Is it possible to identify leads vs contacts in segmentations? | Community
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Level 2
Mar 29, 2021 7:21 PM UTC
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Is it possible to identify leads vs contacts in segmentations?

I'm building out our marketo segmentations and one useful one we wanted to created was segmenting our database into leads vs contacts and the the default would be all the records in Marketo that are not in SFDC.  Is this possible?  I can't a data field except maybe Record Type ID.  Is there a "begins with" option maybe to differentiate leads vs contacts? 

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SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Mar 29, 2021 10:57 PM UTC

Oops. Sorry I do see it there.  

But it's still not available in my criteria for segmentation's?  


OK, upon more investigation SFDC Type is one of those system fields, like SFDC ID, that's a pseudo-formula in Marketo because it has to move between Leads and Contacts.

 

As such, you can't use it in a Segmentation directly. You could, however, have another field like SFDC Type Mirror, keep that synced with SFDC Type using a Smart Campaign/Change Data Value, then segment on the mirror field.

15 replies

Tamara_Johnson
Level 2
Mar 29, 2021 9:00 PM UTC

Are you trying to ID the records that do not have a contact type labeled, are in Marketo, but not in Salesforce?

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Thank you,Tamara
Level 2
Mar 29, 2021 9:20 PM UTC

I'm trying to segment our database into lead records, contact records, Not synced to SFDC records.  

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Kerry Cowell
SanfordWhiteman
Level 10
Mar 29, 2021 9:21 PM UTC

SFDC Type is a standard field. Can you show a screenshot of your Field Management with the word "type" in the Search box?

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SanfordWhiteman
Level 10
Mar 29, 2021 8:25 PM UTC

SFDC Type should already exist as a field.

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Level 2
Mar 29, 2021 8:57 PM UTC

I only see SFDC type at the Account level?  Not lead or contact.

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Kerry Cowell