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Looking for help on creating a mapping for webform values to values within SFDC. We use ISO codes as integration values for state and county but want to leave the full name State and County on our webforms. Then map to the ISO codes when syncing to SFDC

1 comentario
  1. 28 ago 2020, 20:47

    I do this often and have a few different ways to do this.

    Start by looking at that form. You can have the full names as the form LABELS and the ISO codes as the form values. Standard practice for form dropdowns.

    Other options:

    Automation rules work, but you end up using them all to solve this.

    It takes me about 6 hours to build an Engagement Studio program to do the if this value, change to that value pairs. (Super secret trick, engagement studio doesn't need to send email at all - I use it like process builder but for Pardot)

    I also wrote API code to solve this issue.

    https://thespotforpardot.com/2019/02/14/a-v-day-gift-fixing-state-country-mismatches-between-salesforce-pardot/

    I have a much more advanced version of this code that my clients use to solve this - plus a lot of other little nuances that we encounter with Pardot data.

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