Can formula fields be used in RCE?

Forum|Forum|11 years ago
March 25, 2014
3 replies
1610 views

We need the Lead ID to be available within our RCE reports. I created a new Formula Field (with the value of {{lead.id}}. But this field is not listed in the list of fields that can be synced/added to RCE (as a new dimension). Is it not possible to use formula fields in RCE? If not, does anyone have any other suggestions to obtain this value in RCE?

Marketo

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A

Anonymous

Hey Dan,

Did you ever find a resolution here?

Dan_Stevens_Author

Level 10

Hi Jeff - unfortunately, no.

A

Anonymous

I have a solution for you. This uses Salesforce fields, but the same fields contain the Dynamics GUIDs as well, so it will work for both.

Create a custom field to hold the ID, e.g. SalesforceID
Create a data management campaign. You can do both batch and trigger or just one.
- Batch Smart List: SFDC Type is not empty (or Microsoft Type is not Empty)
- Trigger Smart List: Lead is Created + Data Value Changes (with Constraint SFDC ID is not empty) and filter SFDC Type is not empty
- Flow:
  - If SFDC Type (Person) is Contact, Change Data Value SalesforceID to {{lead.sfdc contact id}}
  - Otherwise, Change Data Value SalesforceID to {{lead.sfdc lead id}}
Add the new custom field as a dimension for RCA in the Admin section.

Abaran

Level 5

Hi

i just ran into the same issue today. Created an nice formula field and it was not available to the customer fields in RCE.Now i am building a samr campaign to be able to map an SFDC record Type ID 18 digits number to a text value we can use in RCE.

Does anyone know if Marketo is working on something like that?

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