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Anonymous
February 7, 2014
Question

Field Mapping Beyond Lead Level

  • February 7, 2014
  • 1 reply
  • 654 views
I have a custom field Lead Type that is in Leads and carries over to Contacts. This works perfectly in SFDC but breaks when Marketo is trying to update this field for someone who is a contact. Is there a way to update this field if a lead is converted? Ive had to create custom fields before in Marketo but it made a duplicate and the information did move back and forth the way it should. It was 2 independent fields and I cant have that. 

I would like Marketo to be able to update Lead Type whether as a lead or a contact. How can I do this? (if I even can)

Thanks
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1 reply

Josh_Hill13
Josh_Hill13
Level 10
February 7, 2014
Christina,

Did you create this field in SFDC first? If not, that may be part of the problem.
  1. If you create the field in SFDC first on both Lead and Contact,
  2. then setup Lead Mapping for that field. (under Leads > Fields) That way, SFDC knows to bring in that Lead's field value to the Contact's field.

Marketo will see the new fields and update its database properly. Then you should be able to update things properly.
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