New Custom "Inquiry" Object in Salesforce

Forum|Forum|4 years ago
June 21, 2021
1 reply
2789 views

We are rebuilding our lead workflow currently Marketo>Salesforce and hoping to make use of a custom "Inquiry" object new to Salesforce. We are hoping to use this similarly to how we use "Create Task" today and trigger the create Marketo>Salesforce, attaching the new object to either an existing contact or creating a new lead (same way tasks function today). Has anyone done this before and does this sound feasible?

Marketo

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Best answer by SanfordWhiteman

Marketo can't create CO records in Salesforce. You can try relaying the information in a Task, picking it up in Apex, then deleting the Task, or build a gateway to the SFDC API and call it via webhook.

SanfordWhitemanAccepted solution

Level 10

Marketo can't create CO records in Salesforce. You can try relaying the information in a Task, picking it up in Apex, then deleting the Task, or build a gateway to the SFDC API and call it via webhook.

Kim_WiecznerAuthor

Level 3

Thank you, @sanfordwhiteman !! The challenge is that we're trying to pull "inquiry" details (last lead source etc.) on the task but we can only pull them through in comments since custom fields aren't mappable. Alternatively, we're seeing if we can use campaigns as the mechanism to trigger the CO create but then we also can't map custom fields and we can't add the same person to a campaign multiple times. Any suggestions of path forward or resources to help us solve this?

Kim Burditt

SanfordWhiteman

Level 10

Campaigns won't work. If the Task description is too short, you can look into something more robust that wouldn't involve Apex (but would involve some other language of your choice): use a webhook to call the SFDC API and directly create objects.

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