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gkrajeski
gkrajeski
Level 10
March 13, 2019
New

"In future before" filter option

  • March 13, 2019
  • 2 replies
  • 2309 views

When targeting people, it would be optimal if you need a range 3 months out to 6 months out to include an "in future before" option.

This would allow, in my example, a targeted 2nd trimester of pregnancy list to easily be created vs. having to set a hard end date with just "before" since formulaic fields in SFDC do not force an update to Marketo due to no timestamp update on the record.

    2 replies

    Michael_Langell
    Michael_Langell
    Level 4
    March 21, 2019

    @Geoff Krajeski​ - Agree this would be helpful and thanks for adding to my idea. 

    As a slight Salesforce workaround - instead of using a formula field, you could have the formula live in a Salesforce workflow updating a normal custom field or have a formula field trigger a workflow in Salesforce which then updates a normal custom field. 

    Certainly more complex than just having your constraint filter in Marketo, but thought I'd post if it helped out.  

      K
      kh-lschutte
      February 4, 2020
      No text available
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