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ReannaPe1
New Participant
April 16, 2019
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Override Sync to SFDC on 1 Marketo form

  • April 16, 2019
  • 1 reply
  • 7177 views

Hi,

I have one form where we are asking known leads/contacts for their mailing address. However, if the lead/contact already has a mailing address in SFDC then we do not want to override that information with a new address. Is there a way to do this on only this form? We don't want to impact any other forms that collect address information.

Thanks!

Reanna

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Best answer by SanfordWhiteman

Yes. Use proxy fields on this specific form (Marketo-only fields of the same type and similar name -- append "(self-service proxy)" to the name for example).

Then use Change Data Value to set the primary fields to the values of the proxy fields only if currently empty.

Proxy fields are frankly underused. They're an important data management mechanism.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
April 16, 2019

Yes. Use proxy fields on this specific form (Marketo-only fields of the same type and similar name -- append "(self-service proxy)" to the name for example).

Then use Change Data Value to set the primary fields to the values of the proxy fields only if currently empty.

Proxy fields are frankly underused. They're an important data management mechanism.

Nicholas_Manojl
Nicholas_Manojl
New Participant
April 17, 2019

>Proxy fields are frankly underused


yet also totally abused..

ask yourself OP - which address am I going to trust when I have a separate address in "Address" and "Proxy Address"?

you specifically said "one form", suggesting you have other forms where it is OK to update the address field.. this leads us to a proxy field discussion.

On the other hand, if this is not the case, I recommend you research "block field updates" functionality, which will be a global ability to stop a form from updating an existing value on a particular field.

SanfordWhiteman
SanfordWhiteman
New Participant
April 17, 2019

>Proxy fields are frankly underused
yet also totally abused..

How are those both possible?

I (essentially) see no one using them to separate self-service updates from sales/back end updates. Are you seeing people using them, but using them wrong?

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