As an example, if John is in my Marketo database and reaches a Person Score of 100, he will then become an "Opportunity" and be transferred over to Salesforce to be contacted.
How can I tell the number of people (like John) that have been sent into Salesforce YTD?
I currently don't have access to Salesforce. Is there a way to see this number in Marketo?
There are a few ways you could do this:
- Pull a smart list of everyone that has that score for sync
- Go to the results tab of the smart campaign that syncs members over (usually in your marketing operations folder)
- Use a smart list with SFDC filter to include any date and/or other SFDC filter.
- If you are just looking for opportunities you could use a smart list of "added to opportunity" = Is any
What exact criteria are you looking for?
Cheers,
Erik