Does the Program Success Analysis report in RCE include leads and contacts when creating a report? As there is nothing to specify selecting leads and/or contacts in the fields, I was wondering if (because it's a Marketo report) everything is lumped under leads and I am getting all the data I need, or is there a way to separate out the two types of records in this (or another report)?
I have this particular report set up in the following way:
Main Report Criteria
Additional Reporting Filters:
Yes it includes both. Leads and contacts from the crm syn to leads in Marketo
You may need to set a field to indicate wether it is a lead or a contact in the CRM
Enable the 'SFDC Type' field (I'm assuming that's what it's called for SFDC users) under "Custom Field Sync" in Admin - which will tell you if the lead in Marketo is a LEAD or CONTACT.
Both leads and contacts are simply considered leads in Marketo and, by extension, RCE. So yes, your report should include Marketo leads that are leads and contacts in your CRM