What field is best to use to filter out Marketo-Only leads and not SFDC-synced ones? | Community
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Danielle_Wong
Danielle_Wong
Community Manager
December 6, 2017
Solved

What field is best to use to filter out Marketo-Only leads and not SFDC-synced ones?

  • December 6, 2017
  • 2 replies
  • 4319 views

When I run my campaigns, I only want SFDC synced leads to be added to a SFDC Campaign if they open, click, fill out form. If they are Marketo-only leads, I only want them synced to the campaign if they fill out a form.

I tried using the SFDC Type (person) is NOT EMPTY as criteria to achieve this, but it seems that there are Marketo-only leads that have been synced to SFDC in the past, but deleted from SFDC afterwards, and their SFDC type still stays as "lead" in Marketo. So they are not being properly excluded.

I'm wondering if there is another field I can base the criteria on that would work even if the lead was previously synced to SFDC and then removed to become a Marketo-only lead.

Thanks in advance.

Danielle

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Best answer by Kevin_McMahon1

You could use advanced filters and try:

SFDC Type is empty OR (SFDC Type = Lead AND Lead was Deleted from SFDC)

Based off of you comments I would think this would bring in people who have never synced to SFDC or have synced to SFDC but have since been deleted.

Let me know if this works

2 replies

A
Anonymous
December 7, 2017

So, you're looking for Leads that are Marketo-only, regardless if they were ever in SFDC or not?

If so, I think two filters would be needed:

SFDC Type = Empty (so you get all your Marketo-only names, who were never in SFDC)

OR

SFDC is Deleted = true (Marketo-only names that have a SFDC type, but have since been deleted)

That should show you everyone who is Marketo-only...in my mind at least!

Jeff

    Danielle_Wong
    Danielle_WongAuthor
    Community Manager
    December 7, 2017

    Hi Jeff,

    Thank you for sharing that. That makes sense to me

    Gerard_Donnell4
    Gerard_Donnell4
    New Participant
    December 6, 2017

    You could check if the field "SFDC Type" is empty.
    It has three possible values: lead, contact, or it's empty. If it's empty, it means that this Marketo lead does not exist in SFDC.

      Danielle_Wong
      Danielle_WongAuthor
      Community Manager
      December 6, 2017

      I had the same thought, Gerard!

      So apparently, when a Marketo lead gets synced to SFDC, but then we later determine it should just be a Marketo-only lead and remove it from SFDC, the SFDC type in Marketo is still SFDC Type = Lead.  And so in these instances, we wouldn't want to include these people. Using the SFDC Type is empty would not include this lead.

      So that's why I'm trying to find an alternative to this.

      Does that make sense? Let me know.. I can try to rephrase. Thank you!

      Gerard_Donnell4
      Gerard_Donnell4
      New Participant
      December 6, 2017

      Hi @Danielle Chan,

      So when you remove them from Salesforce who owns the lead? Can you target the leads by the owner name or lack there off? Also, I would look at running a batch to null those leads SFDC Type if possible.

      Thanks,

      Gerard

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