How to identify highest score among several score fields? | Community
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Anonymous
January 8, 2015
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How to identify highest score among several score fields?

  • January 8, 2015
  • 1 reply
  • 2006 views
We have several score fields to capture a user's affinity for product lines that are triggered when the user visits a web page specific to a product line. For example, visit a product line A page twice and a product line B page once, and product line A affinity score = 2 and product line B affinity score = 1. Is there a way to identify which affinity score is higher in order to segment? Ideally, we would use the highest affinity score field to display custom content for product line A, for this example, because the user's behavior indicates a greater interest in product line A over product line B.
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Best answer by Valerie_Armstro
Hi Jason,

We currently have four lead scores, one for each of our product lines.  We created a SFDC custom formula field to calculate which is the highest score and sync this field back to Marketo in order to segement.  Your SFDC admin should be able to help you create this field if you decide to go this route.

The formula evaluates for the following
  • If the Market scores are null or they are all zero, the field value is No Score
  • If one of the Market scores is higher than all the others, the field value is the name of that Market.
  • If two or more of the Market scores are the same value, the field value is Tie. ​
To identify the most recent interest of leads who are tagged as No Score or Tie, I created a different field called "Recent Market" to track their most recent product line interest.  I set up a smart campaign that triggers off a change to the calculated SFDC field (excluding those that change to a value of No Score or Tie) and in the flow steps, the value of the SFDC field is written to the Recent Market field. 

1 reply

Valerie_Armstro
Valerie_ArmstroAccepted solution
Level 9
January 8, 2015
Hi Jason,

We currently have four lead scores, one for each of our product lines.  We created a SFDC custom formula field to calculate which is the highest score and sync this field back to Marketo in order to segement.  Your SFDC admin should be able to help you create this field if you decide to go this route.

The formula evaluates for the following
  • If the Market scores are null or they are all zero, the field value is No Score
  • If one of the Market scores is higher than all the others, the field value is the name of that Market.
  • If two or more of the Market scores are the same value, the field value is Tie. ​
To identify the most recent interest of leads who are tagged as No Score or Tie, I created a different field called "Recent Market" to track their most recent product line interest.  I set up a smart campaign that triggers off a change to the calculated SFDC field (excluding those that change to a value of No Score or Tie) and in the flow steps, the value of the SFDC field is written to the Recent Market field. 
    A
    Anonymous
    July 2, 2015

    Thanks Valerie. We finally got this set up in SFDC, and it works well for synched leads/contacts. Now we need to be able to do this with anon leads in Marketo that aren't synched to SFDC so we can move them from anon to known by targeting their interests. Would love to get a formula field so we could make this happen. If you would too, please vote: .

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