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Re: Filter on SFDC ID

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Delinda_Tinkey1
Level 5

Filter on SFDC ID

SFDC ID is a column choice on a lead report, but I can't access it in a filter. Are there any workarounds for this? I realize I could make the lead/contact ID a SFDC formula field on the lead/contact, but that wouldn't trigger an update in Marketo.

I'd like to filter based on Account ID as well.
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Kenny_Elkington
Marketo Employee

Re: Filter on SFDC ID

Hey Delinda,

SFDC ID is not accessible through smart list filters currently, you may wish to create an Idea for that request.  Currently the best method to do what you would like to is to create and SFDC custom field and set up a workflow to pass the SFDC ID into this custom field so it can synch to Marketo and be used to filter on.

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3 REPLIES 3
Anonymous
Not applicable

Re: Filter on SFDC ID

I think you are looking for "SFDC Type"
Kenny_Elkington
Marketo Employee

Re: Filter on SFDC ID

Hey Delinda,

SFDC ID is not accessible through smart list filters currently, you may wish to create an Idea for that request.  Currently the best method to do what you would like to is to create and SFDC custom field and set up a workflow to pass the SFDC ID into this custom field so it can synch to Marketo and be used to filter on.
Delinda_Tinkey1
Level 5

Re: Filter on SFDC ID

Kenny, that's what I thought! Thanks for confirming.