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Jenn_DiMaria2
Jenn_DiMaria2
Level 10
March 20, 2015
Question

Track SFDC Notes

  • March 20, 2015
  • 2 replies
  • 826 views
I'm looking for a way to add more descriptive lead source information to incoming leads without adding another field.

My "bright idea" was to have the lead owner add an SFDC Note entitled "Lead Source", which I could then track in Marketo; however, Marketo doesn't seem to keep track of these notes on a record.

Any other suggestions?
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2 replies

A
Anonymous
March 20, 2015
Hi Jenn -
We use a "Lead Source Details" field which gives the campaign information name.
The "Lead Source" is pulled from a list similiar to campaign type and Lead Source details is the name of the campaign itself.  Not sure if that's what you are looking for but helps to quickly run reporting on the SFDC side.
 
A
Anonymous
March 20, 2015
If you don't want an additional field, you could also append this information to the existing Description field with a date stamp that gets added each time but then makes it difficult to report upon later.
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