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Re: Is it possible to identify leads vs contacts in segmentations?

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Kerry-Cowell
Level 2

Is it possible to identify leads vs contacts in segmentations?

I'm building out our marketo segmentations and one useful one we wanted to created was segmenting our database into leads vs contacts and the the default would be all the records in Marketo that are not in SFDC.  Is this possible?  I can't a data field except maybe Record Type ID.  Is there a "begins with" option maybe to differentiate leads vs contacts? 

Kerry Cowell
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SanfordWhiteman
Level 10 - Community Moderator

Re: Is it possible to identify leads vs contacts in segmentations?

OK, upon more investigation SFDC Type is one of those system fields, like SFDC ID, that's a pseudo-formula in Marketo because it has to move between Leads and Contacts.

 

As such, you can't use it in a Segmentation directly. You could, however, have another field like SFDC Type Mirror, keep that synced with SFDC Type using a Smart Campaign/Change Data Value, then segment on the mirror field.

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15 REPLIES 15
SanfordWhiteman
Level 10 - Community Moderator

Re: Is it possible to identify leads vs contacts in segmentations?

SFDC Type should already exist as a field.

Kerry-Cowell
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

I only see SFDC type at the Account level?  Not lead or contact.

Kerry Cowell
Tamara_Johnson
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

Are you trying to ID the records that do not have a contact type labeled, are in Marketo, but not in Salesforce?

Thank you, TJ
Kerry-Cowell
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

I'm trying to segment our database into lead records, contact records, Not synced to SFDC records.  

Kerry Cowell
SanfordWhiteman
Level 10 - Community Moderator

Re: Is it possible to identify leads vs contacts in segmentations?

SFDC Type is a standard field. Can you show a screenshot of your Field Management with the word "type" in the Search box?

Kerry-Cowell
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

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Kerry Cowell
SanfordWhiteman
Level 10 - Community Moderator

Re: Is it possible to identify leads vs contacts in segmentations?

In Field Management, not Segmentations.

Kerry-Cowell
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

Oops. Sorry I do see it there.  

E3B5AB3C-0C43-4009-9482-56338D169408.jpeg

But it's still not available in my criteria for segmentation's?  

Kerry Cowell
SanfordWhiteman
Level 10 - Community Moderator

Re: Is it possible to identify leads vs contacts in segmentations?

OK, upon more investigation SFDC Type is one of those system fields, like SFDC ID, that's a pseudo-formula in Marketo because it has to move between Leads and Contacts.

 

As such, you can't use it in a Segmentation directly. You could, however, have another field like SFDC Type Mirror, keep that synced with SFDC Type using a Smart Campaign/Change Data Value, then segment on the mirror field.

View solution in original post