Populate a date field with a future date | Community
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Anonymous
March 11, 2016
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Populate a date field with a future date

  • March 11, 2016
  • 2 replies
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We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer.

So, we want the field to initially be populated with Create Date + 30 days (or put differently, Today + 30). Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.

Anyone know of a way to do this in Marketo? We've thought of using different triggers for the nurture, but they all require too much effort from the SDRs - keeping their process as seamless as possible would be so lovely.

Thanks!

We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer. So, we want the field to initially be populated with Create Date + 30 days. Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.

Anyone know of a way to do this in Marketo? We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer. So, we want the field to initially be populated with Create Date + 30 days. Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.Anyone know of a way to do this in Marketo? We’re trying to create leads with a date field that indicates when the remarketing nurture will start. We’re giving the SDRs 30 days to qualify the lead, but want them to be able to edit this date for individual leads if the process is taking longer. So, we want the field to initially be populated with Create Date + 30 days. Salesforce does that easily using a formula, but the SDRs can’t edit a formula field.Anyone know of a way to do this in Marketo?

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    Best answer by Casey_Grimes2

    Actually, this can be done in Marketo pretty simply: have a Smart Campaign run upon lead creation (or batch it nightly, what have you) and in your flow step, do a Change Data Value to set the SDR date to {{system.date}} + 30 days. You can technically do this with the actual created date as well, but it's important to note that your Marketo created date may not be the same as your Salesforce created date, and both of those fields are stored as datetime rather than just date.

    2 replies

    Casey_Grimes2
    Casey_Grimes2Accepted solution
    New Participant
    March 14, 2016

    Actually, this can be done in Marketo pretty simply: have a Smart Campaign run upon lead creation (or batch it nightly, what have you) and in your flow step, do a Change Data Value to set the SDR date to {{system.date}} + 30 days. You can technically do this with the actual created date as well, but it's important to note that your Marketo created date may not be the same as your Salesforce created date, and both of those fields are stored as datetime rather than just date.

      Grégoire_Miche2
      Grégoire_Miche2
      New Participant
      March 14, 2016

      HI Courtney,

      Thx, learnt something today.

      -Greg

        Grégoire_Miche2
        Grégoire_Miche2
        New Participant
        March 11, 2016

        Hi Camille,

        Cannot be done in Marketo. In Marketo, you can check a date was 30 days ago. So you could set the field date to today (using the {{system.date}} token as a new value) and filter for every lead for which the field has a value equals to 30 days ago.

        Usually, we do this in SFDC using workflows instead of formulas, so that the fields remain editable.

        -Greg

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