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October 7, 2013
Question

Opportunity Closer in SFDC

  • October 7, 2013
  • 5 replies
  • 1150 views
Hi,

Does anyone know if it is possible to pick up the SFDC user closing an Opportunity in Marketo? I wanted to use it as a filter e.g. Opportunity closed by API, but can't see it either as a filter or as a constraint. Has anyone done anything similar before?

Thanks, Ellie
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5 replies

October 7, 2013
I'm not quite sure I follow. What are the cases you're trying to differentiate? Are you having Opportunities closed both by the SOAP API and the SFDC Sync?
October 8, 2013
I'm trying to distinguish between Opportunities closed automatically by our Salesforce instance (which show as closed by API) and those which are closed manually (and so show as being closed by specific salespeople). All Opportunites are closed in SFDC not MK.
October 8, 2013
I see. I'm not sure if this is possible, but as part of the workflow that closes them automatically, can you set a field by chance? That might be the easiest way.
October 10, 2013
I wondered if that might be the best solution as well. Thanks for your help Erik.
October 10, 2013
Glad that is feasible for you.