I have a quick question.
is it possible to map sfdc related field to marketo so I can export them on marketo. Like entitlements or service contract?
Hi Jas Jones If the field is created in SFDC & visible to the Marketo User it will automatically be in Marketo to pull off of.
Hi @Grégoire_Miche2 ,
Can you elaborate on this? I think it may be related to something we are trying to solve.
I am currently struggling with the following problem:
Our business operates with two types of customers (Hosts and Guests) and our business model is about matching them for a cultural exchange.
We want to send a communication to Hosts in a specific opportunity stage (we call it Finalled), but we want to segment this communication depending on an attribute from their Guest: their type (which can be say "A" or "B")
In Salesforce this could easily be solved with a query, but in Marketo I haven't found a way to Create a smart list like this:
Finalled Hosts whose Guest is of type A.
This would mean querying a related object in Salesforce and I haven't figured out how to do this in Marketo.
I was exploring the possibility to use SOQL in Velocity (but haven't found an answer yet). If this were possible, maybe I could just create one email with a script token that outputs different text depending on the guest type.
As I understood the question asked, you wouldn't be able to add the custom object fields as columns in a smart list for exporting