Populate a date field with a future date

Question

We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer.

So, we want the field to initially be populated with Create Date + 30 days (or put differently, Today + 30). Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.

Anyone know of a way to do this in Marketo? We've thought of using different triggers for the nurture, but they all require too much effort from the SDRs - keeping their process as seamless as possible would be so lovely.

Thanks!

We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer. So, we want the field to initially be populated with Create Date + 30 days. Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.

Anyone know of a way to do this in Marketo? We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer. So, we want the field to initially be populated with Create Date + 30 days. Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.Anyone know of a way to do this in Marketo? We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer. So, we want the field to initially be populated with Create Date + 30 days. Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.Anyone know of a way to do this in Marketo?

Casey_Grimes2 · Accepted Answer

Actually, this can be done in Marketo pretty simply: have a Smart Campaign run upon lead creation (or batch it nightly, what have you) and in your flow step, do a Change Data Value to set the SDR date to {{system.date}} + 30 days. You can technically do this with the actual created date as well, but it's important to note that your Marketo created date may not be the same as your Salesforce created date, and both of those fields are stored as datetime rather than just date.

Grégoire_Miche2 · Answer

Hi Camille,Cannot be done in Marketo. In Marketo, you can check a date was 30 days ago. So you could set the field date to today (using the {{system.date}} token as a new value) and filter for every lead for which the field has a value equals to 30 days ago.Usually, we do this in SFDC using workflows instead of formulas, so that the fields remain editable.-Greg

Sign up

Login with SSO

Login to the community

Login with SSO