Instructions

  1. After clicking Setup, search for Workflow and select Workflow Rules.

  2. Select New Rule.

  3. Click the Object drop-down and select Lead, then click Next.

  4. Enter “Update Interesting Moment Desc Field” as the Rule Name. Select the radio button created, and every time it’s edited. In the Rule Criteria drop-down select formula evaluates to true. Search for and select the ISCHANGED function. Then, highlight the default field value and click Insert Field.

  5. In the “Insert Field” pop-up, choose Last Marketo Engagement Desc and click Insert.

  6. Click Save & Next.

  7. In the Add Workflow Action drop-down, select New Field Update.

  8. In the Name field, enter “Update Interesting Moment Desc Field” (Unique Name will auto-generate). In the Field to Update drop-down, choose Last Interesting Moment Desc. Select the Use a formula to set new value radio button, then click Show Formula Editor.

  9. Click the Insert Field button.

  10. Select Last Marketo Engagement Desc, and click Insert. On the next page, click Save.

  11. Click Done.

  12. Click Activate to turn on the workflow rule.

    After the last step, you can choose to clone the workflow rule for the other fields listed in the Getting Started section: Desc, Type, Source, Date. After you complete the four workflow rules in the Contact object, repeat the same for the Lead object.

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Marketo Engage