Segment contact role on account level

Forum|Forum|11 years ago
December 11, 2014
4 replies
1855 views

Hello,

Has anyone figured out how to segment by contact role on the account levle? I know I can do it on the opportunity level by saying "added to opportunity" and add constraint of role - but I really want to do it on the account level.

Any ideas?

Marketo

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Adam_Vavrek1

Level 8

Have you used "SFDC Type" = "Contact"?

Josh_Hill13

Level 10

You would have to pull a list like

Account =
Has Opp = TRUE, Contact Role =

A

Anonymous

But I want the contact role to be the one that's on the account, not the opportunity. For some reason SFDC has different roles for accounts and opportunities and they do not carry over.

A

Anonymous

Has anyone figure out how to see account contact roles? I need to trigger and emails to our champions and the only place that data lives is on the account contcat role.

Thanks,

Kristen

A

Anonymous

I know this is an old post, but did you or anyone come up with a solution? We are in the middle of implementing Marketo, and this is a very critical piece to our communications.

Thanks,

Chris

Grégoire_Miche2

Level 10

Hi Chris Naleway,

In situations like this, I recommend that you rather open a new question than commenting an old one, as most of the people in the community will not see your need

-Greg

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