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A
Anonymous
April 29, 2015
Question

Contacts Import

  • April 29, 2015
  • 1 reply
  • 869 views
So, if I try to pull in contacts as a "Leads" list ... it doesn't appear to like this.
Just starting out using Marketo.

Now, it makes sense that Contacts are not Leads, so ...

What is the best way to import Contacts from SFDC as a list?
I just tried this as a smart list and I'm good, so just want to understand best practices.
Thx.
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1 reply

A
Anonymous
April 30, 2015
Hi,

One important thing to keep in mind when working within Marketo is that all records are referred to as "Leads", regardless of whether they are a Lead or Contact in SFDC.  Each Lead in Marketo does have a "SFDC Type" attribute on it that will denote whether it is a Lead/Contact in SFDC though.

In regards to your question, I would need some additional background of your two systems.  Is your Marketo and SFDC currently synced and passing data back and forth? If so, then you should be able to see leads and contacts (assuming the profile that is set up for the Marketo sync user has adequate permissions to see these records).

If you are wanting to target contacts specifically, there is a filter called "SFDC Type" under the Lead Attributes section of the filter sidebar within your Smart List.  You can use that filter, and specify:



That will pull all contacts that the Marketo sync user has the ability to see within Salesforce.
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