How do you automate lead scores so demographic + behavioral = total lead score?

Question

I'm doing research on automating lead scores I took a look at Marketo's "Definitive Guide to Lead Scoring." My goal is to have the total lead score update automatically when demographic and behavioral scores are changed (demographic + behavioral = total lead score). Does anyone know how to do this (which was specified in this Marketo Guide):

"While you will list the demographic and behavioral scores separately, you will add them together in your scoring model to make your total lead score. Review the scores to make sure that for a typical sales-ready lead the demographic score makes up no more than half of the total score."

Thanks!

Josh_Hill13 · Accepted Answer

Here's what you do:in SFDC: create Behavior Score, Demographic Score as integer fieldswaitIn MarketoGo to those fields in Admin > Field Management and mark them as Score fields. They will now show up in the Change Score flow.Now in the Scoring flow you'll doBehavior Score +5Lead Score +5In a title score:Demographic Score +16Lead Score +16So you don't add them together, but change them by the same amt each time. To reset demo scores and lead score, doChange Data Value: Lead Score = {{lead.Behavior Score}}Change Score: Demographic Score =0

Anonymous · Answer

We personally sync this info to salesforce, then have a formula field in salesforce that syncs back to marketo to do the calculation (more bullet proof), but the Marketo-only way would be to create that third field for total score and whenever you change behavior score by +1 also +1 to total score, same for demographic score... This is less robust since you can forget to add the "also +1 the total score" step and they'd be out-of-sync, but it will at least keep it 100% within Marketo, if needed...

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