Connecting Lead data to Account data with an existing lookup from Lead to Account | Community
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Delwin_Ng
Delwin_Ng
Level 2
January 31, 2019
Question

Connecting Lead data to Account data with an existing lookup from Lead to Account

  • January 31, 2019
  • 1 reply
  • 4166 views

Hi folks,

Our Salesforce team has built something really cool that connects Lead records to Account records. That way we can do things like figure out if a Lead is from a Customer account or a Target account. I can't seem to get Marketo to see that same data though. Let me explain what they've built.

On Leads there is a lookup to an Account. This is automatically populated by looking at the domain name of the email address and seeing if there is an account with contacts that have email addresses with the same domain name. If there are no matching accounts it just stays empty. So on the Salesforce side they can already see that this lead is probably a part of this existing account and convert it or do whatever they want on the sales side. On the marketing side though I want to make sure that the lead is put into the right kind of marketing (prospect vs. customer) but I don't have access to the data on the account, even if the lookup is populated. I know that if the lookup were to a custom salesforce object I'd be able to pull it in but because it is an Account I can't see a way of doing that. Any thoughts out there?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
January 31, 2019

Formulas and lookups don't auto populate in Marketo until you force a sync. There's no sysmodtimestamp on them.

Delwin_Ng
Delwin_NgAuthor
Level 2
January 31, 2019

I'm not sure I understand your reply Josh. Data from accounts sync in Marketo. Data from leads sync in Marketo. It just happens that this field on the leads is a lookup to an account. I just can't figure out a way to access this data from a Salesforce Objects Sync point of view.

Amy_Goldfine
Amy_Goldfine
Level 9
January 31, 2019

I have had this same problem with lookup fields. It's very frustrating. It has less to do with your Leads doing a lookup to Accounts and more with the fact that they're a Lookup field.

When a regular field is populated or updated in SFDC, it updates a field called sysmodtimestamp. The change in sysmodtimestamp is what tells SFDC to sync to Marketo. The initial population of Lookup and Formula fields does not update sysmodtimestamp so it won't sync this down to Marketo. You need to have your SFDC Admin force a sync between these fields and Marketo. I believe that after this, value changes in those fields will change in Marketo.

Amy GoldfineMarketo Champion & Adobe Community Advisor
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