Re: Opportunity Closer in SFDC

Anonymous
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Opportunity Closer in SFDC

Hi,

Does anyone know if it is possible to pick up the SFDC user closing an Opportunity in Marketo? I wanted to use it as a filter e.g. Opportunity closed by API, but can't see it either as a filter or as a constraint. Has anyone done anything similar before?

Thanks, Ellie
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5 REPLIES 5
Anonymous
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Re: Opportunity Closer in SFDC

I'm not quite sure I follow. What are the cases you're trying to differentiate? Are you having Opportunities closed both by the SOAP API and the SFDC Sync?
Anonymous
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Re: Opportunity Closer in SFDC

I'm trying to distinguish between Opportunities closed automatically by our Salesforce instance (which show as closed by API) and those which are closed manually (and so show as being closed by specific salespeople). All Opportunites are closed in SFDC not MK.
Anonymous
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Re: Opportunity Closer in SFDC

I see. I'm not sure if this is possible, but as part of the workflow that closes them automatically, can you set a field by chance? That might be the easiest way.
Anonymous
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Re: Opportunity Closer in SFDC

I wondered if that might be the best solution as well. Thanks for your help Erik.
Anonymous
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Re: Opportunity Closer in SFDC

Glad that is feasible for you.