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May 3, 2016
Question

what are best practices to manage lead source field between marketo and salesforce

  • May 3, 2016
  • 1 reply
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Can anyone give me the best practices to manage lead source field between marketo and salesforce.

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1 reply

Grégoire_Miche2
Level 10
May 3, 2016

Hi Hicham,

This field normally should never change it's value and be set by Marketo. So

  • Block field update in Marketo, from any source
  • Create the necessary smart campaigns in Marketo to set the value
  • either make it read only in SFDC or use a proxy field in Marketo to store the latest value and if some changes it in SFDC reset it back to the proxy value

-Greg