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Steven_W_
Steven_W_
Level 2
July 12, 2018
Question

Marketo Form for business partners

  • July 12, 2018
  • 1 reply
  • 1813 views

I am trying to create a Marketo form for our new business partners, so once they fill out this web form, their information (like company names, contacts...) is automatically sync to Salesforce as a business account (not as a lead). And then send a alert to Business Account Owner in Salesforce to let them review the new application.

However, I tried a couple times and I cannot find the correct field in Marketo form that could attribute the value to "Business Account" in Salesforce. Anyone has an idea what I should do?

Many thanks.

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
July 12, 2018

Sounds like custom setup. Did you look for "business" or look at the Company Attributes>SFDC Type>?

Steven_W_
Steven_W_Author
Level 2
July 16, 2018

Hi Josh, Thank you for your help. In the Marketo form, we have a field called "Business Account For Lead" but I am not sure what will be the pre-filled value for it. And we don't have "SFDC type" field in Marketo form, even thought I can see this option in Smart list.

Do you think it is Marketo setting problem or it is related to setting in Salesforce.

"Business Account for lead"  in creating Marketo Form

SanfordWhiteman
SanfordWhiteman
Level 10
July 16, 2018

we have a field called "Business Account For Lead" but I am not sure what will be the pre-filled value for it.

Is it a Boolean?  If so, set it to "yes," Marketo's common vernacular for Boolean true.

And we don't have "SFDC type" field in Marketo form, even thought I can see this option in Smart list.

I think you're mixing up where certain actions happen.

If Business Account For Lead is set to true, you can have SFDC create record(s) accordingly after the sync. You can't set the SFDC type for people that don't yet exist in SFDC (which is the case for any new lead created via Filled Out Form activity).

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