Re: Filter out leads by SFDC lead queues

Anonymous
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Filter out leads by SFDC lead queues

Hi Everyone,

Looks like what I need is not possible but I still would like to make sure.

Is it possible to filter out leads in Smart List by SFDC queue?

Thanks,
Anton
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8 REPLIES 8
Anonymous
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Re: Filter out leads by SFDC lead queues

use two filters together to build a smart list that will define members of all lead queues:

1. "SFDC type" = IS NOT EMPTY
2. "lead owner email address" = IS EMPTY...

...then just say "NOT A MEMBER" of that smart list.
Anonymous
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Re: Filter out leads by SFDC lead queues

You can also create a new field in SFDC to store the QUeue name (trigger to update queue name whenever a lead owner changes to a queue)is assigned to the so then you can actual see which queue to filter.
Anonymous
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Re: Filter out leads by SFDC lead queues

What object would that field be in?? Wouldn't it need to be in both lead and contact for Marketo to see it?
Anonymous
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Re: Filter out leads by SFDC lead queues

Thank you, Mark.
I needed to be more specific. Your suggestion, as far as I understand, will filter out ALL queues, not just a certain one. While I need to filter out a certain queue.
Anonymous
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Re: Filter out leads by SFDC lead queues

Got it. In this case could you add another SalesForce field like product interest to define the queue?
Anonymous
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Re: Filter out leads by SFDC lead queues

Yeah, that would probably be the best solution. Thanks again!
Anonymous
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Re: Filter out leads by SFDC lead queues

I found that the easiest way to achieve my goal is creating a separate SFDC Campaign and route all leads owned by a certain queue into there. Then use that SFDC Campaign to filter out leads in Marketo.

Anyway thanks for ideas!
Anonymous
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Re: Filter out leads by SFDC lead queues

That works well for a one-off scenario, but unless you build additional logic to move leads out of that campaign when the lead owner changes then it will not stay up to date!