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Pulling Custom Fields within Custom Objects into a Smartlist

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Devin_McDonnell
Level 2

Pulling Custom Fields within Custom Objects into a Smartlist

I'm currently linking our webinar platform with Marketo so that all webinar data is sent into our Marketo platform. Everything is passed along correctly as you can view the data on a record by record (person by person) basis. While this is all well and good, it doesn't really do much for me as I need an aggregate, high-level view of this data.

Ideally, I'm looking to create a smart list that pulls all registrations from the webinar, and within the Smartlist view, create columns for all of the custom fields within the custom object so that I can view this data at a high-level and export it for reporting. While I can create Smartlists based on filters using the custom fields from the custom object, I'm not seeing a way to add it to the view within the Smartlist. Am I missing something here?

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SanfordWhiteman
Level 10 - Community Moderator

Re: Pulling Custom Fields within Custom Objects into a Smartlist

Can't be done in the UI.

The general assumption w/COs is they have another source of truth (wherever they're imported from, since they can't be hand-managed in the UI) and that other place is where you'd pull reports.

You can pull COs back down via API but it's really cumbersome.

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10 REPLIES 10
SanfordWhiteman
Level 10 - Community Moderator

Re: Pulling Custom Fields within Custom Objects into a Smartlist

Can't be done in the UI.

The general assumption w/COs is they have another source of truth (wherever they're imported from, since they can't be hand-managed in the UI) and that other place is where you'd pull reports.

You can pull COs back down via API but it's really cumbersome.

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Devin_McDonnell
Level 2

Re: Pulling Custom Fields within Custom Objects into a Smartlist

Thanks this helps. Do you think it's possible to get creative and create a Smart Campaign to copy data from these COs into stand-alone custom fields?

SanfordWhiteman
Level 10 - Community Moderator

Re: Pulling Custom Fields within Custom Objects into a Smartlist

A Smart Campaign merely using Change Data Value? No, because the CO fields aren't accessible.

It's possible — though not for the faint of heart and undocumented — to get CO properties into a webhook and from there onto the lead. I've sketched out the technique on my blog (that post isn't cross-posted to the Marketo blog, but is only on the source, which you can find in my profile.)

In fact I'm working on 2 such projects right now. Seems to be more interest in getting at CO info, probably because more people are using COs and realizing the gaps in functionality.

Austin_Whiting1
Level 1

Re: Pulling Custom Fields within Custom Objects into a Smartlist

Hey Sanford, 

Thanks for the info on this subject. I'd love to look at that post, but am having some trouble finding it in your profile. What is the title of that blog post? Or, would you mind linking to it?

Thanks,

Austin

SanfordWhiteman
Level 10 - Community Moderator

Re: Pulling Custom Fields within Custom Objects into a Smartlist

Sorry for the delay. The post is still there, but the technique is obsolete after changes Marketo made in June 2019.

We now use an extension of the technique, using Send Alert to send specially crafted alerts (containing a JSON payload) to AWS SES, then relaying the JSON to a Lambda that loops back to the Marketo API. Works wonderfully -- in fact it's amazingly scalable, to the point that we have to tune down how often it can hit Marketo to not exceed Mkto's rate limits. Not exactly an overnight thing though.

Austin_Whiting1
Level 1

Re: Pulling Custom Fields within Custom Objects into a Smartlist

Okay, thanks a lot for the response and the info on the updated process. Can you share the name of that blog article in your profile? Just so I can start to wrap my head around it? 

Thanks,

Austin

SanfordWhiteman
Level 10 - Community Moderator

Re: Pulling Custom Fields within Custom Objects into a Smartlist

I suppose it's harmless now: Presented with minimal comment 

Zackary_Stephen
Level 1

Re: Pulling Custom Fields within Custom Objects into a Smartlist

We have this same need, it would be ideal if this functionality could be added into the product.

Devin_McDonnell
Level 2

Re: Pulling Custom Fields within Custom Objects into a Smartlist

Agreed, I wonder if it's something they can roll out in Marketo Sky eventually.