Level 2
Joined the community 11-01-2023
Level 2
Director, Sales Ops
New York, NY
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by
byleung
09-28-2023
Thanks, Steven. Is there a suggested way then to pull a smart list of our employees without importing a list that has them process in as leads?
1744 0 1
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Hi all, I've enabled the filter for a smart list as SFDC Type is 'User' after activating View All Users in the Salesforce permissions for the Marketo Sync profile. The option for 'User' now appears; however, when I add this filter, no people are being pulled in. Is there a permission that I am miss...
1758 1 3
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by
byleung
09-28-2023
Thanks! I turned on the "View Users" permission in that Salesforce profile and now it works. 🙂
1529 0 0
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Hi all, It looks like when someone on my team imported a list of our staff members, it imported them as leads, which synced into Salesforce as leads. However, we have all of those staff members also noted as users in Salesforce. Is there a way to use a filter for a smart list to pull in SFDC Users w...
1564 0 2
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