Re: Reference a Smartlist in a Report in SFDC?

Anonymous
Not applicable

Reference a Smartlist in a Report in SFDC?

Is it possible to reference a smartlist in a report in SFDC>
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Kim_Allen
Level 10

Re: Reference a Smartlist in a Report in SFDC?

You can't reference smartlists in SFDC. However, if you're using SFDC campaigns in your sync you can filter on those. Or you can always create a field that maps over (even if invisible in SFDC) and pull off that. Depends on what you're trying to do!
Anonymous
Not applicable

Re: Reference a Smartlist in a Report in SFDC?

I want to be able to make a report in SFDC of a smartlist that I created for specific people who have opened 5 or more emails in a span of 30 days. 

Instead of having the report mailed to the team - I want the report to be built and visible for the entire company to see if they'd wish. 

There's no workaround to getting this to work?
Anonymous
Not applicable

Re: Reference a Smartlist in a Report in SFDC?

Could you make a flow that adds the individuals from your Smartlist into a SF campaign.  This way you can use the Marketo populated SF campaign to run your SF report.

Might need to make a similar flow that does the reverse if you want to remove people from the campaign.