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Anonymous
July 18, 2016
Question

Building Smart Lists with Custom Objects

  • July 18, 2016
  • 1 reply
  • 2575 views

Hello,

Does Marketo allow you to build a Smart List by using fields from BOTH the custom object and the fields available on the Account Attributes and Lead Attributes?

I am unable to tell in Marketo if the data is pulling successfully since I currently have no email scripting built in to see the fields on the custom object. I do intend to do a final v-look up against a report from Salesforce, however, wanted to confirm the functionality first.

Example (Authorized LOB is our custom object, Relationship Classification is a lead attribute):

Thank you!

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1 reply

Tim_Langlois1
Tim_Langlois1
Level 4
July 19, 2016

Hi Christina,

Yes you can use both filters to make a list. And you can see the actual data in the custom object fields by going to the activity log of a lead record and look for the "Added [Name of Your Custom Object]" activity type > click the number in activity id column for that and it will open a dialog which will show you the fields and custom object data for that particular person.

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