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Anonymous
May 18, 2015
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Creating Smartlists with SFDC Product Object Filters

  • May 18, 2015
  • 1 reply
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Hello,

I'm trying to create a Smartlist using filters from fields on the product object from Salesforce.  I've reached out to the support team, and understand that the product object cannot be pulled into Marketo as it does not have a direct relationship to the lead, contact, or account objects.

As segmenting customers by the type of product they have is a critical targeting method, there must be some way to pull this data into Marketo.  If you're able to segment by product, can you please describe how you're doing so?  Any best practices, workarounds, etc. are extremely appreciated.


Thanks in advance.

Mike

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Best answer by Justin_Norris1

Hey Mike, I would consider mapping product purchases to fields on the Account object which would give you visibility on the Marketo side.

You would create custom Account fields, checkboxes for example, that could be as simple as, "Has Product A", "Has Product B", "Has Product C". 

When a customer has a closed/won opportunity with products, you have some automation that will change those relevant product checkboxes on that customer's account to be true. The exact method would take some experimentation -- I know a Workflow Rule wouldn't do it, but you can do some much fancier cross-object updates with Process Builder, so that could be your answer. Worst case scenario, you could do it in Apex.

You may need additional logic if there are contracts with periods and you wan't the checkboxes to revert to "false" once the contract expires, etc.

Then in Marketo you just filter on those checkboxes...you will select all contacts belonging to the account using this method, since the contacts inherit the account values.

Let me know if this works or if you solve it another way -- I'm curious to hear how you do it.

1 reply

Justin_Norris1
Justin_Norris1Accepted solution
Level 10
May 19, 2015

Hey Mike, I would consider mapping product purchases to fields on the Account object which would give you visibility on the Marketo side.

You would create custom Account fields, checkboxes for example, that could be as simple as, "Has Product A", "Has Product B", "Has Product C". 

When a customer has a closed/won opportunity with products, you have some automation that will change those relevant product checkboxes on that customer's account to be true. The exact method would take some experimentation -- I know a Workflow Rule wouldn't do it, but you can do some much fancier cross-object updates with Process Builder, so that could be your answer. Worst case scenario, you could do it in Apex.

You may need additional logic if there are contracts with periods and you wan't the checkboxes to revert to "false" once the contract expires, etc.

Then in Marketo you just filter on those checkboxes...you will select all contacts belonging to the account using this method, since the contacts inherit the account values.

Let me know if this works or if you solve it another way -- I'm curious to hear how you do it.

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