@@ -62,21 +62,22 @@ There is a set of fields that show information regarding the First Order (FO) st
1.`FO MQL` - this shows whether or not, at the time of the `MQL DateTime` (the most recent time the record MQL'd), the record was a FO record
##### Date of MQL
Finding when a lead/contact became an MQL requires accounting for leads/contacts who skipped the MQL stage.
To do this we take the lesser of `mql_date`(`Marketo MQL DateTime` in SFDC) and `mql_inferred_date` (`SFDC MQL DateTime` in SFDC). Note: Both of these fields are hidden from views and only the SoT fields below are visible, for simplicity and consistency.
To find the date of when someone became an MQL, we use the date field from Marketo (`Marketo MQL DateTime` in SFDC). While this field is not stampted and can change if someone re-MQLs, it makes our reporting easier to understand, matches what Sales Development uses, and matches the data in Marketo.
There are two new fields in SFDC, `MQL DateTime` that is the lesser of the above two fields and `Initial MQL DateTime` which is the SoT for the first time a record MQL'd - these are the only two fields that should be used in reporting on when a record MQLs.
While we use `Marketo MQL DateTime` for all our standard reporting, we are aware of some of the issues with using this field:
- MQL Dates can change if a person re-MQLs
- The MQL field will be blank for someone who skips the MQL stage
The logic for finding when a person became an MQL is captured in the `mql_reporting_date` field. The `mql_reporting_date` field should always be used to report inquiries unless you are looking for something specific.
For circumstances where the cavacts above impact reports, we have created the MQL fields below:
| Field Label (SFDC) | Field API Name | Definition | Purpose and When to Use |
| Field Label (SFDC) | Field API Name | Definition | Purpose and When to Use |
| Marketo MQL DateTime | MQL_Date__c | Set by Marketo when a record reaches the MQL Threshold. Updates each time this happens. | Default when reporting on MQLs |
| [Beta] MQL DateTime | True_MQL_Date__c | The true/reportable MQL Date for the most recent MQL of a record. Lesser of Marketo MQL DateTime and SFDC MQL DateTime | Current MQL Count/ When a record most recently MQL'd |
| Initial MQL DateTime | True_Initial_MQL_Date__c | The true/reportable MQL Date for the first/initial MQL of a record. Lesser of Initial Marketo MQL DateTime and Initial SFDC MQL DateTime | When a record First MQL'd |
| Initial Marketo MQL DateTime | Initial_MQL_Date__c | Set by Marketo when a record reaches the MQL Threshold. Stamped the first time this happens | input metric - not needed for reporting |
| Initial SFDC MQL DateTime | Initial_MQL_DateTime__c | Set by SFDC when a record skips the MQL Stage, Inquiry > Accepted for example. Stamped the first time this happens. | input metric - not needed for reporting |
| Marketo MQL DateTime | MQL_Date__c | Set by Marketo when a record reaches the MQL Threshold. Updates each time this happens. | input metric - not needed for reporting |
| SFDC MQL DateTime | MQL_DateTime_Inferred__c | Set by SFDC when a record skips the MQL Stage, Inquiry > Accepted for example. Updates each time this happens. | input metric - not needed for reporting |
