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KristyleeMu
Level 3
November 30, 2017
Question

Multiple interesting moments in one field

  • November 30, 2017
  • 2 replies
  • 4076 views

All,

We have a business ask to pass the last 5 interesting moments into one field and then use that field to pass data to a sales executive  I have the later part. It’s the concatenation into one field that has me thrown.

Any idea deal on how I could accomplish getting the last 5 IMs into one field?

Kristy

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2 replies

K
KristyleeMuAuthor
Level 3
November 30, 2017

So I found this video: Marketo-Fu - Episode 20: Daisy-Chaining Fields (concatenation of values) - YouTube

The issue I have is how do I go beyond just the last IM?

SanfordWhiteman
SanfordWhiteman
Level 10
November 30, 2017

(Was writing this when you responded btw.)

You can't do it as an Interesting Moment per se.

You can use a Change Data Value step to concatenate fields. For example, setting the value of a Textarea field like InterestingMoments to {{lead.InterestingMoments}};{{system.Date}}: {{trigger.Web Page}} will add the new value to the end of the field without overwriting the current value.

As for "the last 5" that specific goal is tricky because as you fill the field w/concatenated values, you won't be creating an intelligent "stack" where the first entry gets popped off when there are more than 5 entries.  To do that type of logic you'd need to call a webhook (which would allow you to keep the last 5, last 10, last 5 within the last 6 months, etc.).

    Josh_Hill13
    Josh_Hill13
    Level 10
    November 30, 2017

    Right, but if you did this

    You searched for concatenate - Marketing Rockstar Guides

    on a regular basis, you would get more than the 5 times. But why would you do this? Why can't the SE look at MSI inSFdC?

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    November 30, 2017

    You can stop it from holding more than 5 at a time by using a score field. 

    But you can't stop it from rotating (like a FIFO queue) to only hold the last 5 without using a webhook.

    Why can't the SE look at MSI inSFdC?

    I quite agree. 

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