Differentiating my Leads and Contacts

Forum|Forum|9 years ago
June 6, 2016
1 reply
2875 views

I am having trouble with the naming conventions when it comes to filtering my Smart Lists. For instance, in one of my Smart Lists, I want to exclude contacts with a specific owner, Roger. So I found out that Marketo looks at Leads and Contacts the same.

If I want to exclude contacts that are owned by Roger, but not leads owned by Roger, is there a way to do this? If I use Lead owner not contains Roger, then I'm excluding both leads and contacts owned by Roger, and I do not want that as I stated before. Is there a way around this?

Marketo

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Best answer by pavel_plachky

Hello Jenny,

Marketo has a field SFDC Type, which tells you if a record in Salesforce.com is a lead or a contact. In your case you could use a condition like this:

Advanced filter (1 or 2)

1. Lead owner not contains Roger

2. SFDC Type is Lead

Best,

Pavel

pavel_plachkyAccepted solution

New Participant

Hello Jenny,

Marketo has a field SFDC Type, which tells you if a record in Salesforce.com is a lead or a contact. In your case you could use a condition like this:

Advanced filter (1 or 2)

1. Lead owner not contains Roger

2. SFDC Type is Lead

Best,

Pavel

A

Anonymous

Is there any documentation anywhere clarifying these naming conventions for newbies like me who are getting confused and messing up their campaigns because of them?

pavel_plachky

New Participant

Hello Jenny,

the SFDC Type (together with other Salesforce mappings) is documented here: Default Salesforce Field Mapping - Marketo Docs - Product Docs.

I hope it helps.

Pavel

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