SOLVED

Is it possible we can filter out all the contacts under the account with Opp in SF in Marketo list?

Go to solution
Bunny_Zhuang
Level 1

Is it possible we can filter out all the contacts under the account with Opp in SF in Marketo list?


We need to create a smart list that shows all the people whose accounts don't have an opp associated.  We use "Has Oppotunity" filter.  Somehow that only brings in people who are are the opportunity role on the opp. So if there are multiple contacts on an account they might not get recognized.

 

Do we have any idea around it?

Tags (1)
1 ACCEPTED SOLUTION

Accepted Solutions
Salytics
Level 3

Re: Is it possible we can filter out all the contacts under the account with Opp in SF in Marketo list?

A Salesforce-based solution to this would be to add a formula field on the contact object that is set to true when the contact's account has an opportunity associated with it. The biggest downside with this approach is that Salesforce formula fields do not automatically sync changes to Marketo, so contacts with a fairly recent new opportunity may not be picked up by the list. You can get around this by using a process builder flow to update a non-formula field on the contact instead, which will trigger the field sync to Marketo.

View solution in original post

1 REPLY 1
Salytics
Level 3

Re: Is it possible we can filter out all the contacts under the account with Opp in SF in Marketo list?

A Salesforce-based solution to this would be to add a formula field on the contact object that is set to true when the contact's account has an opportunity associated with it. The biggest downside with this approach is that Salesforce formula fields do not automatically sync changes to Marketo, so contacts with a fairly recent new opportunity may not be picked up by the list. You can get around this by using a process builder flow to update a non-formula field on the contact instead, which will trigger the field sync to Marketo.

View solution in original post