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I need to have sent, an email from Marketing Cloud to a Lead. That email should contain a link to a webpage (created in Marketing Cloud) that contains a checkbox and a Submit button. When the Lead clicks submit then the Lead in Salesforce should be updated with this data in a very short space of time.

How long should this work this take?

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The length of time it will take you to implement this is going to depend primarily on your experience and familiarity working with forms, Cloudpages and Ampscript, but it should not be a very heavy lift to get this going.

Basically you'd want to capture the Lead ID at the email-level and then pass it as a parameter on your link to the CloudPage.

%%[
SET @leadID = [Lead:Id]
]%%

<a href="%%=RedirectTo(CloudPagesURL(123,'leadID', @leadID))=%%">Link To CloudPage</a>

Then you map that ID as a hidden field on your form, along with the actual input you are getting from your Lead, and then pass all of this data to a separate CloudPage.

%%[
SET @leadID = RequestParameter('leadID')
]%%
<form method="post" action="<the url to your form processing page>">
 <p>Some Field On The Lead Object:</p>
 <input type="text" name="someField" id="someField" value="" placeholder="Enter Data" required />
 <input type="hidden" name="leadID" value="%%=v(@leadID)=%%" />
</form>

This separate CloudPage, which could show a confirmation message to the user, would retrieve the parameters from the form (including the hidden input field for Lead ID) and then use the UpdateSingleSalesforceObject Ampscript function in order to update the Lead's record inside of SF.

%%[
SET @leadID = RequestParameter('leadID')
SET @someVal = RequestParameter('someField')
SET @result = UpdateSingleSalesforceObject('Lead',@leadID,'someField',@someVal)
]%%
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  • So a MC professional should take a day or two? – SeanGorman Apr 13 at 14:42
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    It's hard to estimate without knowing the specifics of the request and data model of your Lead object, but I'd say that a simple implementation should definitely be ready within a day or two. – Jason Hanshaw Apr 13 at 14:51
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I think it should be done with 2 or 3 days maximum! Marketing Cloud pages have some default designs which will make your work easier and faster.

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