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Anonymous
October 14, 2015
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Segmentation built off SFDC formula field

  • October 14, 2015
  • 2 replies
  • 2827 views

I'm building our segmentation for our Sales Dev Reps based off their territory. Either they own the lead or its owned by a queue and I have a formula field in SFDC to detect territory. I'm wondering if I can even build this out based off an SFDC formula field. Will Marketo detect when the formula field changes and update the segmentation? I couldn't find any confirmation that Marketo could do this. Can anyone confirm? I really want this territory formula field to work for our dynamic emails. Thanks!

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Best answer by JohnCl9

Hi Emily,

Formula fields do not trigger an update because changes to their values don't update the System Mod Stamp for the object they live on.  For this reason, we don't recommend that you base anything on these fields in Marketo.

Another solution would be for you to make sure that a value actually got written to the object when the formula field changed.  This could be something as a custom field with a date token that would update each time the formula field did.

John

2 replies

J
Adobe Employee
JohnCl9Adobe EmployeeAccepted solution
Adobe Employee
October 14, 2015

Hi Emily,

Formula fields do not trigger an update because changes to their values don't update the System Mod Stamp for the object they live on.  For this reason, we don't recommend that you base anything on these fields in Marketo.

Another solution would be for you to make sure that a value actually got written to the object when the formula field changed.  This could be something as a custom field with a date token that would update each time the formula field did.

John

    Josh_Hill13
    Josh_Hill13
    Level 10
    October 14, 2015

    But that would have to happen in SFDC, right?

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    October 14, 2015

    Yeah Josh, you'd need to have a trigger. Which kind of makes the formula redundant (since the trigger could probably replicate the formula into a static field).  Still it could be good for distributing responsibilities (like an admin-level person maintains the formula and a system-level developer manages triggers only).

    Caryl_Mostacho
    Caryl_Mostacho
    Level 4
    October 14, 2015

    HI Emily Dick​ - 

    As @John Clark mentioned above, Marketo can't see the update in SFDC formula fields.   Best solution I've seen to this would be some kind of Salesforce trigger that updates the value of another custom field (say Territory Text field)  in Salesforce with the value of the Territory Formula field. This Territory Text field would then be the field you would use for segmentation in Marketo.

    A
    Anonymous
    October 14, 2015

    This is what I thought. Thanks for confirming!

    Justin_Norris1
    Justin_Norris1
    Level 10
    October 15, 2015

    Emily Dick​

    Fortunately you can usually do this without code using a Workflow Rule or Process Builder in SFDC -- just replicate the formula logic in the WFR.

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