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Re: How can I segment my lists based on the record Owner's Role or Profile?

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Anonymous
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How can I segment my lists based on the record Owner's Role or Profile?

Like manay organizations, we have a Direct and a reseller Channel (Agents, Private Label partners, Wholesale partners). The Channel Agents use a Partner portal that is based on SFDC. These Agents often input Leads into the system so that we can help our partners market to them. When we were using Genius.com, segmenting them was a simple matter of saying whether the "Owner's Role" contains or does not contain "Partner". I could, if I needed to, use the Owner's Profile as well. Both of these fields were set up specifically for this purpose in reports and campaign lists.

How do you go about performing this segmentation in Marketo? 
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Anonymous
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Re: How can I segment my lists based on the record Owner's Role or Profile?

You may need to setup a new field which accomplishes the same task.

But try exposing Owner Rule to the Marketo User in SFDC to see if it pops up in Marketo.

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Anonymous
Not applicable

Re: How can I segment my lists based on the record Owner's Role or Profile?

You may need to setup a new field which accomplishes the same task.

But try exposing Owner Rule to the Marketo User in SFDC to see if it pops up in Marketo.

View solution in original post

Anonymous
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Re: How can I segment my lists based on the record Owner's Role or Profile?

The Marketo User has full rights on all fields, it just doesn't seem to recognize the Owner Role or Profile. Mind boggling considering FAR lesser tools expose this field.