Blocking field updates depending on record-based criteria | Community
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A
Anonymous
January 16, 2013
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Blocking field updates depending on record-based criteria

  • January 16, 2013
  • 12 replies
  • 3906 views

Hi there,

Is it possible to block updates to a field on some occassions and not others? And I don't mean depending on which source it's come from (i.e. list vs form fill-out), but depending on record-based criteria (i.e is a user vs is not a user).

Example:
I have a field that for some people - let's say, record type A - I want to update and NOT block.
For record type B, I use the exact same field but for them I DO want to block any updates from Marketo AND I want to block that field from even being populated by Marketo when it's empty. 

Is this possible via Marketo or only via Salesforce? If the latter, does anyone know how to implement? Can you create a new profile for the Marketo user in Salesforce that includes all the same permissions except the ability to edit field X on record type B (but still allow it to edit field X on record type A)?

It sounds like the easiest solution would be to create a different unique field for each record type, but we're so entrenched with using it across campaigns and with syncs with our data warehouse that this would actually be extremely cumbersome for us. We need a quick, solid fix.

Any help appreciated!

Cheers, Tara

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Best answer by
One last thought - you could import the data into a new Marketo only field.  Then create a triggered smart campaign that would update the value in the current synched field of only those leads with a field value of "Record Type A" as follows:
  • Smart List - Data Value Changes trigger with "Attribute: [new Marketo only field]" and a "Record Type: is Record Type A" field filter
  • Flow - Change Data Value flow action with "Attribute: [synched field name]" and "New Value {{lead.[new Marketo only field]}}"
  • Schedule - Each lead can run through the flow every time

12 replies

Show previous replies
A
Anonymous
January 16, 2013
Thanks Elliott. Do you know if it's possible using that approach to say: "Allow edits via any source except NOT from Marketo"? We still need to be able to update field X on record type B from our data warehouse source, but not from Marketo. I probably didn't make that clear.
A
Anonymous
January 16, 2013
You may be able to do this with Salesforce field validation rules that allow different actions depending on the record type.
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