Correcting data values in forms and CRM

Question

It has been brought to my attention that 'Vietnam' needs to be spelt correctly on all our global forms and within our CRM-Salesforce.

Instead of Vietnam, we have Viet Nam as our stored, select value in all forms.

What is the best way to correct this spelling error in bulk in all forms? - Could Python code work?

I can then create a smart campaign to change old values to new values in Marketo when corrected.

In Salesforce, is this again a store value change that can be done on mass by the CRM Admins?
Will the corrected value in Marketo sync to Salesforce lead and update in Saleforce too?

Thanks

SanfordWhiteman · Accepted Answer

The Marketo REST Asset API allows you to edit form fields, including select options. It’s not a Python thing — any language can be used, but the key is your developer needs to be familiar with the API. It’s a pretty steep learning curve for the forms part.

Given the learning curve, I’d recommend you make this change instead on the client side, with a piece of additional JS. Naturally you’ll need to deploy that JS everywhere (after the form embed).

I find it best to keep select options in a separate file and build them dynamically using JS all the time, that way you can instantly make changes to every form, everywhere.

JackSi1 · Answer

Hey @zoe_forman

RE: Salesforce Sync - The Marketo/Salesforce lead sync is bidirectional, so you can make the edits in Marketo and they'll be updated in Salesforce if the CRM has access to the fields (which your country field should be!)

As an extra safeguard, I would consider adding a 'Sync Person to SFDC' step in your campaign you use to make these changes. This will force the Marketo/Salesforce sync!

I'm unaware of any way to make mass changes to Marketo forms.

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