How to ADD lines to a SF field from a Marketo form | Community
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A
Anonymous
September 15, 2014
Question

How to ADD lines to a SF field from a Marketo form

  • September 15, 2014
  • 8 replies
  • 1604 views
Hi Marketo-users

I'm trying to achieve to give my salespersons (and also my marketing team) the ability to see on the SF contact what products has been bought through time.

So when a person buys a product on our webpage what happens today is that a hidden field is filled with the product-name and this is then synced to a Salesforce-field called "last bought product".

This gives me a view of what product was last bought - but if i wanted to generate a list of the last products (plural) - how would that be done ?

I really hope someone can help. :-)
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8 replies

A
Anonymous
September 15, 2014
How many products do you have?
This might help you with some ideas but I think you may need multiple fields to store products.

An easier way may be to log interesting moments for each product purchase, then the sales person can read the list in Sales Insight?
A
Anonymous
September 15, 2014
Hi Cathal

thank you for your answer. We have around 350 product. I thought about doing it as Interesting moments but then again we have a lot of other interesting moments and this was ment as a help to get a fast overview of the clients history.

No way to add data to a multi-line field ?
A
Anonymous
September 15, 2014
I think you will need at least 1 new field.

You will have one field on the form (field A) and then another field to hold the combined values (Field B).

Then when a lead fills in the form you pass the value from field A to field B and so on.

Trigger : Fills out form
Flow: Change Data Value
Attribute : Field B
New Value {{lead.field A}} , {{lead.field B}}

Make sure that you set the qualification rules to allow each lead theough every time
A
Anonymous
September 15, 2014
aah ok - i get it .... thanks. But again: there is no way to make a list ?

just like a input type=textfield
A
Anonymous
September 15, 2014
You can make a list at the form level. But the challenge you will face will be making sure that the latest value submitted in the form doesn't overwrite the previous value(s).
Josh_Hill13
Josh_Hill13
Level 10
September 15, 2014
You may want to build a custom object in SFDC that handles Product. While Marketo cannot write to that object, you can use the SFDC API to write to the object to create that history.

You can use a multi select box to answer to your last question. Marketo will show that as a string with ";" in between each choice. I tend to find this is a terrible way to manage the data, but it works most of the time.
A
Anonymous
September 15, 2014
Actually Cathals solution works - does any of you then know how to send alinebreak to a text-field in salesforce 

i want to do this:
{{lead.field A}} <br/> {{lead.field B}}

A
Anonymous
September 16, 2014
I think the SFDC field type needs to be rich text then you can use <br/>.

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