This content has been marked as final. Show 3 replies
In SFDC, does the Partner field on the Contact Record reference the ID or the company name?
Can you provide a screenshot of what your Contact layout in SFDC looks like? This sounds like a custom field.
The association I'm referring to is actually at the Account level, rather than the contact. I can pull reports of these contacts with a CRT I created in SFDC, looking at the Partners related list on the account record & the contacts associated with the account.
That partners related list references Account Names, but the filters in Marketo ask for IDs - not an issue for me to go hunt down an ID, right? Wrong! The ID's listed when I click on the green plus button are formatted differently than the IDs I can pull out of Salesforce (ie they're all 00IDXXXXXXXXX etc. whereas SFDC ids are 001XXXXXXXX - or something like that).
I'm just confused at this point.
That is confusing, and it is a little tough to follow. When trying to reference the IDs, did you try to filter using "contains" to give yourself an idea if that is the right approach?
I find working with IDs in Mkto in general is kind of tough, which is the opposite of what you would expect, but for the reasons you are encountering I find it easier to deal with names.
Another approach would be to find one record in Mkto manually that you are trying to pull in using filters and search the record for any clues on how to include it. Since this is all custom fields, it is difficult to visualize without actually seeing your instance.
Sorry if I am not much help!