Populating Custom Salesforce Field with a Form Token | Community
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AJ_Navarro
AJ_Navarro
Level 2
Mar 26, 2020 3:45 PM UTC
Solved

Populating Custom Salesforce Field with a Form Token

Our Marketo instance is synced with SFDC. That being said on one of our forms we have a comments area. The token to display these comments on internal alerts is {{lead.Request Comments}}. Now I would like to sync those comments as well to a custom salesforce field we created. The field is Form Comments (L). I added this step to our current smart campaign of whenever a lead fills out a form:

 

However, when I go look at the Salesforce Field, nothing populates. What am I doing wrong ? 

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Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
Mar 31, 2020 7:53 PM UTC

Check if the field is not read-only for the marketo sync users WITHIN SFDC using the security rules. As in that case the field would not be updated in sfdc from marketo-sfdc sync.

 

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5 replies

Amy_Goldfine
Amy_Goldfine
Level 9
Mar 27, 2020 6:44 PM UTC

Make sure that the field in SFDC is not set to block updates from Marketo.

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Amy GoldfineMarketo Champion & Adobe Community Advisor
AJ_Navarro
AJ_NavarroAuthor
Level 2
Mar 31, 2020 7:21 PM UTC

I'v checked with our Salesforce Admin and looks like nothing is blocked. Can you explain further where to look ? Maybe I am looking in the wrong place. I also checked user permissions and everything looks right as myself and the sales force instance have full admin access. 

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Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
Mar 31, 2020 7:53 PM UTC

Check if the field is not read-only for the marketo sync users WITHIN SFDC using the security rules. As in that case the field would not be updated in sfdc from marketo-sfdc sync.

 

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Darshil_Shah1
Darshil_Shah1
Community Manager
Mar 26, 2020 4:34 PM UTC

Did you wait for the SFDC sync to happen? For the mapped fields one needs to either sync the person to SFDC manually or wait for the Marketo-SFDC auto-sync for the changes are reflected in SFDC side, I guess same will be the deal with SFDC field as in your case. Also IMO populating values through token is not likely to cause this issue.

 

 

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AJ_Navarro
AJ_NavarroAuthor
Level 2
Mar 31, 2020 7:19 PM UTC

Can you explain further, I'v looked at the sync settings with our Salesforce Admin and everything seems to be in order. 

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