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Binh
Level 1
Jan 24, 2021 9:54 PM UTC
Solved

Set Custom Field Default Value

Hey all,

 

Does anyone know if it is possible to set a global value for a custom field like you are allowed to for Last Name/Company fields?

 

When using a smart campaign with from "Person is Created" and  "Change Data Value" it sometimes does not work out with timing in relation to our Saleforce for reporting.

 

We would want the field to be populated upon creation similar to how we use hidden fields on forms but for all leads created in Marketo.

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SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Jan 24, 2021 10:13 PM UTC

There's no way to set values before Person is Created runs, so it's always going to be a matter of ensuring you don't sync until the person is fully ready.

 

We like to set a bunch of defaults at once using a webhook (calling a JSON file in Design Studio that holds the current set of defaults) — but that still runs only after the lead already exists.

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2 replies

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Jan 24, 2021 10:13 PM UTC

There's no way to set values before Person is Created runs, so it's always going to be a matter of ensuring you don't sync until the person is fully ready.

 

We like to set a bunch of defaults at once using a webhook (calling a JSON file in Design Studio that holds the current set of defaults) — but that still runs only after the lead already exists.

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BinhAuthor
Level 1
Jan 25, 2021 10:10 PM UTC

Thanks Sanford,

I figured as much, doesn't hurt to check!

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