Calculate Age to trigger sync

[Anonymous]

Hi,

Was hoping someone could help with the my scenario.  I have a smart list that contains leads with birthdates. The consultant that set up our integration created a filter within it to say that all leads that have a birthdate in the past 23605 days should reside in that list.  Basically, once a lead reaches 64 and 9 months, they get removed from that list want to and integrated into Salesforce.

The problem is that this logic is a bit backwards. The Salesforce sync was set up to say if leads are NOT in that list to sync with salesforce.  This worked for the initial campaign, however, as we add additional campaigns, we are finding that all of the leads from those campaigns end up syncing with Salesforce, unless we update the filters in the initial sync.  At this point, there are so many filters in the sync that the sync is no longer working.  

A better approach would be to create the smart list to only pull in leads that are 64 and 9 months and then update the sync to say if the leads ARE IN that smart list to sync with salesforce. That way we don't need to include a new exclusion filter for every campaign. The issue I've run across is that there is no available filter logic to do this.  IE. Birthdate NOT in past 23605 days.  Is there a custom formula I can create?  Any suggestions?

Thanks!

[Anonymous]

Is the birthdate  a lead attribute? if yes then is it a 'Date' Field type or 'Number' field type or 

[Anonymous · Accepted solution]

Cindy,

You could create a custom formula field in Marketo that would return 0 if the lead is less than 64yr 9mo old, and 1 if not. See example below.

In your sync campaign, you'd only call people who have a value of 1 in this field.

[Anonymous]

Charlie,

Great suggestion!  Will be implementing today.  Thanks

[Anonymous]

Charlie,

I've set this up, but when I go to add the custom field to my sync, it doesn't show up as an option.  Is there something special I need to do?  The custom field name is 'Calculate Age'.  I want to update the sync to say "Calculate Age" = 1

[Anonymous]

You will likely want to add a trigger in the smartlist section for your sync campaign that looks for the formula field you just created like the following:



So if the data value changes for "Calculate Age" and the new value is 1, pull into the campaign and sync to Salesforce.

[Anonymous]

Charlie,

Were you able to get this to work?  I created the field like you, but am not seeing it as an option to use in Smart Lists.

Thanks,
 

[Anonymous]

Adam,

I was able to get this to work.  I created a Smart List Trigger using the "Data Value Changes" option and the field showed up under Attributes.  See below:

 

[Adam_Benitez1]

Thank you Cindy. 

It seems that formula fields just take a little longer to appear.  It appeared right after I messaged you.

[Anonymous]

Cindy,

Did you have a problem with the Data Value Change trigger working b/c the Activity Log didn't show changes for Formula fields? 
This trigger is not working for me for that reason.

Thanks,
Adam