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Are SFDC Opportunity Info fields not available as filters?

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Level 7 - Champion Alumni

Are SFDC Opportunity Info fields not available as filters?

Trying to filter on a field under mapped to (SFDC Opportunity) in a Smart List.

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However, upon attempting to find the field in my Smart List filters, I find no match to this field upon search.

I cannot find it under the Salesforce filters folder nor is there a folder specific to Opportunities.

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Can anyone help here? 

Is there some administrative task I can do to get it as a filter if the field exists?

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Re: Are SFDC Opportunity Info fields not available as filters?

Hi Geoffrey

Use the "Has opportunity" or the "was added to opportunity" filters and add constraints.

-Greg

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Re: Are SFDC Opportunity Info fields not available as filters?

Hi Geoffrey

Use the "Has opportunity" or the "was added to opportunity" filters and add constraints.

-Greg

View solution in original post

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Level 7 - Champion Alumni

Re: Are SFDC Opportunity Info fields not available as filters?

Thanks Greg, will try that in a bit

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Anonymous
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Re: Are SFDC Opportunity Info fields not available as filters?

Greg -

I have a question about being able to view the actual values in the fields used as constraints.  For example, I'd like to be able to view the field 'solution' within our Marketo instance.

Is this possible, or does it require something along the lines of a custom object?  I would use the field to help run different smart campaigns or exclusions without having to use the 'has opportunity' filter in every smart list.

Is this even a recommendation?

Thank you,


Christine

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Re: Are SFDC Opportunity Info fields not available as filters?

Hi Christine,

Not that easy to follow on new questions on an old thread. And you are not very likely to get a quick answer Better opening a new thread, if necessary referencing this one.

Now, since I am there, it depends where this is a CRM custom object or a Marketo one. With Marketo CO's you do not have to do anything. With CRM ones, you have to map the fields in the admin section.

-Greg