Lead source and Lead source activity field dependency | Community
Skip to main content
shweta_k
shweta_k
New Participant
December 4, 2023
Solved

Lead source and Lead source activity field dependency

  • December 4, 2023
  • 1 reply
  • 2411 views

Hi all,

For the Marketo instance I inherited, I see there are field dependency rules set between Lead source and Lead source activity in Salesforce. This rule results in sync errors when the lead source and activity values don't match and gets difficult to debug. I wanted to know if this is common practice, and if yes what's the real benefit of doing this? I need to rework the dependencies as a lot of them do not make sense, but before I start that exercise wanted to check if it makes sense to have these rules setup in the first place. Any help is appreciated. 

 

Thanks,

Shweta.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by SanfordWhiteman

That rule sounds fine at a business level.

 

Only some master-detail combos make sense; if you allowed any combo, you’d end up with ambiguity. Similar to not letting somebody change their State unless the Country supports that State.

 

The problem is that the rule isn’t enforced enough! You need to ensure the values can’t be set independently on the Marketo side.

1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
December 4, 2023

Not clear exactly what dependency you’re referring to. Do you mean the Lead Source Activity is limited to a specific set of values based on the Lead Source? Please provide more detail here.

shweta_k
shweta_kAuthor
New Participant
December 5, 2023

Hi Sanford,

Yes, that's what I meant .. sorry if it wasn't clear. So we have specific values for Lead source e.g. Sales, Marketing, Partner, Data Import etc. and the lead source activity values are set up as a dependent picklist. E.g. Lead source activity of Events is currently allowed only if the Lead source is Marketing. So if a lead added with Lead source as 'Data import' later attends a webinar, this triggers Lead source activity to be updated to Events, and Marketo throws a sync error. Additionally, I see integrations with Marketo such as ON24 tend to add a lead source value of ON24 when pushing leads in Marketo. This setup predates my time in the company and I'm trying to figure out what's the best approach here. Do I keep the dependency rules and clean them up? Or does it make sense not to have these rules.. ? Any thoughts or ideas appreciated. 

 

Thanks again,

Shweta.

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
December 5, 2023

That rule sounds fine at a business level.

 

Only some master-detail combos make sense; if you allowed any combo, you’d end up with ambiguity. Similar to not letting somebody change their State unless the Country supports that State.

 

The problem is that the rule isn’t enforced enough! You need to ensure the values can’t be set independently on the Marketo side.

Terms & ConditionsAccessibility statement

Loading footer...