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Jenn_Pellerin
New Participant
March 22, 2018
Solved

Inactive SFDC users to show as a filter

  • March 22, 2018
  • 1 reply
  • 2124 views

Hello!

I'm probably overthinking how to do this. I would like to have "owner is inactive" as a filter in Marketo. That way I can see leads owned by them and reassign them based on that.

I looked at the admin section inside SFDC on our Marketo user profile and cannot find the field that would tell Marketo this. Any ideas or help in the right direction?

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Best answer by Grégoire_Miche2

Hi Jenn,

This is not possible out of the box, but can be simulated with some work on the SFDC side. You will need to create some SFDC fields on leads, contacts and accounts, and some triggers on the user so that, when the user is flag as "inactive", the fields in question are updated.

You probably want to create an Idea, and I'll add it to this list

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
March 22, 2018

Hi Jenn,

This is not possible out of the box, but can be simulated with some work on the SFDC side. You will need to create some SFDC fields on leads, contacts and accounts, and some triggers on the user so that, when the user is flag as "inactive", the fields in question are updated.

You probably want to create an Idea, and I'll add it to this list

-Greg

Jenn_Pellerin
New Participant
March 22, 2018

Thank you so much!!