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A
Anonymous
December 22, 2016
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Creating Custom Score Fields

  • December 22, 2016
  • 1 reply
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I'm confused. I'm doing a lead scoring project and created Demographic and Behavior Score fields in SFDC. There is no "Score" field type in SFDC so I checked to see what the Lead Score field type is and found it to be "number". This is true across multiple instances I have access to -  but it syncs over to Marketo as type Score. However, my new Behavior Score and Demographic Score fields synced over as type "integer." Yet in other instances, Behavior and Demographic score fields are type "number" in SFDC and type "score" in Marketo. What do I need to do to turn the Behavior and Demographic Score fields into type Score on the Marketo side?

@Grégoire Michel​ or @Sanford Whiteman​ - might one of you know the answer?

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Best answer by

Hi Again - Found the answer. You create the custom field in SFDC as type Number and then in Marketo, change the field type to Score.

1 reply

A
Anonymous
Accepted solution
December 22, 2016

Hi Again - Found the answer. You create the custom field in SFDC as type Number and then in Marketo, change the field type to Score.

Grégoire_Miche2
Grégoire_Miche2
New Participant
December 26, 2016

Hi Denise,

Yes this is only partially correct

  • If you want the field to map with Marketo score field, you should have the salesforce field use a very specific field name "mkto71_Lead_Score" (the field label can be "score"), as explained in the doc here: Step 1 of 3: Add Marketo Fields to Salesforce (Enterprise/Unlimited) - Marketo Docs - Product Docs
  • Be aware that, since the last update to the salesforce connector, we have observed many issues on value sync from SFDC to Marketo if you create a custom field and change its type to "score" in Marketo: the values you set in SFDC are not pushed back to Marketo. This is really a problem if you want to use SFDC to sum up behavior + demographic as the total will not flow back to Marketo. The way we work around this is creating a formula field in SFDC. Calling it "Total Score" and make it the sum of B+D. when the field syncs with Marketo, we leave it to be an Integer field. Then in Marketo, we create a smart campaign that juts copies this field into the lead score with a "Data value change".

-Greg

A
Anonymous
December 30, 2016

Hi Greg -

I understand that Lead Score needs to be mapped to mkto71_Lead_Score (and it is). However, I am talking about Behavior Score and Demographic Score. The intent is that these fields will be populated and updated by Marketo - not by SFDC. In fact, they are read-only in SFDC (except for the Marketo sync user). Marketo doesn't document (to my knowledge) any specific API name for these fields. Also, I hadn't intended to use SFDC to sum the fields. Given our use case - namely that we will push values to these fields from Marketo to SFDC but not the other way around, do you still foresee a problem with changing them from type integer to type Score?

Thank you,

Denise

P.S. I do like the idea of using a formula field in SFDC to sum B+D instead of having to increment L every time B or D is incremented but I already build the campaigns. For future reference - can you point me to documentation on how to do this? I'm pretty sure I could search and figure out how to build the formula field but how do you "trigger" it to do the sum whenever B or D is changed?

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