Pulling Custom Fields within Custom Objects into a Smartlist

Forum|Forum|7 years ago
July 24, 2018
2 replies
8436 views

I'm currently linking our webinar platform with Marketo so that all webinar data is sent into our Marketo platform. Everything is passed along correctly as you can view the data on a record by record (person by person) basis. While this is all well and good, it doesn't really do much for me as I need an aggregate, high-level view of this data.

Ideally, I'm looking to create a smart list that pulls all registrations from the webinar, and within the Smartlist view, create columns for all of the custom fields within the custom object so that I can view this data at a high-level and export it for reporting. While I can create Smartlists based on filters using the custom fields from the custom object, I'm not seeing a way to add it to the view within the Smartlist. Am I missing something here?

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Best answer by SanfordWhiteman

Can't be done in the UI.

The general assumption w/COs is they have another source of truth (wherever they're imported from, since they can't be hand-managed in the UI) and that other place is where you'd pull reports.

You can pull COs back down via API but it's really cumbersome.

SanfordWhitemanAccepted solution

Level 10

Can't be done in the UI.

The general assumption w/COs is they have another source of truth (wherever they're imported from, since they can't be hand-managed in the UI) and that other place is where you'd pull reports.

You can pull COs back down via API but it's really cumbersome.

Devin_McDonnellAuthor

Level 2

Thanks this helps. Do you think it's possible to get creative and create a Smart Campaign to copy data from these COs into stand-alone custom fields?

SanfordWhiteman

Level 10

A Smart Campaign merely using Change Data Value? No, because the CO fields aren't accessible.

It's possible — though not for the faint of heart and undocumented — to get CO properties into a webhook and from there onto the lead. I've sketched out the technique on my blog (that post isn't cross-posted to the Marketo blog, but is only on the source, which you can find in my profile.)

In fact I'm working on 2 such projects right now. Seems to be more interest in getting at CO info, probably because more people are using COs and realizing the gaps in functionality.