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April 11, 2018
Question

Leads to Opportunities join

  • April 11, 2018
  • 2 replies
  • 1777 views

I am extracting Leads and opportunities tables from Marketo and SFDC respectively. I want to join the 2 tables in the database, and see SFDC Account ID to be a common column. Is that the right column to join the 2 tables?

Or do I go via the SFDC Accounts table to join the leads with Opportunities?

Regards,

Sampada

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2 replies

Josh_Hill13
Level 10
April 11, 2018

You should do that in SFDC or a BI tool. Marketo not a good place for this.

SanfordWhiteman
Level 10
April 11, 2018

Beyond Josh's response, I don't even understand the question.

You can't "synthesize" Opportunity links that don't already exist.  If your Oppties are in SFDC then you'd already have the junction logic in place (Opportunity Contact Role, etc.) happening.

April 16, 2018

Let me reframe it. What column in SFDC Opportunity table will tell me that the Opportunity is Marketing Influenced?

SanfordWhiteman
Level 10
April 16, 2018

Let me reframe it. What column in SFDC Opportunity table will tell me that the Opportunity is Marketing Influenced?

That would be the Campaign Influence list (related list on Oppty).

AFAIK, it's not possible to access this related list in Marketo unless you (flatten and) copy it to an Opportunity field, but if you're using SFDC that's not a problem.