Resetting Lead Score from Salesforce | Community
Skip to main content
A
Anonymous
January 8, 2014
Solved

Resetting Lead Score from Salesforce

  • January 8, 2014
  • 16 replies
  • 2260 views
I am about to start my first trigger campaign, which should start having lead scores increase. When our sales guy called on leads that reach their threshold, and he determines they are not yet ready, how can he reset their lead score to zero from Salesforce, and have that information sync back to Marketo, resetting their score in Marketo as wel?
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by
Hey Annie,

Here are a few ways you can accomplish this:
You can have your SFDC admin create a checkbox that once checked, you have a trigger campaign do just that.

Or, dependning on the comfort level of your reps with Sales Insight, you can create a trigger campaign with a call to SFDC. Then, in Sales Insight, in the dropdown that has "Add to Watchlist", there is an option to "Add to Marketo Campaign". Name the campaign something like "Zero out Lead Score", the rep will then add the Lead and the score will be zeroed out.

One last option is to add the Lead to a SFDC campaign, and upong syncing, you have the trigger campaign set up to zero out the scores.

16 replies

Show previous replies
A
Anonymous
January 20, 2014
Ok, I can  now see the VisualForce section in contacts, but the drop down box with "Actions: Add to Marketo Campaign" is not there. My Salesforce admin said that he thinks the code with the dropdown must not be in the visualforce contact object that you had us add....
A
Anonymous
January 21, 2014
And you checked to ensure that the Contact exists in Mkto as well?
A
Anonymous
January 21, 2014
I've looked up five random people in Marketo and they are all leads. How can you find a salesforce "contact" in Marketo? Is there a chance my "contacts" are not syncing to Marketo? How do I go about ensuring this is happening? (if it's easier, we can jump on a call - you can email me at annie.dimatteo@universalmind.com - my Salesforce admin is happy to jump on a call with you, which may be a lot easier than going back and forth via emails over the forum!)

Thank you in advance!
-Annie
Kenny_Elkington
Adobe Employee
Kenny_ElkingtonAdobe Employee
Adobe Employee
January 21, 2014
Hey Annie,

The easiest way to do this this is to create a Smart List with 'SFDC Type is Contact.'  This will pull up all of the record in your Marketo DB with that type.  If there aren't any contact records, your syncuser is likely missing CRUD permissions in the Standard Object Permissions sections of its profile.
A
Anonymous
January 21, 2014
Thank you, that helped. I see that some of the contacts are syncing. I did a check on some names I know one of our cold callers entered (meaning he has probably called them, and they should be starting to accrue a lead score) - I checked and some of those contacts were not in Marketo. Any ideas on why that might be? Is there a way that we can have more control over which contacts are syncing? (as a side note, we hired a salesforce consultant, and he is having us move every person over to contacts, so we will no longer have "leads" and "contacts", just "contacts", so it is important to me that I understand how this works before everyone gets moved to a contact!)

Thanks!
-Annie
A
Anonymous
January 21, 2014
Hey Annie,

You may want to escalate this to support since they are able to look into your system. All of the Contacts should've synched over (and continue to sync over) unless you have a smart campaign in place that deletes them from Mkto while leaving them in SFDC. 
Terms & ConditionsAccessibility statement

Loading footer...