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A
Anonymous
November 25, 2014
Question

lead source missing in the form

  • November 25, 2014
  • 6 replies
  • 1567 views
In Field Management, we have a lead source field under 'opportunity info' and a source field under 'lead info'.
In creating a form, we are only able to select the 'lead source field' which is being 'filed' under 'opportunity' in admin (not Lead Info).  Can anybody advise on this set-up?
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6 replies

A
Anonymous
November 25, 2014
Are you sure you don't have this backwards? You can't use oppty fields in forms, but the lead one should be visible.
Josh_Hill13
Josh_Hill13
Level 10
November 26, 2014
You are getting confused in Field Management. For some reason Lead.Lead Source is listed as "Source" while on the Opp, it is listed as "Lead Source"

So the one in the Form is the right one to use.

Keep in mind your SFDC will pull the data from Lead.Lead Source into Opp.Lead Source.
A
Anonymous
November 26, 2014
Thank you for the replies; We have to sort this out with Marketo I think because somethign looks off.  By the way, we are not integrated with SFDC.  The form is only allowing us to use LEAD SOURCE (from OPPORTUNITY) into it.
A
Anonymous
November 26, 2014
Hey Josh and Erik, I work with Heather and this is my 3rd Marketo implementation so I'm a bit perplexed on such a silly thing. Here's a screenshot of our field management within admin. I'm with you that LEAD SOURCE has always been the correct field, however we're being thrown off since field management shows it in the OPPORTUNITY folder. 
A
Anonymous
November 26, 2014

I guarantee the field on the the form itself isn't the Oppty field- forms don't write to Opportunities. Some of the form field labels are different between those screens so I bet that is it.

Please do the following:
Make a form
Put email address and Lead Source (whatever one you can get on the form editor) on it
Fill out that form
Look at that lead and see where the Lead Source you entered shows up

A
Anonymous
November 26, 2014
As expected, the test worked. Still not sure why "Lead Source" is populating under the opportunity folder, but everything else checks out as intended. Thanks for helping troubleshoot. 
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