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Jason_Scott
Jason_Scott
Level 4
Dec 9, 2013 5:48 PM UTC
New

Filter by SFDC ID

Please add the ability to filter based on SFDC ID.

    9 replies

    andrewfarm
    andrewfarm
    Level 2
    Nov 7, 2024 5:21 PM UTC

    Is this still not available? This seems like it should be an out-of-the-box feature. 

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    kh-lschutte
    New Participant
    Feb 7, 2020 5:51 AM UTC
    No text available
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    Rush
    Rush
    Level 2
    Apr 24, 2019 3:12 PM UTC

    Use Case:

    Records missing email address - remove from the Marketo database but keep in the Salesforce database.

    Without the email address field as a unique identifier between the two systems, we have no unique identifier that can be used via filter or list import. This is especially difficult for large databases.

    The idea has been voted for by 800 people over the course of 6 years. Is there an update that can be shared to this thread? 

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    SanfordWhiteman
    SanfordWhiteman
    Level 10
    Apr 24, 2019 4:55 PM UTC

    FYI:

    - You can merge on SFDC ID using an API-based import (and you can also merge on Marketo ID that way).

    - You can create a list of SFDC IDs in a text file, then use a webhook to add all those IDs to a Static List which can then be used w/Member of List

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    Chris_Jacko
    Chris_Jacko
    Level 2
    Sep 24, 2018 6:56 AM UTC

    Just as others have mentioned, being able to use the SFDC ID value enables us to specify a specific instance of a person (where email etc may be the same, based some 'legitimate duplicate' rules we have). It's been 5 years since this thread has had any attention, but it would be great to see this simple addition taken care of.

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      Anonymous
      Dec 17, 2013 9:43 PM UTC
      Checking in Jason, did you give it a crack?  Hopefully, you're solved.
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      Anonymous
      Dec 11, 2013 6:05 AM UTC

      Hi Jason,

      Most common way I see customers do this is via SFDC Record Type or custom field that indicates the B2B/B2C category. Have a look at Record Type ID and see if that works for you.  It will give you the cryptic SFDC ID, but it should do the trick. 

      Best, 
      Graham

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      Jason_Scott
      Jason_ScottAuthor
      Level 4
      Dec 10, 2013 2:29 PM UTC
      Hi Veronica,

      We have contacts within SFDC more than one time, B2B and B2C.  They are in SFDC twice due to our event ticket inventory management software.  I need a way to 'define' which one (B2B or B2C) should recieve a campagin.  As far as I aware, the only unique identifyer between the two is their SFDC ID.

      Thanks,
      Jason
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        Veronica_Holme4
        Veronica_Holme4
        Level 9
        Dec 10, 2013 5:01 AM UTC
        Hi Jason,

        Can you give more details on your specific use case? Any smart list filter that allows you to specify a field attribute (such as "Data Value Changed") will allow you to pick any existing data field to filter by, and SFDC ID is one of those able to be selected.

        What precisely were you trying to do?

        Cheers

        Veronica
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