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A
Anonymous
February 27, 2017
Question

District of Columbia

  • February 27, 2017
  • 1 reply
  • 1697 views

How can I get this option into the "state" field picklist?

I have every US state, but not this option and I need it for lead routing.

Am I missing something obvious here? Thanks for any advice!

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1 reply

Dan_Stevens_
Dan_Stevens_
Level 10
February 27, 2017

You either manually add it in (at the form level); or if you get these values from another platform (like CRM), you would add this value on the CRM side (assuming this field is setup within the sync).  Just note, the latter approach would require you to manually update all of your forms that use this value.  See more here: Re: Form picklist needs to update when the values are changed in CRM.  And here the Idea to vote on this automatic capability:   

There's probably a third way to do this and that's with the API.  I just don't have enough knowledge to offer any insight on this one.

A
Anonymous
February 27, 2017

Thanks Dan!

Our State field is mapped to the "address" system field built into SFDC. I don't have the ability to manually edit the picklist options in this field, and to be totally honest I'm not sure how the picklist options were defined in Marketo? Do you know how I can add this value to SFDC? I'm struggling to find how I can manually control any of this.

You mentioned that the latter option - Adding the values to the CRM, would require an update to all forms that use this field. So then, both of the options provided would require manual updates to all forms that use the state field? Am I understanding you correctly?

Thanks again for the quick reply.

Cheers

Dan_Stevens_
Dan_Stevens_
Level 10
February 28, 2017

Jordan - the manual updates are different in each scenario.  In the first one, you physically have to update the list of SELECT name/value pairs.  Whereas the second option - which obtains its values from CRM - is done by removing the field from the form and then re-adding (the values will be included automatically) - just as described in the link to the other thread in my earlier post.

We're not integrated with SFDC - we use MS Dynamics.  But I suspect the process of adding fields is similar.  Work with your CRM ops team to get them added.

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