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Hank_Hansen
Hank_Hansen
Level 5
August 3, 2015
Question

Parent Child Relationship

  • August 3, 2015
  • 1 reply
  • 3458 views

Is there such a concept as child records for a lead? For instance if I have survey responses with field values x, y and z that I want to store repeatedly each time a client completes a survey, I'd prefer a method that puulates the same fields each time but within unique records. I'm trying to avoid exploding the number of custom fields so I'm cusrious what the best practices are for this kind of thing. I have other use cases in addition to the surveys where "child" records could be beneficial.

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1 reply

Justin_Norris1
Justin_Norris1
Level 10
August 4, 2015

Hey @Hank Hansen​,

Yes, this is exactly the type of use case that Custom Objects in Marketo are designed for -- basically any kind of child record that is tied to the person or company record in a many to one relationship.

Previously Custom Objects were a bit difficult to deploy, but there is a new beta feature that allows you to create your own Marketo Custom Objects via a GUI. I have this enabled in a Sandbox instance and it's quite straightforward.

Check out this post by @John Mattos​:

Custom Objects in Marketo - Part I

You'll need to populate these objects via the API.

It's also possible to create a custom object in Salesforce (if that's your CRM) and pass the data there. I've Fluid Surveys​ which can post results directly to Salesforce standard and custom objects without any coding required.

Just depends on how you want to populate the object and what you intend to do with the data afterwards.

Hank_Hansen
Hank_HansenAuthor
Level 5
August 4, 2015

Hey Justin,

Thanks very much for the info. This sounds cool. We're using SugarCRM and I would guess the Marketo Connector for SugarCRM will not sync custom objects but I'll check anyway. Good to know that functionality is there with Salesforce.

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