Is it possible to identify leads vs contacts in segmentations?

[Kerry-Cowell]

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? 

[Tamara_Johnson]

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

[Kerry-Cowell]

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

[SanfordWhiteman]

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]

[Tamara_Johnson]

Check in Admin ^^ and go to Field Management

[SanfordWhiteman]

In Field Management, not Segmentations.

[Kerry-Cowell]

Oops. Sorry I do see it there.  

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

[SanfordWhiteman · Accepted solution]

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.

[Kerry-Cowell]

So I would create a new Marketo only field called SFDC Type Mirror, thats a string field and then I would create a smart campaign where the smart list would have the criteria of "SFDC Type is Not empty" and my Flow Step would be Change Data Value to the new Marketo only field, with a value of customer or lead?  This new field would then be available in my segmentations?   Would I schedule this to run like once a day? 

Thanks for help!

[SanfordWhiteman]

The Change Data Value step would use the New Value

{{lead.SFDC Type}}

That's what I'm getting at by saying "mirror" — it always holds the same value as the original field.

Your filters should qualify

• people created today

and

• people whose SFDC Type value changed today

[Kerry-Cowell]

Sorry for all the clarification

Like this?

[SanfordWhiteman]

Yes, although I'd suggest you want the 2 SFDC Types to be different segments as that might be useful later.

Michael has another good idea, although make sure to check SFDC Contact ID first as that has priority.

[Michael_Florin]

Or: How about you use SFDC Contact ID is not empty and SFDC Lead ID is not empty as criteria? These fields are available for segments.

[SanfordWhiteman]

SFDC Type should already exist as a field.

[Kerry-Cowell]

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