Multiple Interesting Moment Fields

Question

Looking for some input from the community.

Currently our Marketo instance is not synced to Salesforce so I am not able to pass over lead activity to sales. Through some research in the community I see that others have overcome this gap by creating multiple interesting moments fields. I'd like to build something similar in our instance and use these fields to capture lead activity to pass to sales in alerts.

A second part of this is I am working to build global interesting moment programs that pull information through the use of tokens.

My question is, should I create specific fields for interesting moment programs types, such as Interesting Moment Webinar, Interesting Moment Tradeshow, etc. Or should I create IM1, IM2, IM3, etc.

The next question is what is the best way to build this flow so that the information that needs to be captured is passed along to the next blank interesting moment on the lead record?

If anyone could provide their insight or experience into this, I would greatly appreciate the help.

Thank you!

Matt_Stone2 · Answer

I would go with a rolling list not based on type, so LIM1, LIM2, LIM3, etc.

For how you accomplish this, you could set up a smart campaign triggered by "Has interesting moment" and then in the flow, you have change value steps for all your LIM fields. Each change value step would reference the previous one via tokens, like this:

LIM 3 = {{lead.LIM 2}}

LIM 2 = {{lead.LIM 1}}

LIM 1 = {{lead.Last Interesting Moment Desc}}

Just make sure to do them in reverse order so they write properly.

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