Smart List - Does lead already exist as a Lead/Contact in Salesforce.

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Smart List - Does lead already exist as a Lead/Contact in Salesforce.

Hello,

I'm a new Marketo user that was brought on to manage my company's instance of Marketo and Salesforce. I'm trying to determine via a Smart List if a lead in Marketo already existed in Salesforce as a lead/contact. The sync between Marketo and Salesforce is already configured.

Thanks!

5 REPLIES 5
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Level 6 - Champion Alumni

Re: Smart List - Does lead already exist as a Lead/Contact in Salesforce.

Are you looking to pull a list of all records synced to SFDC, or determine if a specific record is synced?

In a smart list, there are a few ways to do this, but you can use the filter SFDC Type is not empty to pull a list of everyone who's been synced. Might be worth adding SFDC Is Deleted = FALSE as an additional filter in case any of them were removed.

Screen Shot 2019-03-25 at 9.47.32 AM.png

To verify for a specific record, go to the Info tab on a person record and look for these two fields. Screen Shot 2019-03-25 at 9.48.52 AM.png

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Re: Smart List - Does lead already exist as a Lead/Contact in Salesforce.

Rachel,

Thanks for your insight. I'm think I didn't articulate my question very well. Currently all leads are synced with SFDC. However I'm trying to determine how many of our leads in Marketo already had a record in Salesforce prior to being synced. I'm not sure if that helps clarify my questions at all.

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Level 6 - Champion Alumni

Re: Smart List - Does lead already exist as a Lead/Contact in Salesforce.

Try looking for Original Source Type = salesforce.com. That shows all the

records that were created in SFDC and then synced to Marketo. Hopefully

that is closer to what you were looking for!

On Mon, Mar 25, 2019 at 11:12 AM Tyler Mosher <marketingnation@marketo.com>

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Re: Smart List - Does lead already exist as a Lead/Contact in Salesforce.

Thanks for your help!

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Level 10 - Community Moderator

Re: Smart List - Does lead already exist as a Lead/Contact in Salesforce.

Remember to mark Rachel's answer as correct.