Is there a way to populate account info in SFDC via form fill? | Community
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A
Anonymous
April 29, 2017
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Is there a way to populate account info in SFDC via form fill?

  • April 29, 2017
  • 2 replies
  • 2095 views

Hi all,

  Wondering if I provide a form fill to our current customers, with a field being an account field such as "current version", which is what version of the product they are on. Is it possible, if the current customer is a contact in a specific account, to populate that account field via the form fill they are filling out?

Are there any workarounds to populate this info? Thanks

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    Best answer by Darrell_Alfons2

    Hi David Liu​,

    Account fields are not writable from Marketo. As a workaround, you can create a corresponding field on the contact object, and then use a work flow, process builder, or Apex code in SFDC to update the account object.

    2 replies

    Rachit_Puri2
    Rachit_Puri2
    New Participant
    May 1, 2017

    Agreed with David. That would be one way if you want to use a Marketo form. Else, you can use a web-to-lead form and create a trigger to update the fields on the account object. Web-To-Account like Web-To-Lead - Salesforce Developer Community

    Darrell_Alfons2
    Darrell_Alfons2Accepted solution
    New Participant
    April 30, 2017

    Hi David Liu​,

    Account fields are not writable from Marketo. As a workaround, you can create a corresponding field on the contact object, and then use a work flow, process builder, or Apex code in SFDC to update the account object.

      A
      Anonymous
      May 1, 2017

      Thanks for that solution. Just to give you a bit of background, I'm asking customers to fill out a fill and looking to collect the current version of the product they are on.

      If I want to transfer that current version field that they filled out, what are the steps to populate that info into a current version field in salesforce, how do I do that in terms of setting up the logic in a smart campaign etc.?

      Are there any other quick fix ways to go about populating this gathered info? Thanks

      A
      Anonymous
      May 1, 2017

      I see I need to make sure that current version contact field is in the form first

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