Can formula fields be used in RCE?

[Dan_Stevens_]

We need the Lead ID to be available within our RCE reports.  I created a new Formula Field (with the value of {{lead.id}}.  But this field is not listed in the list of fields that can be synced/added to RCE (as a new dimension).  Is it not possible to use formula fields in RCE?  If not, does anyone have any other suggestions to obtain this value in RCE?

[Anonymous]

Hey Dan,

Did you ever find a resolution here?

[Dan_Stevens_]

Hi Jeff - unfortunately, no.

[Anonymous]

I have a solution for you. This uses Salesforce fields, but the same fields contain the Dynamics GUIDs as well, so it will work for both.

• Create a custom field to hold the ID, e.g. SalesforceID
• Create a data management campaign. You can do both batch and trigger or just one.
  • Batch Smart List: SFDC Type is not empty (or Microsoft Type is not Empty)
  • Trigger Smart List: Lead is Created + Data Value Changes (with Constraint SFDC ID is not empty) and filter SFDC Type is not empty
  • Flow:
    • If SFDC Type (Person) is Contact, Change Data Value SalesforceID to {{lead.sfdc contact id}}
    • Otherwise, Change Data Value SalesforceID to {{lead.sfdc lead id}}
• Add the new custom field as a dimension for RCA in the Admin section.

 

[Abaran]

Hi

i just ran into the same issue today. Created an nice formula field and it was not available to the customer fields in RCE.Now i am building a samr campaign to be able to map an SFDC record Type ID 18 digits number to a text value we can use in RCE.

Does anyone know if Marketo is working on something like that?