Hello,
Does Marketo allow you to build a Smart List by using fields from BOTH the custom object and the fields available on the Account Attributes and Lead Attributes?
I am unable to tell in Marketo if the data is pulling successfully since I currently have no email scripting built in to see the fields on the custom object. I do intend to do a final v-look up against a report from Salesforce, however, wanted to confirm the functionality first.
Example (Authorized LOB is our custom object, Relationship Classification is a lead attribute):
Thank you!
Hi Christina,
Yes you can use both filters to make a list. And you can see the actual data in the custom object fields by going to the activity log of a lead record and look for the "Added [Name of Your Custom Object]" activity type > click the number in activity id column for that and it will open a dialog which will show you the fields and custom object data for that particular person.