

                  Is it a Boolean?  If so, set it to "yes," Marketo's common vernacular for Boolean true.

                   

                  And we don't have "SFDC type" field in Marketo form, even thought I can see this option in Smart list.

                  I think you're mixing up where certain actions happen.

                   

                  If Business Account For Lead is set to true, you can have SFDC create record(s) accordingly after the sync. You can't set the SFDC type for people that don't yet exist in SFDC (which is the case for any new lead created via Filled Out Form activity).