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A
Anonymous
September 13, 2016
Duplicate

Marketo Shadow Fields Routines

  • September 13, 2016
  • 2 replies
  • 1648 views

When using Marketo par example with the CRM tool Salesforce.com (SFDC) we got in trouble when we started to use Forms on websites: Data filled out by the customer can be different fromm the data we captured already in SFDC and was overwritten by the Form fill out!

Workaround

We created such called Shadow Fields in Marketo with a subset of automated routines to let the flow go but without overwriting SFDC data fields. We only send out a message or Task to the lead owner that the customer filled out a Form and that that data is different form the data we have in SFDC.

I think this setup should be automatically be available in Marketo instead of building this approach by our own.

Kind regards, Pieter

For who is interested I like to share some parts of it with you.

    2 replies

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    September 14, 2016

    Hi Pieter,

    What you are looking for is a mechanism to conditionally decide when dat should flow from Marketo to SFDC.

    Look at some of the ideas ehre: Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

    and especially this one:

    -Greg

    A
    Anonymous
    September 15, 2016

    Hi Greg,

    Thanks for your information. I'm almost brand new in Marketo, thats the way I tried it myself. I'm almost finished and I like to share my ideas with you.

    Kind regards Pieter

    K
    kh-lschutte
    February 6, 2020
    No text available
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