Program Success - from SFDC Response Date | Community
Skip to main content
A
Anonymous
May 12, 2017
Question

Program Success - from SFDC Response Date

  • May 12, 2017
  • 1 reply
  • 2966 views

Is it possible to retroactively mark 'Program Success' date for various programs that are in market if they weren't previously being set? In particular, I'm interested in pulling in the SFDC 'Response' date as the 'Program Success' date.  Is that do-able?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 12, 2017

Hi Jamie,

You can do this using the "Change program success" flow step.

The difficulty is that you will have to manage this program by program, importing the date in a lead field and processing the leads after import.

-Greg

A
Anonymous
May 12, 2017

The change program flow step is definitely intuitive for program statuses changes *moving forward*. For retroactively updating the program statuses, however, am I reading this right? - I have to do an import (and include SFDC Campaign Responded date as a column)?

For more context, all prospects are already in Marketo.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 12, 2017

You can use this flow step to retroactively set success dates.

Yes, you will need first to import the date in a lead field (type date), and use it to set the date. The flow step will look like this:

-Greg

Terms & ConditionsAccessibility statement

Loading footer...