Product Object Smartlist Filter

[Anonymous]

I'm trying to create a Smartlist with the product object from Salesforce. There doesn't appear to be any filter to use for the product object.  Has anyone experienced this issue, or know how to resolve it?  Thanks.

[Kenny_Elkington]

Hi Michael,

You would need to first enable this object through the custom object sync in order to filter on it.  https://docs.marketo.com/pages/releaseview.action?pageId=4719297

[Anonymous]

Hi Kenny- thanks for responding.The product object is a standard object in Salesforce, does Marketo treat it as a custom object?  

Has anyone expereienced and resolved this issue?
 

[Kenny_Elkington]

Hi Michael,

That is correct, Product is not synched by default, so it can be synched via the Custom Object functionality.

[Anonymous]

There isn't a direct relationship to the lead, contact, or account record from the standard product object in Salesforce, so I'm not sure that this would work.  Do you happen to know how other companies are doing this?  Thanks.

[Jenn_DiMaria2]

Wanted to reply to this because I'm going through the same thing! The product object cannot be synced to Marketo because it doesn't have a direct relationship to leads, contacts, or accounts. From support: "They would be able to see two objects down. If the Object B is a child of Object A and Object A is a direct child of Lead, Contact, or Account we should see it."

The best answer I've found for how to rig the system is here: Creating Smartlists with SFDC Product Object Filters

That said, segmenting and Smart Lists based on Product is essential for many organizations and I wish there was an easier way. If anyone has found information that I have not, please send it my way!

[Casey_Grimes]

Depending on your needs, there's a few different ways to go about it: Justin's method of rolling up data to the Account works just fine, but you can also echo the product values into a special field on the Opportunity, or you can enable Entitlements (if the product is a renewing service or something that needs to have the product expire after x time) and get to products that way (with bonus Entitlement data!) It really just depends on what use case makes the most sense for a given company.