How to Attribute Lead Source in Salesforce Integration? | Community
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Leah_Hurt
Leah_Hurt
Level 2
December 29, 2016
Question

How to Attribute Lead Source in Salesforce Integration?

  • December 29, 2016
  • 1 reply
  • 4069 views

How do I get Salesforce to automatically attribute the correct source to my incoming leads once they've filled out a form? They're all defaulting to the default option (internal - sales relationship for us) and I have to manually go in and change which source the lead came from (organic search, paid search, advertisement, etc.)

1 reply

Josh_Hill13
Josh_Hill13
Level 10
December 29, 2016

You need to set this in Marketo when the lead fills out the form. It may  be blank in Marketo and SFDC is using the picklist default.

Josh_Hill13
Josh_Hill13
Level 10
December 29, 2016

Ok, more detail, but then this goes down the path of attribution and there are tons of threads on Lead Source and Channel-Offer attribution, so read those.

  • Hidden Field Method - add Lead SOurce as hidden field and set this with Default for the form or URL parameter.
  • Flow Step Change Data Value: change this during the form fill out flow for each page.
  • List Upload - Email Address | Lead Source columns and adjust values then upload back into Marketo for the leads you want to fix. (be careful though).
Eunice_Leung
Eunice_Leung
Level 2
December 30, 2016

I ran into the same question. And my understanding is that there are several ways to address it along with what's already suggested:

1) Make form fill a program. So we are attributing the action of a form fill by program membership

2) Add "add SFDC campaign" into the flow of a form fill program. So you can track it in SFDC using campaign reports

3) Grab Referrer as the lead source or translate it into however you wanted to call it, e.g. organic, inbound

But you are right, I used to see organic and paid in other MA system I used before Marketo, and am now figuring out the most efficient way to track the source. I think it largely relies on the "integration" with Google Analytics?

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