How to Reference Custom Object data to Validate data and update on Person | Community
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evanluwisch
New Participant
May 11, 2020
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How to Reference Custom Object data to Validate data and update on Person

  • May 11, 2020
  • 1 reply
  • 2700 views

Hello folks,

 

I have a Custom Object that has some information stored say a list of 100 approved campuses across USA.

 

What I want to do is:

When a Person is created, perform a check across this Custom Object and check if the Campus selected on the Person record exists in this Custom object, and if it exists update a custom field (text/string) on Person object.

 

Anyway to achieve this using the point & click features of Marketo. Thanks!

 

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Best answer by SanfordWhiteman

There's no way to do this using "point and click" features of Marketo, no.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
May 11, 2020

There's no way to do this using "point and click" features of Marketo, no.

E
evanluwischAuthor
New Participant
May 11, 2020

Hey Sanford, Thanks for your reply.

 

In that case, do you have any suggestions to share on how to achieve this, maybe using development (code) of some kind?

SanfordWhiteman
SanfordWhiteman
New Participant
May 11, 2020

The overall feasibility depends on your load, i.e. how many such lookups you'll be doing in a day. How many Persons would you be processing (and how can you be sure of that cap)?

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