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Jenn_DiMaria2
Jenn_DiMaria2
Level 10
July 23, 2015
Question

Adding "Create Task" Fields

  • July 23, 2015
  • 1 reply
  • 2091 views

We have a field on our tasks called "Related To" in which we'd like to write a contact's Lead ID upon form completion; however, this field doesn't show up in the "Create Task" options. Is this a Marketo limitation, or do we need to do something in SFDC?

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    1 reply

    Josh_Hill13
    Josh_Hill13
    Level 10
    July 23, 2015

    You mean Related To or the ID field?

    The ID field should be {{lead.SFDC ID}} if you've set it up right.

    There is a thread from this week that describes custom Task fields. It's a bit involved. Why do you need to do this? It will assign the Task to the Lead Owner and attach it to the correct Lead. Related To usually means Related To Opp Name.

    Jenn_DiMaria2
    Jenn_DiMaria2Author
    Level 10
    July 23, 2015

    Basically, we want to place the Lead ID field in the "Related To" area so when a customer completes a form (ex: a request to upgrade their software), we can keep all that information in the same place. Although now that you've explained it, that wouldn't seem to make sense. Let me see if I can't get more clarification.

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