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Syncing custom opportunity fields in Marketo

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Anonymous
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Syncing custom opportunity fields in Marketo

I'm working on measuring Customer Lifecycle leads and am having trouble viewing the appropriate salesforce fields in Marketo. Most of the fields I need to see sit on the opportunity. Marketo syncs any custom field that the sync user has permission to see - and since our sync user is an admin with visibility to all fields in theory I should be able to see all the fields I need...

In pardot we created a custom field and mapped it to the salesforce field, from there it would sync and we could filter a list in pardot by that field. Is this the same for Marketo? I don't see that it is - when I attempt to create a smart list I don't see the ability to filter by custom opportunity fields. Any suggestions?

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Anonymous
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Re: Syncing custom opportunity fields in Marketo

Hi Sarah,

You want to use the "Has Opportunity" filter, and the custom field should be available as a *constraint* on that filter. It's similar to filtering by custom objects. There won't be a separate filter for every opportunity field - it's all wrapped into the constraints of the Has Opportunity filter.


Grant

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Anonymous
Not applicable

Re: Syncing custom opportunity fields in Marketo

Hi Sarah,

You want to use the "Has Opportunity" filter, and the custom field should be available as a *constraint* on that filter. It's similar to filtering by custom objects. There won't be a separate filter for every opportunity field - it's all wrapped into the constraints of the Has Opportunity filter.


Grant

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Anonymous
Not applicable

Re: Syncing custom opportunity fields in Marketo

Thanks Grant!!!